Workforce and Education Partners IWDSTTrainer Full Resources

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Blackout & Hypercare Resources

Customer Career Plan

User Management

Access & General Navigation

Customer Outcomes

Entity Management

Pre-Enrolling Activities

Customer Follow-up

Grant Management

Customer Intake

System Reports

Performance

Blackout & Hypercare Resources

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IWDS 2.0 Case Note Fillable PDF Form

Career Plan PDF - Youth

Career Plan PDF - Adult/DW

Access & General Navigation

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Topic	Quick Start Guides COMING SOON	Tutorial Videos COMING SOON	Microteach & Other Resources
Getting Access to IWDS 2.0	Logging in to IWDS 2.0 User Roles Overview
Homepage	Home Page General Navigation
Dashboard	Dashboard - General Navigation		Training on 6/25 - The Dashboard
Creating a Customer Profile	Adding A Customer Customer Overview Page Adding Customer Additional Contacts Editing Customer Information	Add Customer & Begin Intake	Customer PII - IWDS 2.0 Reminder
Turning Pre-Records into Customer Profiles	Managing Customer Pre Record Duplicate Search & Merge
In Program Updates	In Program Updates Page
Viewing Uploads			Training on 6/23 - Case Notes & Uploads
Logs

Pre-Enrolling Activity

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Topic	Quick Start Guides COMING SOON	Tutorial Videos COMING SOON	Microteach & Other Resources
Self & Information Only Services	Adding Self & Information Only Services		Training on 6/26 - Frontline Staff & Resource Room - Adding Self and Info Only Servies
Referring Non-Enrolled Customer	Referring a Non-Enrolled Customer

Customer Intake

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Topic	Quick Start Guides COMING SOON	Tutorial Videos COMING SOON	Microteach & Other Resources
Pre Screen	Accessing the Prescreen as a Career Planner Accessing the Prescreen Via Self Service Completing the Prescreen	Customer Facing Welcome Video Add Customer & Begin Prescreen/Application	Training on 6/17 - Example Walkthrough of Prescreen & Application
Application	Completing the Application 5% Eligibility Allowance Requests & Approvals	WIOA Title I Orientation Video for Customers WIOA Title I Preparation Packet	Direction for Determining High-Poverty Areas
Eligibility Certification	Completing the Eligibility Certification		Training on 6/18 - Eligibility Certification
Assessments	General Assessment Landing Page Completing the Getting Started Assessment Completing the Training & Education Assessment		Training on 6/22 - Getting Started Assessment Training on 6/26 - Training (TEA) and WBL Assessments IDES Lookup Instructions - Determining WP & DVOP Enrollment

Customer Career Plan

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Topic	Quick Start Guides COMING SOON	Tutorial Videos COMING SOON****	Microteach & Other Resources
Career Plan - Recommended Services	Adding Recommended Goals, Steps & Services to the Career Plan
Career Plan - Goals & Steps	Adding & Editing Goals and Steps on the Career Plan
Career Plan - Services	Adding & Editing Services on the Career Plan Referring an Enrolled Customer Deleting a Service	Add an Occupational Training Service
Career Plan - Signatures	Career Plan Signatures

Customer Outcomes

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Topic	Quick Start Guides COMING SOON	Tutorial Videos COMING SOON	Microteach & Other Resources
Employment Outcomes	Adding & Editing Employment Outcomes		Training on 6/24 - Outcomes & Transitions
Education Outcomes	Adding & Editing Education Outcomes
Credential Outomes		Add a Credential
MSG Outcomes	Adding & Editing MSG Outcomes	Add a MSG	MSG Triggers Quick Reference

Customer Follow-Up

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Topic	Quick Start Guides COMING SOON	Tutorial Videos COMING SOON	Microteach & Other Resources
Transition	Transition - Customer Follow Up		Training on 6/24 - Outcomes & Transitions
Auto Exit	More Information Coming Soon When Feature is Enabled
Follow Up

System Reports

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Topic	Quick Start Guides COMING SOON	Tutorial Videos COMING SOON	Microteach & Other Resources
Navigating Reports in IWDS 2.0	Navigating Reports Quick Guide	Navigating Reports in IWDS 2.0	Navigating Reports - Full Instructions

User Management

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Topic	Quick Start Guides COMING SOON	Tutorial Videos COMING SOON	Microteach & Other Resources
User Roles & Permissions Overview	User Roles Permission Matrix User Roles Permission Summary	How to Add Users to IWDS for Account Managers
User Role Guides	Account Manager Auditor Career Planner Data Steward Front Line Support Grant Administration Provider Management Reports Only Super User

Training Provider Entity Management

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Topic	Quick Start Guides COMING SOON	Tutorial Videos COMING SOON	Microteach & Other Resources
ETPL Coordinator Outreach to ETPL Providers	Email for Coordinators to send to Providers: Reminder to Submit All Student Data
Adding & Editing Entities	Adding & Editing an Entity
Training Provider Contact Access	Training Provider User Access
Training Provider Contact Information	Contact List: Eligible Training Providers by LWIA
Provider & Relationship Management	Provider Relationship Management - View, Edit & Add Relationships		July 17 ETPL Coordinator Update Meeting - Recording Link Accessing IWDS 2.0 and verifying coordinator permissions Managing training provider entities, locations, and contacts Ensuring providers have the correct roles and system access Using impersonation tools to troubleshoot provider access issues Uploading and validating performance data before the July 31 deadline Understanding the training program review and approval process
ETPL Training Provider All-Student Performance Reporting	Quick Start Guide - Complete the Training Provider Performance Report: Downloading/Uploading All Student Data Spreadsheet Full Instructions - Downloading/Uploading All Student Data Spreadsheet	Video Tutorial - Downloading/Uploading the All Student Data Spreadsheet	July 17 ETPL Coordinator Update Meeting - Recording Link Uploading and validating performance data before the July 31 deadline Performance Measures for Eligible Training Providers 25-NOT-05 Required Eligible Training Provider Program of Study Performance Reporting

Grant Management

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Topic	Quick Start Guides COMING SOON	Tutorial Videos COMING SOON	Microteach & Other Resources

Performance

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Topic	Quick Start Guides COMING SOON	Tutorial Videos COMING SOON****	Microteach & Other Resources