Case Assignment & Re-Assignment Instructions

Overview

These instructions are for assigning or reassigning a WIOA participant to a Case Manager (Career Coach) if the case assignment option on the Eligibility tab of the WIOA application or on the WIOA service activity screen is not working. 

New Case Assignment Instructions

If the participant is not currently case assigned, follow these instructions. All WIOA staff have access to assign a case using these instructions. If the participant is already assigned to a Case Manager/Career Coach, please see the “Case Reassignment” instructions below.

1. Login to Career Connect site:

https://www.chicagolandcareerconnect.org/vosnet/Default.aspx

2. From the left-hand menu, go to Services for Workforce Staff > Manage Case Assignment > Individual Case Assignment > Individual Assignment

3. Complete all required fields as described below:

• Program: Workforce Innovation and Opportunity Act (WIOA) Program or Applicable Program
• LWIA Region: Chicago Cook Workforce Partnership
• Office Location: Select the office of the WIOA application
• Enter Customer First Name
• Enter Customer Last Name
• Application Status: All
• Case Status: All
• Click “Search”
  
  
  

(Give the page a moment to load)

4. Check the “Assign” checkbox

5. Click Assign Staff

6. Select the Staff username you would like to add to your customer.

• • A Career Connect prompt will appear on your screen to confirm if you would like the selected staff to be assigned to your customer

7. Select “Ok” to assign or Select “Cancel” to back out of the assignment.

• • Be sure to assign the participant to the correct Case manager the first time. Otherwise, you will need to re-assign.

8. Congratulations! You have assigned your customer

Case Re-Assignment Instructions

Use these instructions to reassign a WIOA participant to a new Case Manager/Career Coach. Note that only WIOA Site Directors/Program Managers can reassign cases.

1. Login to Career Connect site:

https://www.chicagolandcareerconnect.org/vosnet/Default.aspx

2. Under Services for Workforce Staff (blue panel), Go to Manage Case Assignment > Individual Case             Assignment > Case Re-Assignment

3. Complete fields as described below:

• Program: Title I – Workforce Development
• Client Username or Client First Name & Last Name: Participant’s username or first and last name
• WIOA Application Status: All
• Staff: select “Active” if the coach’s account is still active; otherwise select “Inactive”
• LWIA/Region: Chicago Cook Workforce Partnership
• Office: Office of the WIOA application
• Click Apply Filter
  
  
  4. Select the current staff that your customer is assigned to by selecting their username.

5. Find the customer that needs re-assignment and select the Re-Assign checkbox next to your customer’s name. 

6. Click “Re-Assign to Staff”

7. Select the username of the new Staff that you would like to re-assign your customer to.

8. Career Connect will prompt you to confirm the re-assignment. Select “Ok” to assign or Select “Cancel” to back out of the assignment. 

9. Congratulations, you successfully have Case Re-Assigned!