To be completed after participating in Career Consulting 1WebEx training.
It didn't happen.
It doesn't matter.
Just don't worry.
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Clear, concise, complete, correct, confidential, collaborative
Clear, concise, complete, correct, confidential, confined
Clear, closed, complete, correct, confidential, crisp
Concise, complete, correct, contained, creative, closed
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No back-dating or erasures.
No white out.
All papers fastened down.
Employability Plan must be signed by the customer.
Forms and copies should be printed straight on the page with no missing information.
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Case notes are not required for short appointments.
Case notes should include your opinion and your "best guess" as to what is going on with the customer.
Case notes should tell the customer's unique story and focus on observation and objective information.
Case notes are only required if the customer is not following through.
Excuses
Rationale
Runaround
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Fabulous
1/20
Control
360
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Assessment information
If referrals were made, list the types and outcomes of those referrals
Description of the customer's strengths, goals and progress
Description of challenges or barriers and how they were addressed
Your opinion about the customer's personality.
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True
False
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Review the electronic file.
Review the paper file.
Back-date any incomplete forms.
Contact the customer.
Update the case notes.
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Quiz Review Timeline (Updated): Mar 21, 2023 +
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