Employment Ontario Information System (EOIS) Case Management System

Transcription

1 Employment Ontario Information System (EOIS) Case Management System Service Provider Guide Literacy and Basic Skills Data Dictionary Version 1.2 November 2016

2 Table of Contents Literacy and Basic Skills Data Dictionary... 1 Document History... 4 Person... 5 Employment Education Service Plan Client Summary Sub-Goal Types Sub-Goal Find and Use Information Plan s Sub-Goal Communicate Ideas and Information Plan s Sub-Goal Understand and Use Numbers Plan s Sub-Goal Use Digital Technology Plan s Sub-Goal Manage Learning Plan s Sub-Goal Engage with Others Plan s Sub-Goal Learning Activities Plan s Sub-Goal Training Supports Plan s Sub-Goal Referral Out to Other Community Resources Plan s Sub-Goal Referral to Other Programs and Services Plan s Events Information and Referral Information Sessions Version The Queen s Printer Page 2 of 90

3 Participation Wait List Version The Queen s Printer Page 3 of 90

4 Document History Version # Date Description 1.1 January 2015 Initial version of guide 1.2 November 2016 Update to format and readability Version The Queen s Printer Page 4 of 90

5 Person Name Source Type Reference Number First Name Last Name Initials Mother's Birth Last Name Title Person Home Display field Register Person Register Person Register Person Register Person Register Person Free Format Text Free Format Text Free Format Text Free Format Text Dr. Miss Mr. Mrs. Ms. Prof. Type Description The unique identification number of the client. This is automatically generated by the system when the client is registered. Reference # is the same as Participant ID. The Reference # is a 7 digit number. This number stays with the individuals regardless of program affiliation. The first name of the registered client. The last name of the registered client. The first letter of the person's first name, and the first letter of the person's last name = initials. The birth last name of the mother of the registered client. LBS Program / No No The client's title. No Middle Name Register Free Format The middle name of the No Version The Queen s Printer Page 5 of 90

6 Name Source Type Suffix Birth Last Name Gender Date of Birth Registration Date Type Description Person Text registered client. Esquire Junior Senior Register First Person Second Third Fourth Fifth Register Person Register Person Register Person Register Person Free Format Text Date Date Female Male Undisclosed Calendar Calendar Default - the date the EO case is created The suffix of the registered client, e.g. Jr. or Sr. The birth last name of the registered client. This is only relevant if client's birth last name is different than client's current last name. The gender of the registered client. The date of birth of the registered client, used to determine the client s age based on service plan start date. The date the Employment Ontario case is created. LBS Program / No No Suitability / Learner Profile Indicator (Phase I) Age over 45 and under 64 Age is derived from the following: Date of Birth minus the start date of the service plan (the Date Created field). Country of Birth Register List available upon The country of birth of the No Version The Queen s Printer Page 6 of 90

7 Name Source Type Type Description Person request* registered client. LBS Program / Canadian Citizen is someone who can legally vote in Canada. Status in Canada Register Person Canadian Citizen Other Permanent Resident The client's legal status in Canada. Permanent Resident is someone who is entitled to most of the health and social services as a Canadian Citizen, but cannot vote. It includes Landed Immigrants. Date Arrived in Canada Preferred Language Preferred Communication Marital Status Register Person Register Person Register Person Register Person Date English French Data Transfer Fax Hard Copy Phone Common Law Divorced The date the client arrived in Canada. The client's preferred language of service. The preferred method of communication for the client. The marital status of the client. Other is someone who is not a Canadian Citizen or a Permanent Resident (e.g. someone working temporarily in Canada, a foreign student, or a refugee). No No Version The Queen s Printer Page 7 of 90

8 Name Source Type Visible Minority Person with Disability Register Person Register Person Checkbox Checkbox Type Married Separated Single Undisclosed Widowed Description This indicates whether or not the client has selfidentified as a visible minority. This indicates whether the client has self-identified as a person with a disability. No No LBS Program / Visible minorities are defined based on the Employment Equity Act definition as persons, other than Aboriginal peoples, who are non- Caucasian in race or nonwhite in colour and include Chinese, South Asian, Black, Filipino, Latin American, Southeast Asian, Arab, West Asian, Japanese, Korean, other visible minorities and multiple visible minorities. Suitability / Learner Profile Indicator (Phase II) The client has self-identified as disabled as defined by the Ontario Disability Support Program (substantial physical or mental impairment that is continuous or recurrent). The Accessibility for Ontarians with Disabilities Act 2005 (AODA), and Ontario Human Rights Code definition Version The Queen s Printer Page 8 of 90

9 Name Source Type Type Description LBS Program / includes persons who have: any degree of physical disability, infirmity, malformation or disfigurement that is caused by bodily injury, birth defect or illness and, without limiting the generality of the foregoing, includes diabetes mellitus, epilepsy, brain injury, any degree of paralysis, amputation, lack of physical coordination, blindness or visual impediment, deafness or hearing impediment, muteness or speech impediment, or physical reliance on a guide dog or other animal or on a wheelchair or other remedial appliance or device; a condition of mental impairment or developmental disability; a learning disability or a dysfunction in one or Version The Queen s Printer Page 9 of 90

10 Name Source Type Aboriginal Group Newcomer Deaf Register Person Register Person Register Person Checkbox Checkbox Type First Nations Inuit Métis Person of Aboriginal Ancestry (New) Description This indicates whether the client has self-identified as an Aboriginal. This indicates whether or not the client has selfidentified as a newcomer to Canada. This indicates whether the client has self-identified as a person who is Deaf. No LBS Program / more of the processes involved in understanding or using symbols or spoken language; a mental disorder; or an injury or disability for which benefits were claimed or received under the insurance plan established under the Workplace Safety and Insurance Act, 1997 ( handicap ). Suitability / Learner Profile Indicator (Phase II) Includes persons who have voluntarily and confidentially self-identified as First Nation, Indian, Métis, Inuit or as a person of Aboriginal ancestry. No Newcomers to Canada. No Suitability / Learner Profile Indicator (Phase II) Version The Queen s Printer Page 10 of 90

11 Name Source Type Deaf blind Register Person Checkbox Type Description This indicates whether the client has self-identified as a person who is Deaf blind. No LBS Program / Suitability / Learner Profile Indicator (Phase II) Francophone Social Insurance Number Date of Death Register Person Register Person Modify Person Checkbox Free Format Text Date User Person Home Display Primary Mailing Address Alternate Mailing Address Register Person Register Person Canada Post Look up Canada Post Look up Calendar This indicates whether the client has self-identified as a francophone. The Social Insurance Number of the client being registered. The date of death of the registered client The user who registered the client with Employment Ontario. The primary residence of the client. This must be a mailing address contained within the Canada Post database. An alternate mailing address if the client does not, for whatever reason, wish to receive mail at his or her residential address. No Suitability / Learner Profile Indicator (Phase II) Those individuals who have French either as their sole mother tongue or as one of their mother tongues. No No No Version The Queen s Printer Page 11 of 90

12 Name Source Type Phone Number Address Comments Register Person Register Person Modify Person Numeric Free Format Text Free Format Text Type Primary Alternate Fax Description The contact phone numbers of the client. The address of the client. Allows the user to add comments to the Person record. LBS Program / No No No Version The Queen s Printer Page 12 of 90

13 Employment Name Source Type Employment Type Employer (A) For Employment Type JCP Placement Paid Placement Hire Self- Employment Unpaid Volunteer Employer (B) For Employment Type ES Placement with Incentive SE Placement without Create Employment Create Employment Create Employment Free Format Text Look Up for a previously registered Employer Type ES Placement with Incentive ES Placement without Incentive JCP Placement Paid Placement Hire SJS Placement Self-Employment Unpaid Volunteer Employer Search Criteria Reference Number or Trading Name and/or Business Address Line 1 and/or Description LBS Program / The type of employment. The name of the client's employer. The trading name of the client's employer. This employer must be registered in the system. Version The Queen s Printer Page 13 of 90

14 Name Source Type Incentive SJS Placement From Date Employment NOC Employment Reason For Leaving Placement Category Create Employment Create Employment Create Employment Create Employment Date Numeric Type Registered Name and/or Business City Calendar Another Job Business Closed Downsizing End of Contract End of EO Placement End of Season Fired Illness Immigrated to Canada Incarcerated Lockout Moved Other Pregnancy Project Complete Retired Returned to School Strike Work Shortage Apprenticeship On the Job Training Description The start date of the client's employment. The National Occupation Classification code of the position held by the client. The reason why the client has left the position. The category of the placement. LBS Program / No No Version The Queen s Printer Page 14 of 90

15 Name Source Type Wage Amount NAICS Code Country of Employment To Date Primary Job Title Employment Hours per Week Wage Amount Wage Per Create Employment Create Employment Create Employment Create Employment Create Employment Create Employment Create Employment Create Employment Create Employment Numeric Numeric Date Checkbox Free Format Text Numeric Numeric Type Test and Hire Work Experience List available upon request* Calendar Annum Bi-weekly Hour Monthly Description The wage amount the client is receiving for their employment. The North American Industry Classification System code. The country where the client's employment was based. The end date of the client's employment. This field indicates whether or not the employment is the client's primary employment. The position the client holds at the company at the time of employment The number of hours per week the client is required to work. The wage amount the client is receiving for their employment. The frequency of the client's employment wage. LBS Program / No No No No No Version The Queen s Printer Page 15 of 90

16 Name Source Type Comments Create Employment Free Format Text Weekly Type Description Allows the user to add comments to the employment record. LBS Program / No Version The Queen s Printer Page 16 of 90

17 Education Name Source Type Institution Create Education Free Format Text Type Description The name of the Educational Institute the client attended. The start date of the period of education. LBS Program / Start Date Create Education Date Calendar Type Create Full-Time Education Part-Time The education type. Grade 0-8 Grade 9 Grade 10 Grade 11 Grade 12 or equivalent OAC Some The level of education (or Qualification Create Apprenticeship training) successfully Education Some College completed, or in the process Some University of being completed. Certificate of Apprenticeship Journeyperson Certificate/Diploma Applied Degree Bachelor's Degree Post Graduate End Date Create The end date of the period Date Calendar Education of education. No Country List available upon The country where the Create request. Educational Institute is Education located. Version The Queen s Printer Page 17 of 90

18 Name Source Type Comments Create Education Free Format Text Type Description Allows the user to add comments to the education record. LBS Program / No Version The Queen s Printer Page 18 of 90

19 Service Plan Name Source Type Primary Client Program Owner Referred In Create Service Plan Create Service Plan Create Service Plan Create Service Plan Linked Display field Drop Down Drop Down Type Employment Service Literacy and Basic Skills Jobs Service List of users at the same service provider organization as the user creating the service plan EO Action Center EO Apprenticeship Program Co-op Diploma Apprenticeship Program EO Apprenticeship Program Ontario Youth Apprenticeship Program EO Apprenticeship Description The name of the client receiving services in this service plan The type of service plan being created The owner of the Service Plan will default to the user who is creating the Service Plan. Users can search and select another staff member from the same organization. LBS Program / The individual has been formally referred, through a recognized referral process, not word of mouth, to the Literacy and Basic Skills provider from either another EO service provider or another community organization. Service Coordination Measure Excludes No response Informal Word of Mouth / Media Referral Version The Queen s Printer Page 19 of 90

20 Name Source Type Type Program Other EO Apprenticeship Program Pre- Apprenticeship Program EO Employment Ontario Service Provider Other EO Employment Service Provider EO Literacy and Basic Skills Service Provider EO Ontario Job Bank Govt services Municipal Govt Training Federal Language Assessment / Training Govt Training Federal Other Govt Training Federal Youth Employment Strategy Description LBS Program / EO-Literacy & Basic Skills Service Provider Version The Queen s Printer Page 20 of 90

21 Name Source Type Type Govt Training Provincial Language Assessment / Training Govt Training Provincial Other Independent Learning Centre Informal Word of Mouth/Media Referral Language Assessment / Training Other Ministry of Citizenship and Immigration - Bridge Training for Immigrants Ministry of Citizenship and Immigration Other No Response Ontario Disability Support Program Ontario Internship Program Description LBS Program / Version The Queen s Printer Page 21 of 90

22 Name Source Type Service Delivery Site Template Create Service Plan Create Service Plan Look Up Type Ontario Women s Directorate Ontario Works Other structured / formal referral Probation and Parole Service Canada Services for Aboriginal People Summer Jobs Service WSIB List of all service delivery sites with the service provider organization that the user creating the service plan is a member of. Goal Path to Employment Goal Path to Apprenticeship Goal Path to Secondary School Credit Goal Path to Description The Service Delivery Site associated with the Service Plan. The Service Plan template is based on the desired goal path. LBS Program / Version The Queen s Printer Page 22 of 90

23 Name Source Type Goal Start Date Plan Reference Number Status Service Plan Home Service Plan Home Service Plan Home Service Plan Home Display field Display field Display field Display field Type Postsecondary Goal Path to Independence Employment Apprenticeship Secondary School Credit Postsecondary Independence Date Numeric Open Approved Active Description System generated based on the selected service plan template System generated. Noneditable. It is the date that the service plan was created in the system. The unique identification number for the Service Plan. This is automatically generated by the system when the Service Plan is created. Non-editable. Status is set by the system and non-editable. LBS Program / The goal path refers to the preparation required to exit LBS and transition to the goal, and is delivered by an LBS service provider. The goal is what the learner wants to achieve once they leave the LBS program. It is the next step to which the learner transitions after completing the LBS program. For more information on the five goal paths, please visit MAESD OALCF web page Version The Queen s Printer Page 23 of 90

24 Name Source Type Closure Reason Outcome Close Service Plan Close Service Plan Drop Down Type Closed Change of Goal Client Deceased Client Moved Client Started a Business Completion Found Work Related to Goal Found Work Unrelated to Goal Left Labour Force Opened In Error Other Personal Reasons Program Unsuitable Training provider Closed Unable to Contact Client Unsatisfactory Training Institute Service Provider Closed Both employed and in education Both employed and in training Employed Employed Apprentice Description The reason why the Service Plan is being closed. The outcome as a result of service, determined when the participant no longer requires service. LBS Program / Version The Queen s Printer Page 24 of 90

25 Name Source Type Type Employed in a prof occ/trade Employed in area of training/choice Employed in a more suitable job Employed Full-time Employed Part-time In education - OSSD or equivalent In education - postsecondary In education - academic upgrading In education - other In training Apprenticeship In training - Skills Development In training - Second Career In training - other EO training initiatives In training - EO Literacy In training - ESL/FSL In training - MCI Bridge projects Description LBS Program / Version The Queen s Printer Page 25 of 90

26 Name Source Type Type In training - Federal In training - other occupational skills training Independent Self-Employed Unemployed Unable to Work Unknown Volunteer Description LBS Program / Customer Satisfaction Close Service Plan No Response Customer Satisfaction base on a scale of 1 to 5, answering the question: How likely are you to recommend the LBS Program to someone looking for similar services? Values of scores are as follows: 1 strongly not recommended 2 rather not recommend 3 no general opinion 4 generally recommend 5 strongly Customer Satisfaction indicator Number of learners who rate satisfaction with service at 4 or 5 level out of the total ratings of 1 to 5. Version The Queen s Printer Page 26 of 90

27 Name Source Type Exit Learner Gains Score Date of Exit Assessment Has the goal path specific Culminating Task been successfully completed? Has the learner completed all goal path required learning activities? Self-Reported Learner Weekly Time Commitment? Closed Date Close Service Plan Close Service Plan Close Service Plan Close Service Plan Close Service Plan Service Plan Home Numeric Value Date Numeric Value Display field NA Type Calendar No No Response No No Response the system will accept a value from Date Description recommend The system will accept a score range from If "0" is entered in Exit Learner Gains Score then the date can be left blank. Indicates if Culminating Task has been successfully completed. Indicates if learner has completed all goal path required learner activities. Time in hours the learner reported committing. System generated. Noneditable. It is the date that the Service Plan was closed in the system. LBS Program / Completion indicator Completion indicator No Version The Queen s Printer Page 27 of 90

28 Client Summary Name Source Type Language Spoken at Home Service Provision Language Language Spoken at last workplace Create Client Summary Language panel Create Client Summary Language panel Create Client Summary Language panel Type ASL English French Indigenous LSQ Other ASL English French Other English French Not Applicable Other Employed Description LBS Program / American Sign Language (ASL), used by persons who are Deaf or Deaf blind. Any of the Canadian Indigenous languages; not a language that is indigenous to another country. Langue des signes québécoise (LSQ), used by French-speaking persons who are deaf or deaf-blind. Employed: While some learners will Employed includes persons Create Client Self Employed have multiple sources of who are in part-time (fewer Source of Summary income, this question is than 20 hours per week) or Income Source of Income panel Employment Insurance asking for the main source of income, i.e., where they full-time paid employment with an employer inclusive of get the majority of their unpaid apprenticeships and Ontario Works(OW) income. internships. Ontario Disability Self-employed : Version The Queen s Printer Page 28 of 90

29 Name Source Type Type Support Program (ODSP) Dependent of OW/ODSP Crown Ward No Source of Income Other Description LBS Program / Self-employed persons are working owners of an incorporated or unincorporated business, farm or professional practice, with or without paid help. The unincorporated group includes self-employed workers who do not own a business (e.g. babysitters and newspaper carriers). Self-employed workers include unpaid family workers, i.e. persons who work without pay on a farm or in a business or professional practice owned and operated by another family member living in the same dwelling. Employment Insurance : Ontario Works (OW): Suitability / Learner Profile Indicator (Phase I) Ontario Disability Support Program (ODSP) :Suitability / Learner Profile Indicator (Phase I) Version The Queen s Printer Page 29 of 90

30 Name Source Type Type Description LBS Program / Dependent of OW/ODSP: Crown Ward: Suitability / Learner Profile Indicator (Phase II) No Source of Income: Highest Level of Education Completed Create Client Summary Education Panel Grade 0-8 Grade 9 Grade 10 Grade 11 Grade 12 OAC Some Apprenticeship Some College Some University Certificate of Apprenticeship Grade 0-8: Completed any grade from Kindergarten to Grade 8 Grade 9: Completed Grade 9 Grade 10: Completed Grade 11: Completed Grade 11 Grade 12: Completed Grade 12 or equivalent. Equivalents may be for example, General Educational Development (GED) or Academic Upgrading (AU). OAC: Ontario Academic Credit. This replaced Grade Other: Grade 0-8: Suitability / Learner Profile Indicator (Phase II) <Grade 12 Grade 9: Suitability / Learner Profile Indicator (Phase II) <Grade 12 Grade 10: Suitability / Learner Profile Indicator (Phase II) <Grade 12 Grade 11: Suitability / Learner Profile Indicator (Phase II) <Grade 12 Grade 12: OAC: Some Apprenticeship: Version The Queen s Printer Page 30 of 90

31 Name Source Type Type Journeyperson Certificate/Diploma Applied Degree Bachelor's Degree Post Graduate Description 13, for students starting Grade 9 in the academic school years. OAC was discontinued in the academic year. Some Apprenticeship: Currently is or was in an apprenticeship program, but has not yet completed it (if currently) or did not complete it (if was). For more information regarding apprenticeship programs in Ontario, please see Employment Ontario s Apprenticeship pages at EO web page LBS Program / Some College: Some University: Certificate of Apprenticeship: Journeyperson: Certificate/Diploma: Applied Degree: Bachelor's Degree: Post Graduate: Some College: Is or was in a college program, but has not yet completed it (if currently) or did not complete it (if was). Some University: Is or was in a university program, but has not yet completed it (if currently) or did not complete it (if was). Version The Queen s Printer Page 31 of 90

32 Name Source Type Type Description LBS Program / Certificate of Apprenticeship : Achieved a Certificate of Apprenticeship. Note that certification in some trades is mandatory to work in Ontario. See OCOT web page for the list of mandatory certified trades. Journeyperson: Someone who has acquired the knowledge and skills in a trade, occupation or skill set that has been attested to by a provincial or territorial authority. Certificate/Diploma: Obtained a certificate or diploma, from a college or private institution. Applied Degree: Obtained an applied degree. Bachelor's Degree: Obtained a bachelor s degree from a university Version The Queen s Printer Page 32 of 90

33 Name Source Type Type Description Post Graduate: Obtained a master s, doctorate or postdoctorate from a university. LBS Program / Country Highest Level of Education Completed Create Client Summary Education Panel In Canada Outside Canada The country where the highest level of education of the client was completed. Time out of Formal Education Time out of Training History of Interrupted Education Labour Force Attachment Create Client Summary Education Panel Create Client Summary Education Panel Create Client Summary Education Panel Create Client Summary Employment Panel Less than 3 Months 3 to 6 Months 6 Months to 1 Year 1 Year to 6 Years More than 6 Years Not Applicable Less than 3 Months 3 to 6 Months 6 Months to 1 Year 1 Year to 6 Years More than 6 Years Not Applicable No Employed Full Time Employed Part Time Unemployed The current employment status of the individual at the time the service plan was developed. Suitability / Learner Profile Indicator (Phase II) More than 6 years out of education Suitability / Learner Profile Indicator (Phase II) More than 6 years out of training Suitability / Learner Profile Indicator (Phase II) Employed Full Time: Employed Full-Time includes those working an average of 20 hours per week or more. Both are inclusive of unpaid apprenticeships and internships. Version The Queen s Printer Page 33 of 90

34 Name Source Type Type Under Employed Self Employed Full Time Student Part Time Student Description LBS Program / Employed Part Time: Employed Part-Time includes those working less than an average of 20 hours per week. Unemployed: Under Employed: Under Employed includes people for whom work is not guaranteed or occasional, e.g. seasonal work. Self Employed: Self Employed (federal definition): self-employed persons are working owners of an incorporated or unincorporated business, farm or professional practice, with or without paid help. The unincorporated group includes self-employed workers who do not own a business (such as babysitters and newspaper carriers). Self-employed workers include unpaid family workers, i.e. persons who Version The Queen s Printer Page 34 of 90

35 Name Source Type Type Description LBS Program / work without pay on a farm or in a business or professional practice owned and operated by another family member living in the same dwelling. Full Time Student: Employment Experience Registered Apprentice Time Out of Work Entry Assessment Tool Create Client Summary Employment Panel Create Client Summary Employment Panel Create Client Summary Employment Panel Create Client Summary Assessment Panel No Work Experience Worked in Canada Worked but not in Canada No Less than 3 Months 3 to 6 Months 6 Months to 1 Year 1 Year to 6 Years More than 6 Years Not Applicable TOWES CABS CAMERA EARAT None Other An assessment of the individual's employment experience. Part Time Student: These are some widely-used assessment tools. Please refer to OALCF s Selected Assessment Tools document for other commonly used assessment tools: OALCF Selected Assessment Tools Version The Queen s Printer Page 35 of 90

36 Name Source Type Date of Assessment (for Entry Assessment Tool) Learner Gains Score Date of Assessment (for Learner Gains Score) Estimated Learner Weekly Time Commitment Speaking Listening Reading Create Client Summary Assessment Panel Create Client Summary Assessment Panel Create Client Summary Assessment Panel Create Client Summary Assessment Panel Create Client Summary Assessment Panel Create Client Summary Assessment Panel Create Client Summary Assessment Date Numeric Value Date Numeric Value Numeric Value Numeric Value Numeric Value Type Calendar look up Calendar look up The system will accept a value from The system will accept a numeric score of 1-12 or NA The system will accept a numeric score of 1-12 or NA The system will accept a numeric score of 1-12 or NA Description If "None" is selected in Entry Assessment Tool then the date can be left blank. The system will accept a score range from 0 to 500. If "0" is entered in Learner Gains Score then the date can be left blank. Time in hours the learner is committing. Canadian Language Benchmarks Assessment This is a mandatory field. If it is not applicable to the client, enter NA. Canadian Language Benchmarks Assessment This is a mandatory field. If it is not applicable to the client, enter NA. Canadian Language Benchmarks Assessment This is a mandatory field. If LBS Program / Mar_11.pdf A Canadian Language Benchmark Assessment score is to be issued by a CLB Centre. A Canadian Language Benchmark Assessment score is to be issued by a CLB Centre. A Canadian Language Benchmark Assessment score is to be issued by a Version The Queen s Printer Page 36 of 90

37 Name Source Type Writing Comments Panel Create Client Summary Assessment Panel Create Client Summary Numeric Value Free Format Text Type The system will accept a numeric score of 1-12 or NA Description it is not applicable to the client, enter NA. Canadian Language Benchmarks Assessment This is a mandatory field. If it is not applicable to the client, enter NA. Allows the user to add comments to the Client Summary. LBS Program / CLB Centre. A Canadian Language Benchmark Assessment score is to be issued by a CLB Centre. No Version The Queen s Printer Page 37 of 90

38 Sub-Goal Types Name Source Type Sub-Goal Type Sub-Goal Type - Competencies Sub-Goal Type - Referral to Other Programs and Services Sub-Goal Type - Training Supports Name Select Sub- Goal Type Select Sub- Goal Select Sub- Goal Select Sub- Goal View Sub-Goal Details and Modify Sub- Goal List page List Page List Page Type Competencies Referral to Other Programs and Services Training Supports Find and Use Information Communicate Ideas and Information Understand and Use Numbers Use Digital Technology Manage Learning Engage with Others Learning Activities Referral Out to Other Community Resources Referral to Other Programs and Services Description LBS Program / List Page Training Supports Display Find and Use Information Communicate Ideas and Information Understand and Version The Queen s Printer Page 38 of 90

39 Name Source Type Type and Plan Content View Sub-Goal Details and Modify Sub- Goal Display Start Date Plan Content Display NA End Date Plan Content Display NA Type Use Numbers Use Digital Technology Manage Learning Engage with Others Learning Activities Training Supports Referral Out to Other Community Resources Referral to Other Programs/Services Competencies Referral to Other Programs and Services Training Supports Description LBS Program / The Start Date will be based on the earliest start date of all the plan items under the sub-goal. The start and end dates will update any time a plan item actual start or end date is updated. The End Date will be based on the latest end date of all the plan items under the sub-goal. The start and end dates will update anytime a plan item actual start or end date is updated. Version The Queen s Printer Page 39 of 90

40 Name Source Type Type Description LBS Program / Outcome Modify Sub- Goal Attained Cancelled Not Attained The outcome of the subgoal. This is determined by the user based on whether the plan items added to the sub-goal were enough to meet purpose of that subgoal. The possible values for the outcome are Attained, Not Attained and Cancelled. No Owner Modify Sub- Goal Look Up List of users at the same service provider organization as the case owner. The owner of the sub-goal. The system sets the Status upon creation to 'Not Started'. No Status Plan Content Display Not Started In Progress Completed The system sets the Status to 'In Progress' when at least one plan item under the sub-goal has a Status of 'In Progress'. The system will set the Status to 'Completed' when the outcome is set to 'Attained'. No plan items under the sub-goal with Version The Queen s Printer Page 40 of 90

41 Name Source Type Type Description Status of 'In Progress'. LBS Program / Version The Queen s Printer Page 41 of 90

42 Sub-Goal Find and Use Information Plan s Name Source Type Name Select Plan Type List Page Type Read Continuous Text Interpret Documents Extract Info from Films, Broadcasts and Presentations Primary Client Display field Primary Client Description The name of the plan item. The person to whom the selected planned item is concerning. LBS Program / Expected Start Date Expected End date Expected Outcome Valid date Calendar Valid date Calendar Read Continuous Text Level 1 Level 2 Level 3 Interpret Documents Level 1 Level 2 The date the plan item is scheduled to start. Defaults to current date. The date the plan item is scheduled to end. Defaults to current date. The expected outcome of the plan item. Version The Queen s Printer Page 42 of 90

43 Name Source Type Estimated Cost Numeric Responsibility Display field Type Level 3 Extract Info From Films, Broadcasts and Presentations Demonstrated Default is Participant Description This field should not be used for these plan items. The client or user who is responsible for the plan item. LBS Program / No Plan Owner Display field Default is Service Plan Owner The full name of the user who is responsible for the plan item. Service Delivery Site Delivery Method Look Up Defaults to the same Service Delivery Site as the LBS Service Plan Classroom E-Channel One on One User can search and select another Service Delivery Site from any service provider; the list is not restricted to those sites belonging to the service provider associated with the user. If the sub-goal is Find and Use Information and the system detects that a Delivery Method is not entered, then the system Version The Queen s Printer Page 43 of 90

44 Name Source Type Milestone Numeric Blended Learning Actual Start Date Check box Valid date Type 1-60 English French Default is unchecked i.e. No Calendar Description will display an appropriate error message to the user. If the sub-goal type is Find and Use Information, and if the value of Outcome is Attained and the system detects that a value for the Milestone field has not been entered, then the system will display an appropriate error message to the user. LBS Program / Completion Indicator Count if all Plan outcomes are Attained. Check the box = No The actual start date of the plan item. An Actual Start Date must be specified if the Outcome is set to Attained or Not Attained. No Actual End Date Outcome Valid date Calendar Attained Cancelled The actual end date of the plan item. An Actual End Date must be specified if the Outcome is set to Attained or Not Attained. The system will ensure an Outcome is recorded for the Progress Indicator year-to-date number of Version The Queen s Printer Page 44 of 90

45 Name Source Type Type Not Attained Description plan item if an Actual End Date is entered. LBS Program / learners with at least one Plan with an Outcome of Attained The system will set the Status to 'Not Started' when the Plan is created. Status View Plan Details Display field Not Started In Progress Completed The system will set the Status to 'In Progress' when an Actual Start Date is entered. Good Cause Actual Cost Look Up Numeric Certified Illness Death of a Relative Employed Family Obligation Incarceration Lost Contact The system will set the Status to 'Completed' when an Actual End Date is entered A good cause as to why the plan item outcome was not achieved. This field should not be used for these plan items No No Version The Queen s Printer Page 45 of 90

46 Sub-Goal Communicate Ideas and Information Plan s Name Source Type Name Select Plan Type List Page Type Interact With Others Write Continuous Text Complete And Create Documents Express Oneself Creatively Primary Client Display field Primary Client Description The name of the plan item. The person to whom the selected planned item is concerning. LBS Program / Expected Start Date Expected End date Expected Outcome Valid date Valid date Defaults to current date. Defaults to current date. Interact With Others Level 1 Level 2 Level 3 Write Continuous Text Level 1 Level 2 Level 3 Complete and The date the plan item is scheduled to start. Defaults to current date. The date the plan item is scheduled to end. Defaults to current date. The expected outcome of the plan item. Version The Queen s Printer Page 46 of 90

47 Name Source Type Estimated Cost Numeric Responsibility Display field Type Create Documents Level 1 Level 1A Level 2 Level 2A Level 3 Level 3A Express Oneself Creatively Demonstrated Default is Participant Description This field should not be used for these plan items. The client or user who is responsible for the plan item. LBS Program / No Plan Owner Display field Default is Service Plan Owner The full name of the user who is responsible for the plan item. Service Delivery Site Look Up Defaults to the same service delivery site as the LBS service plan User can search and select another service delivery site from any service provider; the list is not restricted to those sites belonging to the service provider associated with the user. Delivery Method Classroom If the sub-goal is Version The Queen s Printer Page 47 of 90

48 Name Source Type Milestone Numeric Blended Learning Actual Start Date Check box Valid date Type E-Channel One on One 1-60 English French Default is unchecked, i.e. No Calendar Description Communicate Ideas and Information and the system detects that a Delivery Method is not entered, then the system will display an appropriate error message to the user. If the sub-goal type is Communicate Ideas and Information, and if the value of Outcome is Attained and the system detects that a value for Milestone has not been entered, then the system will display an appropriate error message to the user. LBS Program / Completion Indicator Count if all plan item outcomes are Attained. Check the box = No The actual start date of the plan item. An Actual Start Date must be specified if the Outcome is set to Attained or Not Attained. No Actual End date Valid date Calendar The actual end date of the plan item. Version The Queen s Printer Page 48 of 90

49 Name Source Type Outcome Type Attained Cancelled Not Attained Description An Actual End Date must be specified if the Outcome is set to Attained or Not Attained. The system will ensure an Outcome is recorded for the plan item if an Actual End Date is entered. LBS Program / Progress Indicator year-to-date number of learners with at least one Plan with an Outcome of Attained. The system will set the Status to 'Not Started' when the Plan is created. Status View Plan Details Display field Not Started In Progress Completed The system will set the Status to 'In Progress' when an Actual Start Date is entered. Good Cause Actual Cost Look Up Numeric Certified Illness Death of a Relative Employed Family Obligation Incarceration Lost Contact The system will set the Status to 'Completed' when an Actual End Date is entered. A good cause as to why the plan item outcome was not achieved. This field should not be used for these plan items. No Version The Queen s Printer Page 49 of 90

50 Sub-Goal Understand and Use Numbers Plan s Name Source Type Name Select Plan Type List Page Type Manage Money Manage Time Use Measures Manage Data Primary Client Display field Primary Client Description The name of the plan item. The person to whom the selected planned item is concerning. LBS Program / Expected Start Date Expected End date Expected Outcome Valid date Valid date Defaults to current date. Defaults to current date. Manage Money Level 1 Level 2 Level 3 Manage Time Level 1 Level 2 Level 3 Use Measures Level 1 Level 2 Level 3 Manage Data The date the plan item is scheduled to start. Defaults to current date. The date the plan item is scheduled to end. Defaults to current date. The expected outcome of the plan item. Version The Queen s Printer Page 50 of 90

51 Name Source Type Estimated Cost Numeric Responsibility Display field Level 1 Level 2 Level 3 Type Default is Participant Description This field should not be used for these plan items. The client or user who is responsible for the plan item. LBS Program / No Plan Owner Display field Default is Service Plan Owner The full name of the user who is responsible for the plan item. Service Delivery Site Delivery Method Look Up Defaults to the same service delivery site as the LBS service plan Classroom E-Channel One on One User can search and select another service delivery site from any service provider; the list is not restricted to those sites belonging to the service provider associated with the user. If the sub-goal is Understand and Use Numbers and the system detects that a Delivery Method is not entered, then the system will display an appropriate error message to the user. Milestone Numeric 1-60 English If the sub-goal type is Completion Indicator Version The Queen s Printer Page 51 of 90

52 Name Source Type Blended Learning Actual Start Date Check box Valid date Type Description French Understand and Use Numbers, and if the value of Outcome is Attained and the system detects that a value for Milestone has not been entered, then the system will display an appropriate error message to the user. Default is unchecked i.e. No Calendar LBS Program / Count if all plan item outcomes are Attained. Check the box = No The actual start date of the plan item. An Actual Start Date must be specified if the Outcome is set to Attained or Not Attained. No Actual End date Outcome Valid date Calendar Attained Cancelled Not Attained The actual end date of the plan item. An Actual End Date must be specified if the Outcome is set to Attained or Not Attained. The system will ensure an Outcome is recorded for the Plan if an Actual End Date is entered. Progress Indicator year-to-date number of learners with at least one Plan with an Outcome Version The Queen s Printer Page 52 of 90

53 Name Source Type Type Description LBS Program / of Attained. The system will set the Status to 'Not Started' when the Plan is created. Status View Plan Details Display field Not Started In Progress Completed The system will set the Status to 'In Progress' when an Actual Start Date is entered. Good Cause Actual Cost Look Up Numeric Certified Illness Death of a Relative Employed Family Obligation Incarceration Lost Contact The system will set the Status to 'Completed' when an Actual End Date is entered. A good cause as to why the plan item outcome was not achieved. This field should not be used for these plan items No No Version The Queen s Printer Page 53 of 90

54 Sub-Goal Use Digital Technology Plan s Name Source Type Name Select Plan Type List Page Type Use Digital Technology Primary Client Display field Primary Client Description LBS Program / The name of the plan item. The person to whom the selected planned item is concerning. Expected Start Date Expected End date Expected Outcome Valid date Valid date Defaults to current date. Defaults to current date. Level 1 Level 2 Level 3 Estimated Cost Numeric Responsibility Display field Default is Participant The date the plan item is scheduled to start. Defaults to current date. The date the plan item is scheduled to end. Defaults to current date. The expected outcome of the plan item. This field should not be used for these plan items. The client or user who is responsible for the plan item. No Plan Owner Display field Default is Service Plan Owner The full name of the user who is responsible for the plan item. Version The Queen s Printer Page 54 of 90

55 Name Source Type Service Delivery Site Delivery Method Look Up Milestone Numeric Blended Learning Actual Start Date Check box Valid date Type Defaults to the same service delivery site as the LBS service plan Classroom E-Channel One on One 1-60 English French Default is unchecked i.e. No Calendar Description User can search and select another service delivery site from any service provider; the list is not restricted to those sites belonging to the service provider associated with the user. If the sub-goal is Use Digital Technology and the system detects that a Delivery Method is not entered, then the system will display an appropriate error message to the user. If the sub-goal type is Use Digital Technology, and if the value of Outcome is Attained and the system detects that a value for the Milestone field has not been entered, then the system will display an appropriate error message to the user. LBS Program / Completion Indicator Count if all plan item outcomes are Attained. Check the box = No The actual start date of the plan item. An Actual Start Date must be specified if the Outcome is set to Attained or Not No Version The Queen s Printer Page 55 of 90

56 Name Source Type Type Attained. Description LBS Program / The actual end date of the plan item. Actual End date Outcome Valid date Calendar Attained Cancelled Not Attained An Actual End Date must be specified if the Outcome is set to Attained or Not Attained. The system will ensure an Outcome is recorded for the plan item if an actual end date is entered. Progress Indicator year-to-date number of learners with at least one Plan with an Outcome of Attained. The system will set the Status to 'Not Started' when the plan item is created. Status View Plan Details Display field Not Started In Progress Completed The system will set the Status to 'In Progress' when an Actual Start Date is entered. Good Cause Look Up The system will set the Status to 'Completed' when an Actual End Date is entered. Certified Illness Death of a Relative A good cause as to why the No Version The Queen s Printer Page 56 of 90

57 Name Source Type Actual Cost Numeric Type Employed Family Obligation Incarceration Lost Contact Description plan item outcome was not achieved. This field should not be used for these plan items. LBS Program / No Version The Queen s Printer Page 57 of 90

58 Sub-Goal Manage Learning Plan s Name Source Type Name Select Plan Type Type Primary Client Display field Primary Client Description LBS Program / List Page Manage Learning The name of the plan item. The person to whom the selected planned item is concerning. Expected Start Date Expected End date Expected Outcome Valid date Valid date Defaults to current date. Defaults to current date. Level 1 Level 2 Level 3 Estimated Cost Numeric Responsibility Display field Default is Participant The date the plan item is scheduled to start. Defaults to current date. The date the plan item is scheduled to end. Defaults to current date. The expected outcome of the plan item. This field should not be used for these plan items. The client or user who is responsible for the plan item. No Plan Owner Display field Default is Service Plan Owner The full name of the user who is responsible for the plan item. Version The Queen s Printer Page 58 of 90

59 Name Source Type Service Delivery Site Delivery Method Look Up Milestone Numeric Blended Learning Actual Start Date Check box Valid date Type Defaults to the same service delivery site as the LBS service plan Classroom E-Channel One on One 1-60 English French Default is unchecked i.e. No Calendar Description User can search and select another service delivery site from any service provider; the list is not restricted to those sites belonging to the service provider associated with the user. If the sub-goal is Manage Learning and the system detects that a Delivery Method is not entered, then the system will display an appropriate error message to the user. If the sub-goal type is Manage Learning, and if the value of Outcome is Attained and the system detects that a value for Milestone has not been entered, then the system will display an appropriate error message to the user. LBS Program / Completion Indicator Count if all plan item outcomes are Attained. Check the box = No The actual start date of the plan item. An Actual Start Date must be specified if the Outcome is set to Attained or Not No Version The Queen s Printer Page 59 of 90

60 Name Source Type Type Attained. Description LBS Program / The actual end date of the plan item. Actual End date Outcome Valid date Calendar Attained Cancelled Not Attained An Actual End Date must be specified if the Outcome is set to Attained or Not Attained. The system will ensure an Outcome is recorded for the plan item if an Actual End Date is entered. Progress Indicator year-to-date number of learners with at least one Plan item with an Outcome of Attained. The system will set the Status to 'Not Started' when the Plan is created. Status View Plan Details Display field Not Started In Progress Completed The system will set the Status to 'In Progress' when an Actual Start Date is entered. Good Cause Look Up The system will set the Status to 'Completed' when an Actual End Date is entered. Certified Illness Death of a Relative A good cause as to why the No Version The Queen s Printer Page 60 of 90

61 Name Source Type Actual Cost Numeric Type Employed Family Obligation Incarceration Lost Contact Description plan item outcome was not achieved. This field should not be used for these plan items. LBS Program / No Version The Queen s Printer Page 61 of 90