C-Work Data Entry Audit

Audit Frequency: We highly recommend that you review the reports on a monthly basis to help reduce the amount of cleanup that occurs each quarter. Thank you for your help keeping your CoDa records accurate and up-to-date!

INTERVENTIONS

1. Report: C-Work Intervention Tracker Audit
   • What to check for: All enrolled and exited clients (except Groups/Classes only) should have an ECE or Workforce development "Intervention Tracker."
   • How to fix: The left column shows enrolled and exited clients and the right column shows clients with interventions. A dash (-) indicates that the case is missing an intervention tracker. To fix, open the case and add an intervention tracker. 

2. Report: C-Work Open Interventions

• What to check for: This report shows all OPEN interventions grouped by Program Status. Exited clients should NOT have an open intervention and should not show up in this report.
• How to fix: Check to see if any clients have Program Status = Exited. If not, everything looks good and no fix is required. If yes, open the intervention tracker and close to intervention by updating the "Status" field to "Exited." Make sure to also add the "End Date" and "End Reason."

EMPLOYMENT TRACKERS

3. Report: Employment Tracker at Intake + Exit

• What to check for: All exited clients (except those who participated in Groups/Classes only) should have an Employment Tracker at intake and program exit.
• How to fix: The left column shows exited clients and the right two columns indicate if the client has an Employment Tracker with Stage = Intake (middle column) or Program Exit (far right column). A dash (-) indicates that the case is missing an Employment Tracker. To fix, open the case and add an intake or program exit Employment tracker.

4. Report: Employment Tracker w/Missing Data 

• What to check for: Each employment tracker must contain the "Start Date," "Sector," and "Stage."
• How to fix: If an employment tracker is missing any of the above information, it will show up on the report. To fix, open the corresponding employment (workforce) tracker and enter the missing data. 

ECE COURSE & INTERNSHIP TRACKERS

5. Report: ECE Internship Outcome Audit

• What to check for: Clients who are currently or recently exited from an ECE internship and do not have an Internship Tracker.
• How to fix: A one (1) in the right-hand column indicates that the everything looks good and no action is required. A dash (-) indicates that the case is missing an internship tracker. Check for any missing internship trackers and add a new one if needed.

6. Report: ECE Course Outcome Audit

• What to check for: Clients who are currently or recently exited from an ECE program and do not have an ECE Course Tracker.
• How to fix: A one (1) in the right-hand column indicates that the everything looks good and no action is required. A dash (-) indicates that the case is missing an ECE Course Tracker. Check for any missing ECE course trackers and add a new one if needed.

GOALS

7. Report: C-Work Goal Audit

• What to check for: All enrolled clients should have goals tracked on their case record.
• How to fix: A one (1) in the right-hand column indicates that the everything looks good and no action is required. A dash (-) indicates that the case is missing goals. To fix, open the case record and add at least one goal.

8. Report: Completed Goals w/o Completion Date

• What to check for: Completed goals that are missing the "Actual Completion Date."
• How to fix: If the report shows no data, it means everything looks good and no action is required. If a goal shows up in this report, it means that it's missing the "Actual Completion Date." Open the individual goal and update that field.

9. Report: Goal Progress Audit

• What to check for: Exited clients who have open goals, meaning the "Goal Progress" = In Progress or Not Started.
• How to fix: If the report shows no data, it means everything looks good and no action is required. If a goal shows up in this report, it means you need to update the "Goal Progress" = Completed or Not Completed.

 

HOUSING TRACKER 

10. Report: C-Work Housing Tracker Audit

• What to check for: Missing INTAKE or PROGRAM EXIT housing trackers.
• How to fix: This audit applies to all programs. Click here for instructions.