rad central station: the next stop on the data train july 30, 2010

RAD Central Station: RAD Central Station: The Next Stop on The Next Stop on

the Data Trainthe Data Train

July 30, 2010July 30, 2010

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Tom Hooper, Program Manager, Business Relations Group, Office of Workforce Investment

Megan Baird, Performance Specialist, Business Relations Group, Office of Workforce Investment

Dani Abdullah, Performance Specialist, Business Relations Group, Office of Workforce Investment

4RAD Central Station: The Next Stop on the Data TrainRAD Central Station: The Next Stop on the Data Train

AgendaAgenda Welcome!! Key policy guidance What is a Quarterly Progress Report? Tour of the Recovery Act Data (RAD) System

– Logging on to RAD and creating users– Adding and updating participants – The participant lifecycle in the

RAD system– Quarterly Progress Report:

• Generating ETA 9153 Form• Attaching Quarterly Narrative Report• Submitting and Certifying

Resources Next Steps


Who are ARRA HGEI Grantees?Who are ARRA HGEI Grantees?

ARRA HGEI Grantees Include: – State Labor Market Information Improvement

(SGA/DFA PY-08-17)

– Green Capacity Building (SGA/DFA PY-08-21)

– State Energy Sector Partnership and Training (SGA/DFA PY-08-20)

– Energy Training Partnership (SGA/DFA PY-08-18)

– Pathways out of Poverty (SGA/DFA PY-08-19)

– Health Care and Other High Growth and Emerging Industries (SGA/DFA PY-09-01)


Key Policy GuidanceKey Policy Guidance As part of their grant agreement, ARRA HGEI grantees are required to collect

participant data and submit quarterly progress reports to ETA.

Required OMB-approved Reporting Forms and Instructions

– Effective for ARRA HGEI grantees as of April 1, 2010

– Available at http://www.doleta.gov/performance/reporting under ARRA High Growth and Emerging Industries (HGEI) Quarterly Progress Reporting, 2010 OMB 1205-0478

Collecting Social Security Numbers

ARRA HGEI grantees are required to collect SSNs for all participants served with grant funds. The collection of this data will help ETA report the impact of these

Recovery Act funds and will provide ETA with more comprehensive information on the status of individual grants and individuals that receive services and find employment through these grants. The aggregate information collected and

reported to ETA through this requirement will not contain any individual identifying information.

ARRA HGEI grantees are required to collect SSNs for all participants served with grant funds. The collection of this data will help ETA report the impact of these

Recovery Act funds and will provide ETA with more comprehensive information on the status of individual grants and individuals that receive services and find employment through these grants. The aggregate information collected and

reported to ETA through this requirement will not contain any individual identifying information.

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What is a Quarterly Progress Report?What is a Quarterly Progress Report?

Quarterly Progress Report

– Quarterly Performance Report/ETA-9153 (not submitted by State LMI and Green Capacity Building Grantees)

– Quarterly Narrative Report

The Official Grant Recipient (Authorized Grantee Representative) is responsible for submitting Quarterly Progress Reports

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RAD Central Station: A Tour of RAD Central Station: A Tour of the Next Stop on the Data Train!the Next Stop on the Data Train!

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Log In to RAD System

RAD System - General Information

Administration

Participant Information

Quarterly Progress Report (QPR)

RAD Training OutlineRAD Training Outlinefor Authorized Grantee Representatives and Administratorsfor Authorized Grantee Representatives and Administrators


This section provides instructions for: Logging in to RAD System – by Authorized Grantee

Representative

Logging in to RAD System – by Administrator

Reviewing RAD System Home Page

Log In to RAD SystemLog In to RAD System


Log In to RAD System by AuthorizedLog In to RAD System by AuthorizedGrantee RepresentativeGrantee Representative

Open the ETA Program Reporting e-mail to obtain the RAD System website, Grantee Password and PIN.

Click on the link to the RAD system website

Enter your Password and click Login.


Log In to RAD SystemLog In to RAD System

Open the email - [email protected] from the Authorized Grantee Representative to obtain the RAD System URL, your Login ID and Password.

Enter your Login ID and Password, and click Login.


Review RAD System Home PageReview RAD System Home Page

Function Tabs

Welcome Message

Grantee Information

User Login Data


AdministrationAdministration

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AdministrationAdministration

This module allows you to: View Users

Create New User

– Administrator

– Case Manager

– Read Only

Update User

Deactivate/Reactivate User


Add New UserAdd New User

Click ADMIN on the RAD System menu bar. The User Management Overview screen is displayed. Authorized Grantee Rep and Administrator see all Grantee staff users (that have been added).

Click Add New User to add a user.


Add New User (Continued)Add New User (Continued)

If you clicked Add New User, fill in new user information.

Select new user’s role (Administrator, Case Manager, or Read Only).

Click Save. The user will receive an email with the RAD website, their Login ID and Password.


Update UserUpdate User

If you clicked User’s name link in the User Management Overview list, the Update User screen is displayed.

Update the desired fields. Only the user may change his own password. Also, you may de-activate the user on the Update screen.

Click Save to enter the updates to the user’s record.


Participant DataParticipant Data

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Participant InformationParticipant Information

This section allows you to: View Participants Add New Participant

– Enter Program Information

– Enter Education or Job Training

– Enter Other Grant Funded Services

– Enter Employment and Follow-up Info

– Enter Gap of Service or Manual Exit

– View Participant Summary

Update Existing Participant Information Reassign Participants among Case Managers


View ParticipantsView Participants

Click Participants on the RAD System menu bar to access the Participants Overview screen.

Authorized Grantee Rep and Administrator can view participants for all case managers.


Add New ParticipantAdd New Participant

Click Participants on the RAD System menu bar to process RAD participants.

Click Add New Participant to enter a new participant to the System.


Add New Participant (Continued)Add New Participant (Continued)

The Add New Participant screen is displayed (for better viewing purposes, only Part 1 is displayed above).

Fill in the Participant information. The red asterisks (*) indicate required fields. If a specific data format is required, it is shown next to or below the field.



Continue entering Participant information by selecting the appropriate data.

If you select Yes in the Social Security Number field, an additional field is displayed for entering the Participant’s SSN ( ).



Continue entering Participant information by selecting the appropriate Other Demographics data.



Continue Participant information by entering the Date of Participation. Note: Date of Participation cannot be updated after this screen (Add New Participant) is saved for the first time.

Indicate the Participant’s current employment status.

Click Save to enter the new Participant.


Add Participant Program InformationAdd Participant Program Information

After you save the New Participant’s record, the Program Information screen is displayed.

Fill in the program information. Green Industry Sector is only filled in for specific grants (defined on the screen, above the field).

Click Save to enter the Participant’s program information record.

Participant Menu Tabs



If you select Yes to “Has Participant Successfully Completed the Program?” - additional fields are displayed as shown above.

Enter the Participant’s credential information.




If you select Yes to “Attained Additional Credentials?” – a new section is displayed as shown above.

Enter the date that each additional credential was obtained (up to 15 additional credentials).



Participant SummaryParticipant Summary

To review the Participant’s Summary screen, click the Participant’s name link on the RAD Participants Overview screen.

After the Participant is selected, you can move to the Summary screen from other functions by clicking the Summary tab on the Participant’s menu bar.


Add Education or Job TrainingAdd Education or Job Training

From the Participant’s Summary screen, click the Add New Activity link.

The Education or Job Training screen is displayed.


Add Education or Job Training Add Education or Job Training (Continued)(Continued)

Fill in the new activity date(s) and select activity type.

Click Save. The activity will display on the Participant’s Summary screen.


Add Other Grant-Funded ServicesAdd Other Grant-Funded Services

From the Participant’s Summary screen, click the Add Other Grant-Funded Services link.

The Other Grant Funded Services screen is displayed.


Add Other Grant-Funded Services Add Other Grant-Funded Services (Continued)(Continued)

Select the Other Grant-Funded Service type and date(s).

Click Save. The Other Grant Funded Service will display on the Participant’s Summary screen.


Employment and Follow-upEmployment and Follow-up

Fill in the Participant’s Entered Employment data.

Green Industry Sector is only filled in for specific grants (defined on the screen, above the field).

Enter Date of Contact with Participant.


Employment and Follow-upEmployment and Follow-up(Continued)(Continued)

Select the Quarter 1 and Quarter 2 Follow-up indicator (Y/N) and date for Participant’s employment.

Enter Follow-up Notes as necessary.

Click Save to enter the Participants Employment and Follow-up record.


Participant ExitParticipant Exit

38RAD Central Station:The Next Stop on the Data TrainRAD Central Station:The Next Stop on the Data Train

Gap In Service Gap In Service


Reassigning ParticipantsReassigning Participants

From the Participants Overview screen, Authorized Grantee Reps and Administrators may reassign Participant(s) among case managers.

Select the Participant(s) you want to reassign.

Select the receiving Case Manager in the Reassign Checked Cases to field.

Click Submit. Checked Participants are reassigned to selected Case Manager.


Quarterly Progress ReportsQuarterly Progress Reports

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Quarterly Progress ReportQuarterly Progress Report

In this section you will learn to: Select Desired Quarterly Progress Report

– Enter Program Criteria (Case Manager, Program Year, and Quarter)

Generate your Quarterly Progress Report for Viewing or Printing

Upload your narrative report

Certify and submit your Quarterly Progress Report (Authorized Grantee Representatives Only)


Quarterly Progress Report Quarterly Progress Report (Continued)(Continued)

Click the Reports tab from the RAD menu bar.

The Reports screen is displayed.

Click the Grantee Quarterly Performance Report link.


Program Year (PY) Schedule:

PY 2009: July 1, 2009 – June 30, 2010

PY 2010: July 1, 2010 – June 30, 2011

PY 2011: July 1, 2011 – June 30, 2012

PY 2012: July 1, 2012 – June 30, 2013

PY 2013: July 1, 2013 – June 30, 2014



Select the Quarter for the QPR.

Click Build Report to view QPR online. Click Printable Report to print the QPR.




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Before Upload

After Upload


To submit the Quarterly Progress Report, it must be Certified by entering the PIN supplied to the Authorized Grantee Rep

Click Certify to submit the Quarterly Progress Report to ETA.

Quarterly Progress Report Quarterly Progress Report (Continued(Continued)


After the QPR is certified and submitted, a confirmation message is displayed.



Resources and Next StepsResources and Next Steps

For RAD access information please contact the RAD help desk at 202-693-2682 or [email protected].

For all other questions, please contact your FPO

Submit Quarterly Progress Reports through the RAD System:

– The Reporting deadline for the quarter ending June 30, 2010, has been extended to August 27, 2010


Feedback on PresentationFeedback on Presentation

We’d like to hear your feedback on this presentation!

Please use your SGA’s Community of Practice to send us feedback!– etp.workforce3one.org

– sesp.workforce3one.org

– healthcare.workforce3one.org

– pathways.workforce3one.org

– Lmii.workforce3one.org

– gcb.workforce3one.org


Stay Informed, Get Connected!Stay Informed, Get Connected!

Workforce3 One: Communities of Practice Recovery Clearinghouse Live and Archived Webinars Podcasts Monthly Newsletters Over 2000 User-Generated Resources!

For more information about the Workforce Investment System: Visit www.careeronestop.org Call 1-877-US2-JOBS


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rad central station: the next stop on the data train july 30, 2010

Documents

data trainrad central

participant data

quarterly progress reports

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data trainjuly

data trainagendawelcome

data trainlog

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