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How to record a client’s placement (employment services)

Use the Client's Placements form to record any job placements and long-term interventions (such as mentorship and internship) under the employment program.


Step 1: To add a placement record for a client, first search for and select the desired client. To review how to select a client, see How to search for an existing client

Step 2: Also ensure that the client is enrolled in the related employment program. For steps on how to enroll a client in a program, see How to enroll a client in a program

Step 3: Once you have selected the desired client and confirmed they are enrolled in the related employment program, using the sidebar on the left side, navigate to Employment > Client's Placements (552).

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Step 4: You should then see the Client's Placements form. Note that if there are no existing placement records for the client, a message will appear saying "No Record(s) Found Matching The Criteria". Simply click "OK" on this message.
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Step 5: To add a client placement, from the top toolbar, click 'Add' from the toolbar.

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Step 6: The Client's Placements form will now open. Enter the needed client information in the following tabs:
  • Placement Details: for information related to the client's placement.
  • Service Details: for information relating to the services you provided in enabling and supporting this placement.

Step 6: The Client's Placements form will now open. Enter the required client information in the following tabs:

Placement Details: for information related to the client's placement

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Service Details: for information about the services you provided in enabling and supporting this placement.
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Step 7: Once all the information has been entered, click the "Save" button at the bottom of the form to save the employment placement information. Cancelling or exiting the form without saving will result in all information being lost.
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Step 8: Once the placement is recorded, a new tab will appear 'Employment History'.

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