Project Reports on Credit Reports

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					                                                                                                                   Crystal Reports Available as of 4/8/2008

                          New Current     Parameters (User Selections)         Programs                                              Displays                                                              Uses                          Comment
                              Version
    All Programs (Statewide or Career Center Specific)
1    Prog Enr and Term-          D     Career Center, Program, Start        Any program-     Enrollment and termination dates for all programs in which a customer is enrolled       Gives an overview of a customers current            Uses a dynamic parameter to create a list of
     Customized                        Date                                 statewide or     while enrolled in the selected program; also shows the most recent training             (possibly multiple) enrollments. Allows user to     programs specific to the selected career center;
                                                                            career center-   enrollment and estimated completion date and the most recent job start date.            identify old programs from which the customer       this requires a driver named 'Moses2.'
                                                                            specific                                                                                                 should be terminated.

2    Prog Enr and Term-           D2     Career Center, Program, Start      Any program-     Enrollment and termination dates for all programs in which a customer is enrolled       Gives an overview of a customers current            Uses a static programs parameter, so the
     Not Customized                      Date                               statewide or     while enrolled in the selected program; also shows the most recent training             (possibly multiple) enrollments. Allows user to     programs list must be updated periodically.
                                                                            career center-   enrollment and estimated completion date and the most recent job start date.            identify old programs from which the customer
                                                                            specific                                                                                                 should be terminated.
    Career Center Specific Program Reports
3    Career Center-              Y3   Program, Program Name Like,       All career center- Customer name, phone, employment detail, training course detail; grouped by carry-        Provides overview of current customer status
     Specific Program                 Location Level (Site, Career      specific           in/new, active/terminated; summary by these groups of # employed, # retained,             and of program performance.
     Report by FY                     Center, Region), Report Type      programs.          average wage, # course enrollments, # by course status, # not in training.
                                      (Summary or Detail), Fiscal Year,
                                      Report End Date.
4    Career Center-               Y2     Program, Program Name Like,        All career center- Customer name, phone, employment detail, training course detail; grouped by           Provides overview of current customer status        Same as report above, but allows selection of a
     Specific Program                    Location Level (Site, Career       specific           active/terminated; summary by these groups of # employed, # retained, average         and of program performance.                         start date other than beginning of fiscal year.
     Report with Start                   Center, Region), Report Type       programs.          wage, # course enrollments, # by course status, # not in training.
     Date                                (Summary or Detail), Start Date,
                                         Report End Date.
5 Career Center-                  B4     Program, Program Name Like,        All career center- Name, address, city, state zip in label format; designed for Avery 5260 (3x10).       Mailings to customers in career center specific
  Specific-Program                       Start Date, Report End Date.       specific                                                                                                 programs, e.g., for follow-up, invitations to
  with Start Date -                                                         programs.                                                                                                special events, etc.
  Labels
 DTA Reports
6 JSJR Active              X       B     Local Office, Page Break (No            JSJR        Shows all active JSJR customers, along with their enrollment/ individualized       Shows time elapsed in JSJR components to                 Can be run for all offices or one office. If you want
  Caseload                               Page Break after Local Office,                      assessment dates and job ready dates. Shows time elapsed in assessment and in      assist with caseload management.                         to see multiple offices, run the report for all offices,
                                         Page Break after Each Local                         job ready status. Customers who have been active more than 70 days are highlighted                                                          and then print only the desired pages.
                                         Office).                                            in yellow.
7    JSJR Activity         X             Career Center; Report Period            JSJR        Lists each individual who is enrolled (not exited) during the report period and the total To monitor the number of hours participants are
     Multiple Weeks                      Start and End dates                                 number of hours they have participated in job search activities. Report includes:         spending on job search activities each week.
                                                                                             • MOSES ID,
                                                                                             • Name of participant;
                                                                                             • Enrollment date;
                                                                                             • Number of Work Hours Required
                                                                                             • Total Hours of Participation in Job Search Activities
                                                                                             • Case Manager (Weekly Activity Report only)
                                                                                             Related Report: JSJR Weekly Activity Report. The Weekly Activity report gives one
                                                                                             activity total for the report period requested, usually one week since work
                                                                                             requirements are assigned in weekly increments. The Multiple Weeks report can be
                                                                                             run for a longer period of time (for example, a month). It provides each individual’s
                                                                                             weekly activity total for each week within the report period so that individual
                                                                                             participation can be viewed over time.




                                                                                                                                           Page 1 of 14
                         New Current    Parameters (User Selections)       Programs                                         Displays                                                                 Uses                            Comment
                             Version
 8   JSJR Day 30          X            Fiscal Year, Follow-up Month         JSJR      This report shows all employed participants who started a job during the fiscal year     Allows managers and staff to review the list of 30- Entries that are highlighted have an error that will
     Employed                          End, Workforce Area                            and have had a successful Follow-up One Month service entered during the report          day placements to make sure the list is complete prevent them from appearing on an Invoice to DTA
                                                                                      period. This detail report lists each individual by Career Center with the following     and data entry is correct and also to monitor       of reimbursable placements. An entry which
                                                                                      information:                                                                             upgrade status of previously placed individuals. shows the number of hours at placement as less
                                                                                      • MOSES ID;                                                                                                                                  than the DTA work requirement will be highlighted
                                                                                      • Name of participant;                                                                                                                       in lime green. If the hourly wage is less than
                                                                                      • Job Start Date;                                                                                                                            minimum wage, the entry will be highlighted in
                                                                                      • Follow-up Date;                                                                                                                            aqua. If an individual has not been enrolled in
                                                                                      • Upgrade End Date (six months from job start date);                                                                                         Case Management in MOSES, the entry will be
                                                                                      • Employer Name;                                                                                                                             highlighted in yellow. These entries can then be
                                                                                      • Job Title;                                                                                                                                 corrected so that the placement will appear on an
                                                                                      • Starting Wage;                                                                                                                             Invoice to DTA.
                                                                                      • Number of Hours per Week at Hire;
                                                                                      • Number of hours needed to satisfy work requirement; and
                                                                                      • Case Management Status – enrolled in Case Management = Y, not enrolled in
                                                                                      Case Management = N
                                                                                      Note that there is a related report: JSJR Day 30 Employed-Summary. The
                                                                                      summary report gives total numbers for each WIB area.

 9   JSJR Day 30          X            Fiscal Year, Follow-up Month         JSJR      This report summarizes all employed participants who started a job during the fiscal     Allows managers and staff to compare
     Employed-                         End, Workforce Area                            year and have had a successful Follow-up One Month service entered during the            performance statewide.
     Summary                                                                          report period. The summary report gives total numbers for each WIB area. Note
                                                                                      there is a related report: JSJR Day 30 Employed that provides detail and lists each
                                                                                      individual by Career Center.


10   JSJR Day One         X            Job Start Begin Period; Job Start    JSJR      This report lists all individual JSJR participants whose first day of employment is on   Monitor the number of placements made during          Entries that are highlighted have an error that will
     Placements                        End Period; Workforce Area                     or after the report period start date and on or before the report period end date. The   the report period; make sure data entry is done       prevent them from appearing on an Invoice to DTA
                                                                                      employment start must be on or after the date of enrollment and on or before the exit    correctly.                                            of reimbursable placements. An entry which
                                                                                      date. The report provides the following information:                                                                                           shows the number of hours at placement as less
                                                                                      • MOSES ID,                                                                                                                                    than the DTA work requirement will be highlighted
                                                                                      • Name of participant;                                                                                                                         in lime green. If the hourly wage is less than
                                                                                      • Job Start Date;                                                                                                                              minimum wage, the entry will be highlighted in
                                                                                      • 30-Day Follow-up Due Date;                                                                                                                   aqua. If an individual has not been enrolled in
                                                                                      • Exit Date;                                                                                                                                   Case Management in MOSES, the entry will be
                                                                                      • Employer Name;                                                                                                                               highlighted in yellow. These entries should be
                                                                                      • Job Title;                                                                                                                                   corrected so that when a successful 30-day follow-
                                                                                      • Starting Wage;                                                                                                                               up service is completed the placement will be
                                                                                      • Number of Hours per Week at Hire;                                                                                                            ready to appear on an Invoice to DTA.
                                                                                      • Number of hours needed to satisfy work requirement; and
                                                                                      • Case Management Status – enrolled in Case Management = Y, not enrolled in
                                                                                      Case Management = N
11   JSJR                 X            Fiscal Year; Summary or Detail.      JSJR      Displays discrepancies year to date by region and local office.                          Allows identification of cases requiring resolution
     Discrepancies YTD                                                                                                                                                         with local DTA office in order to obtain
                                                                                                                                                                               reimbursement.




                                                                                                                                   Page 2 of 14
                         New Current    Parameters (User Selections)     Programs                                          Displays                                                                Uses                        Comment
                             Version
12   JSJR Enrollments     X            Workforce Area, Month End Date,    JSJR      Related Reports: JSJR Enrollments_Monthly_Summary, JSJR Enrollments-No               Identifies the number of enrollments during a
     Details Carry-ins                 Fiscal Year                                  Carry-ins, JSJR Weekly Enrollments. The detail versions of this report show the      specified period of time.
                                                                                    following information:
                                                                                    MOSES ID,
                                                                                    · Name of participant;
                                                                                    · Enrollment date;
                                                                                    · Exit date if the participant was exited during the report period;
                                                                                    · Work hours requirement;
                                                                                    · DTA office
                                                                                    · Authorization Number
                                                                                    The summary versions provide total numbers of enrollments for the report period in a
                                                                                    chosen area. Total number of enrollments for a specific month can be isolated with
                                                                                    the Monthly Summary report or individual enrollments for a particular period can be
                                                                                    viewed on the Weekly Enrollment report. Reports for FY 2008 can be obtained with
                                                                                    carry-ins from FY 2007 or without carry-ins. Detail versions of these reports break
                                                                                    each area down by Career Center. Summary reports give totals by Workforce Area
                                                                                    only.

13   JSJR Enrollments     X            Workforce Area, Month End Date,    JSJR      Related Reports: JSJR Enrollments-Details-Carry-ins, JSJR Enrollments-No        Identifies the number of enrollments during a
     Monthly Summary                   Fiscal Year                                  Carry-ins, JSJR Weekly Enrollments. See Description for JSJR Enrollments Carry- specified period of time.
                                                                                    ins.

14   JSJR Enrollments     X            Workforce Area, Month End Date,    JSJR      Related Reports: JSJR Enrollments_Monthly_Summary, JSJR Enrollments-                     Identifies the number of enrollments during a
     No Carry-ins                      Fiscal Year, Group Choice                    Details-Carry-ins, JSJR Weekly Enrollments. See Description for JSJR                     specified period of time.
                                       (Summary/Detail).                            Enrollments Carry-ins.

15   JSJR Exit Reason-    X            Workforce Area; Exit Date Range    JSJR      The detail report provides the following by Career Center within each Workforce          Gives the number of individuals who are exited
     Detail                                                                         Area:                                                                                    from the program during the report period and
                                                                                    MOSES ID,                                                                                the reason for the exit.
                                                                                    · Name of participant;
                                                                                    · Enrollment date;
                                                                                    · Exit date;
                                                                                    · Number of days enrolled prior to exit;
                                                                                    · Outcome date;
                                                                                    · Reason for exit.
                                                                                    Related Report: JSJR Exit Reason-Summary.
16   JSJR Exit Reason-    X            Workforce Area; Exit Date          JSJR      The summary report provides the total number of exits in each exit category broken       Gives the number and percent of individuals who
     Summary                           Range; State or Area Summary.                down by Workforce Area and Career Center within each Workforce Area. The                 are exited from the program during the report
                                                                                    percentage of each category in relation to the total number of exits is also provided.   period and the reason for the exit.
                                                                                    There are 10 exit categories:
                                                                                    Unsubsidized Employment
                                                                                    · Non-Participation
                                                                                    · Time Limit Expiration
                                                                                    · Entered Advanced Training
                                                                                    · Exempted by DTA
                                                                                    · Not Job Ready
                                                                                    · Health/Medical
                                                                                    · Moved from Area
                                                                                    · Lost Child Care




                                                                                                                                  Page 3 of 14
                         New Current    Parameters (User Selections)       Programs                                         Displays                                                                Uses                          Comment
                             Version
17   JSJR Invoice         X            Month End; Summary/Detail.           JSJR      The report includes all information that is sent to DTA on an invoice including:     Shows all placements that were invoiced to DTA
     Monthly                                                                          Customer SSN (DTA requires SSN rather than MOSES ID)                                 for the selected month.
                                                                                      · Customer Name
                                                                                      · Authorization Number
                                                                                      · Job Start Date
                                                                                      · Follow-up Date
                                                                                      · Employer
                                                                                      · Job Title
                                                                                      · Pay Rate
                                                                                      · Number of Weekly Hours
                                                                                      Only those employments that meet all data entry criteria for reimbursable placements
                                                                                      will show up on this report. This report may include placements that are disputed by
                                                                                      DTA and returned as discrepancies. This detail report lists individual placements.
                                                                                      Related Report: JSJR Invoice Monthly-Summary. The summary version gives total
                                                                                      numbers for each Workforce Area. It provides the total number of reimbursable
                                                                                      placements submitted to DTA on an invoice. The numbers are broken down by
                                                                                      month and for each month by Workforce Area.

18   JSJR Invoice         X            Invoice Date (Last Day of Month)     JSJR      Same as JSJR Invoice Monthly, except designed for export to Excel.                      Shows all placements that were invoiced to DTA
     Monthly-Excel                                                                                                                                                            for the selected month.
19   JSJR Invoice-YTD     X            Fiscal Year, Summary or Detail       JSJR      The report includes all information that is sent to DTA on an invoice including:        Shows all placements that were invoiced to DTA
                                                                                      Customer SSN (DTA requires SSN rather than MOSES ID)                                    from the beginning of the fiscal year through the
                                                                                      · Customer Name                                                                         most recent invoice submitted.
                                                                                      · Authorization Number
                                                                                      · Job Start Date
                                                                                      · Follow-up Date
                                                                                      · Employer
                                                                                      · Job Title
                                                                                      · Pay Rate
                                                                                      · Number of Weekly Hours
                                                                                      Only those employments that meet all data entry criteria for reimbursable placements
                                                                                      will show up on this report. This report may include placements that are disputed by
                                                                                      DTA and returned as discrepancies. The detail version of the report lists individual
                                                                                      placements. The summary version gives total numbers for each Workforce Area.

20   JSJR Invoice-YTD-    X            Fiscal Year                          JSJR      Same as JSJR Invoice YTD, except designed for export to Excel.                    Shows all placements that were invoiced to DTA
     Excel                                                                                                                                                              from the beginning of the fiscal year through the
                                                                                                                                                                        most recent invoice submitted.
21   JSJR Monthly         X            Fiscal Year                          JSJR      The Monthly Invoice Summary report gives total number of reimbursable placements Shows all placements that were invoiced to DTA
     Invoice-Summary                                                                  submitted to DTA on an invoice. The numbers are broken down by month and for      from the beginning of the fiscal year through the
                                                                                      each month by Workforce Area. Only those employments that meet all data entry     most recent invoice submitted.
                                                                                      criteria for reimbursable placements will show up on this report. This report may
22   JSJR Multi           X            Job Start Begin Period; Job Start    JSJR      include placements that are disputed Center with the following discrepancies.
                                                                                      The report lists individuals by Career by DTA and returned as information:        To identify any individuals with more than one
     Placements                        End Period; Workforce Area.                    MOSES ID,                                                                               employment during the report period. This
                                                                                      · Name of participant;                                                                  enables users to eliminate duplicate information
                                                                                      · Job start date;                                                                       if the same employment is entered more than
                                                                                      · Employer name;                                                                        once.
                                                                                      · Job title.
                                                                                      If the same employment information is showing up more than once for any individual,
                                                                                      the duplicate should be eliminated in order to avoid duplicates on an invoice to DTA.




                                                                                                                                  Page 4 of 14
                         New Current    Parameters (User Selections)       Programs                                         Displays                                                               Uses                          Comment
                             Version
23    JSJR Pending        X            Workforce Area; Fiscal Year          JSJR      The first version of the report (JSJR Pending Follow-up) shows all placements with       To identify those individuals who have been       NOTE: If an individual is listed on this report but
      Follow-up                                                                       an employment start date on or after the first day of the fiscal year that do not have a placed in employment but do not have a 30-day     the individual is no longer employed, a Follow-up
                                                                                      Follow-up One Month service in MOSES. The report lists each individual with their        follow-up service in MOSES.                       One Month service with service result “Not
                                                                                      employment information, job start date and follow-up due date. Also provided is the                                                        Employed” must be entered in MOSES in order for
                                                                                      number of days that have elapsed since the follow-up was due.                                                                              the individual to be dropped from the report.
                                                                                      The second version of the report (JSJR Placements-Week Follow-up) gives each
                                                                                      individual that needs a follow-up within the week following the report date. So, for
                                                                                      example, if the report is dated September 25, all participants with follow-ups due
                                                                                      between September 25 and October 1 will show up on the report.


24    JSJR Placements-    X            Workforce Area; Fiscal Year          JSJR      See description for JSJR Pending Follow-up.                                            To identify those individuals who have been
      Week Follow-up                                                                                                                                                         placed in employment but do not have a 30-day
                                                                                                                                                                             follow-up service in MOSES.

25    JSJR Upgrades       X            Invoice Date (Last Day of the        JSJR      Shows upgrades for the selected month.                                                 To determine upgrades reimbursable for the
      Monthly                          Month)                                                                                                                                selected month.
26    JSJR Upgrades       X            Invoice Date (Last Day of the        JSJR      Same as for JSJR Upgrades Monthly, except designed for export to Excel.                To determine upgrades reimbursable for the
      Monthly-Excel                    Month).                                                                                                                               selected month.
27    JSJR Upgrades       X            Fiscal Year                          JSJR      Shows upgrades for the period year to date.                                            To determine upgrades reimbursable for the year
      YTD                                                                                                                                                                    to date.



28    JSJR Upgrades       X            Fiscal Year.                         JSJR      Same as for JSJR Upgrades YTD, except designed for export to Excel.                    To determine upgrades reimbursable for the year
      YTD-Excel                                                                                                                                                              to date.



29    JSJR Weekly         X            Career Center; Week Starting         JSJR      The report lists each individual who is enrolled (not exited) during the report period To monitor the number of hours participants are
      Activity                         Date; Week Ending Date                         and the total number of hours they have participated in job search activities. The     spending on job search activities each week.
                                                                                      report includes:
                                                                                      MOSES ID,
                                                                                      · Name of participant;
                                                                                      · Enrollment date;
                                                                                      · Number of Work Hours Required
                                                                                      · Total Hours of Participation in Job Search Activities
                                                                                      · Case Manager (Weekly Activity Report only)
                                                                                      Related Report: JSJR Activity Multiple Weeks. The JSJR Weekly Activity report
                                                                                      gives one activity total for the report period requested, usually one week since work
                                                                                      requirements are assigned in weekly increments. The JSJR Activity Multiple Weeks
                                                                                      report can be run for a longer period of time (for example, a month). It provides each
                                                                                      individual’s weekly activity total for each week within the report period so that
                                                                                      individual participation can be viewed over time.

30    JSJR Weekly         X            Workforce Area, Enrollment Start,    JSJR      Related Reports: JSJR Enrollments-Details-Carry-ins, JSJR Enrollments-No               Identifies the number of enrollments during a
      Enrollments                      Enrollment End.                                Carry-ins, JSJR Enrollments_Monthly_Summary                                            specified period of time.
                                                                                      . See Description for JSJR Enrollments Carry-ins.

     Employer Reports
31    Employers                 J      Location Level (Region or Career      N/A      Shows all employers or new employers who have received employer services or             Provides overall summary of relationship with
                                       Center); Region; Career Center;                placed job orders during the selected report period. Detail view provides specific      employers. Provides accurate count of "new to
                                       Fiscal Year; Report End Date;                  services/job orders and dates. Summary view shows whether the employer is new or career center" (OSCCAR currently doesn't).
                                       Display All or New Employers;                  continuing, first service/job order date at the selected location, and employer size. A
                                       Report Type (Summary/Detail).                  crosstab at the end breaks out employers by # of employees.
32    Employers by        X     D      Location Level (Region or Career      N/A      Shows all employers or only those in targeted industries by industry division, industry, User can compare the distribution of employers    User must select a region, even if viewing results
      Industry by City                 Center); Region; Career Center;                and city of employer location. The detail view shows employer IDs and names,             served to the distribution of employers in the    for a specific career center.
                                       Fiscal Year; Report End Date;                  continuing or new, and first service date.                                               region and/or determine service to employers in
                                       Report Type (Summary/Detail),                                                                                                           industries identified as leading, emerging or
                                       Targeted Industries.                                                                                                                    growth industries.

                                                                                                                                    Page 5 of 14
                         New Current    Parameters (User Selections)        Programs                                           Displays                                                                   Uses                            Comment
                             Version
33   Employers with             G      Location (Region or Career             N/A      Same as Employers report, only allowing the user to select a start date and providing Provides overall summary of relationship with                Because of start date, "New" employers refer to
     Start Date and                    Center); Region; Career Center;                 contact info (if selected). Contact info shows contact person, job title, e-mail, phone, employers. Provides contact info.                         those whose first service occurred during the
     Contact Info                      Report Start Date; Report End                   and whether primary contact.                                                                                                                       selected time period.
                                       Date; Display All or New
                                       Employers; Report Type
                                       (Summary/Detail); Contact Info.

34   Employers with             G      Location (Region or Career             N/A      Contact Name, Title; Company; Address, on Avery 5160 or 5260 (3X10) labels                   Mailings to employers on Employers or                 The contact names are either the primary contact
     Start Date-Labels                 Center); Region; Career Center;                                                                                                              Employers with Start Date reports.                    (if indicated in MOSES) or the first contact name
                                       Report Start Date; Report End                                                                                                                                                                      encountered for that employer ID.
                                       Date; Display All or New
                                       Employers.
35   Job Fair             X     I      Location Level, Region, Career         N/A      The report can be run as a summary, which shows the total # of employers,                    Summarizes employer and customer attendance           This report relies on a job fair service being
                                       Center, Local Office, Start Date,               attendees, and hires by location and date, or it can be run with details, which show         at job fairs and shows resulting hires (customers     attached to both the employers and the attendees
                                       End Date, HIres within N Days,                  the employer ID, employer names, event ID, and comments, and for job seekers, ID,            who attended who are hired by participating           on the same date. The definition of a hire requires
                                       Report Level                                    name, event ID, comments, and the job start date.                                            employers within N days of the job fair).             that the job fair location in which the employer
                                                                                                                                                                                                                                          participates match the job fair location that the job
                                                                                                                                                                                                                                          seeker attends, so that the total hires may differ
                                                                                                                                                                                                                                          depending upon the location level (region, career
                                                                                                                                                                                                                                          center, etc.).
36   Job Openings by      X     C      Report Level (Summary or               N/A      Shows the number of job openings (and employers) by industry sector and                      Shows the distribution of job openings placed
     Industry by                       Detail), Location Level, Region,                occupational category. It can be run at a detail level that shows employer name, # of        with the local office/career center by industry and
     Occupation                        Career Center, Local Office, Start              employees (if available), and city, or at a summary level. Crosstabs show the                occupation. Can be compared with the Industry
                                       Date, End Date.                                 breakout by industry and occupation, by industry sector alone, and by occupational           and Occupation of Previous Job report to see
                                                                                       category alone, in descending order by number of openings. Charts show job                   whether there is a match between job openings
                                                                                       openings by industry sector by month, by industry sector for all months, by                  and job seeker work experience.
                                                                                       occupational category by month, and by occupational category for all months.

37   Job Order            X     B      Report Choice, Career Center,          N/A      Lists job orders that have referrals (a MOSES Employment Service Type of Job                 Allows user to review job orders and employers        Many Job Orders are deleted from the MOSES
     Referrals                         Local Office, Date Range,                       Referral - Staff), grouped by the office that created the job order. Job Orders with no      that receive referrals, to see the resulting hires,   database after 18 months. Therefore, it is not
                                       Summary/Details                                 referrals are not included on this report. Job Order details include employer name,          and also to see how the prior work experience of      advised to select a date range extending back
                                                                                       employer ID, job title, job order number, created date, number of job openings,              the job seeker relates to job opening to which the    more than 18 months.
                                                                                       number of referrals, and the number of openings filled (hires). Referral details include     customer is referred.
                                                                                       customer name, MOSES ID, the referring staff ID and local office, the referral date,
                                                                                       and the result of the referral (including the date the result was entered into MOSES).
                                                                                       Job Seeker work experience includes job title, employer, dates of employment, pay,
                                                                                       and hours per week for each job listed on the MOSES Work Experience tab, with the
                                                                                       information sorted in reverse chronological order.

38   Job Orders           X     B      Career Center, Start Date, End         N/A      Shows job orders by career center, employer, job order/job title, referring career           Shows status of referrals to job orders and the       User must remember that this report will pick up
                                       Date, Report Level. Report levels               center, and referred job seekers. Job orders are included if they were created or            number of related hires; shows whether referrals      ALL activity related to a job order that is active at
                                       include:                                        modified during the selected time period, as long as the job order is open or the            are made by the creating/current career center        some point during the report period, even if the
                                       1-Summary by Career Center;                     closed date falls within the period. Summaries show the # of job orders, the # of job        or by other career centers.                           activity occurs prior tothe report period. This allows
                                       2-Summary by Employer;                          orders receiving referrals, the # of job seekers referred, and the # of referrals made                                                             a complete picture of results for a particular job
                                       3-Summary by Job Order;                         (including multiple referrals of one person), and # of hires related to that job order. At                                                         order. Note also that the career center referring or
                                       4-Detail                                        the end of the report is a crosstab that shows job order summaries by creating career                                                              recording a hire may be different than the one that
                                                                                       center and by referring career centers. A second crosstab shows referrals by month.                                                                created the job order.


39   Job Orders by        X     F      Location (Region or Career             N/A      Shows job orders and job openings by industry division, industry, and city where job Allows user to assess distribution of job                     Please note that job orders are archived after 14
     Industry by City                  Center); Region; Career Center;                 is located if in the region. The detail view shows the employer name, job order        openings/job orders within the region by industry.          months (and sometimes sooner), so that using a
                                       Start Date; End Date, Report                    number, and job title of the job order. The user may choose to display only job orders                                                             start date earlier than a year before the current
                                       Level (Industry Division Only;                  for the targeted industries he/she selects from a list of industry sectors.                                                                        date is discouraged.
                                       Industry Division and Industry;
                                       Industry Division, Industry, and
                                       City; All with Job Order Detail),
                                       Targeted Industries.




                                                                                                                                      Page 6 of 14
                           New Current    Parameters (User Selections)        Programs                                         Displays                                                                  Uses                         Comment
                               Version
     Events and Calendar
40    Events Without        X     B      Report Choice, Career Center,          N/A      Lists MOSES Events (Job Seeker and/or Employer) with no services attached, the            Allows the user to maximize credit received for    Unless identified events are modified to include
      Services                           Local Office, Active-Inactive, Job              staff person who created it, when it was created, its most recent use (can be a future    services delivered. When staff record              attached services, none of the customers attending
                                         Seeker-Employer                                 date), and an attendance summary for each event. The date an event was inactivated        attendance for an event, MOSES automatically       these events will be given a recorded service when
                                                                                         is included for any inactive events. The attendance summary shows how many                adds the attached services to all customers who    their attendance is eventually recorded. To attach
                                                                                         customers have attended each of the events. Because no services were attached,            attended. If an event has no attached services,    services to an event in MOSES, go to Events,
                                                                                         none of these customers have received any credit for their attendance (they have not      customers who attend the event will receive no     Event Maintenance, and add the appropriate
                                                                                         counted toward your numbers of customers served). Also included in the summary is         service, and will not count as customers served.   Associated Services.
                                                                                         the number of scheduled customers who have not had their attendance recorded yet
                                                                                         (for both past and future events).
41    Monthly Calendar           E1      Site (Local Office), Year, Month,      N/A      The Calendar report shows all scheduled events for a particular month. The user may       Provides a one-page monthly calendar of events Note that this report must be run only after
      (with required                     Exclude Events.                                 exclude specific events from the calendar based on keyword entries.                       that can be made available to customers and    downloading and saving the corresponding
      Excel                                                                                                                                                                        staff.                                         "caldates" Excel file to your computer. Please do
      spreadsheet)                                                                                                                                                                                                                not change the name of the file, as it will be
                                                                                                                                                                                                                                  referenced by the Crystal Report.

42    Scheduled Event             B      Local Office, Date, Job Seeker or      N/A      Lists summaries for all scheduled events that have attendance recorded in MOSES Allows the user to determine participation rates             Attendance at unscheduled events entered into
      Attendance                         Employer Events                                 for the office(s) and dates selected. Summary data for each event is broken down by: in scheduled events and to plan accordingly.            MOSES through Mass Entry will not show up on
      Summaries-B                                                                            --Number of events scheduled                                                                                                             this report.
                                                                                             --Number of participants attending
                                                                                             --Average number of participants attending
                                                                                             --Number of participants scheduled
                                                                                             --Percent of those scheduled who attended
                                                                                             --Maximum number of participants allowed
                                                                                             --Percent of the maximum who attended


43    Workshop Sign-in            B      Local Office                           N/A      Prints a list of all customers scheduled for each workshop event at the selected          Creates sign-in sheets for the day's events.       MOSES data for Crystal Reports comes from the
      Sheet-B                                                                            career center office on the date the report is run. Each workshop event prints on a                                                          backup MOSES database, which contains
                                                                                         separate page, since it is intended to be used as a sign-in sheet. MOSES IDs are                                                             yesterday's data, so customers scheduled on the
                                                                                         used instead of SSNs, and "Non-MOSES" prints in the ID column for each non-                                                                  day of the event will not be included on this list.
                                                                                         MOSES applicant. Three blank lines are included for manual additions.

     Job History Reports
44    Industry and          X     D      Location Level, Career Center,         N/A      Shows customers with general services for the selected time period who have               Provides a distribution of customers by industry   -Note that some customers have multiple "most
      Occupation of                      Region, Start Date, End Date.                   completed a job history and for whom either an industry code or an occupational code      and occupation of their most recent job that can   recent" jobs, with the same start date. If the
      Previous Job                                                                       has been entered for their most recent job. It then shows the start and end date,         then be compared to job openings in the region     multiple jobs are not in the same
                                                                                         employer, job title, industry sector, and occupational category of the most recent job.   or which could be used to show that skilled job    industry/occupation,i.e., the sum across industries
                                                                                         The report ends with three crosstabs, one for industry by occupation, one for industry,   seekers are available for companies entertaining   or occupations (not shown) will be greater than the
                                                                                         and one for occupation, sorted in descending order by frequency. Charts at the end        moving into the region.                            distinct number of customers. A customer is
                                                                                         show the top ten industries for the most recent previous job and the top ten                                                                 counted only once within each industry or
                                                                                         occupations for the most recent previous job.                                                                                                occupational category, however.
                                                                                                                                                                                                                                      -Please note that the scales on the charts are
                                                                                                                                                                                                                                      manually sized. If you see any values topping out,
                                                                                                                                                                                                                                      the scale needs to be resized.
45    Job History           X     C      Career Centers, Service Start          N/A      Shows the names, job start and end dates, job titles, phone, e-mail, and city/state of Can be used to recruit customers with specific        -Customers will only appear if they filled out a job
      Occupations                        Date, Job End Date,                             residence for career center customers. There are two sets of customers in this report. occupational backgrounds for targeted job fairs,      history.
                                         Occupational Category and                       The first set are those who had an occupational code entered for their former job      workshops, or other events.                           -Because this report uses a dynamic parameter, 1)
                                         Specific Occupations, Job Title                 titles, and these customers are grouped by occupational category and then by                                                                 you will need to have a driver named "Moses2";
                                         Like, Job Title Not Like.                       specific occupation. The second set are those who have previous job titles but with                                                          contact the report developer for help to set up this
                                                                                         no occupational code, and they are selected based on keywords used to search their                                                           driver. 2) there will be a delay when you refresh the
                                                                                         job history job titles.                                                                                                                      report while the parameter pick list is being
                                                                                                                                                                                                                                      populated.
                                                                                                                                                                                                                                      -This report may be run for multiple career centers
                                                                                                                                                                                                                                      to maximize the number of customers meeting your
                                                                                                                                                                                                                                      criteria.
46    Job History           X     D      Career Centers, Service Date,          N/A      Mailing labels correspond to the Job History Occupations Report. If the same              Can be used to recruit customers with specific     See above comments for Job History Occupations
      Occupations-                       Job End Date, Occupational                      parameters are selected the number of labels should the total customers in the            occupational backgrounds for targeted job fairs,   Report.
      Labels                             Category and Specific                           parent report. Type of Labels: Avery 5260 (3 x 10). Note that the number of labels        workshops, or other events.
                                         Occupations, Job Title Like, Job                appears on the last page of the report.
                                         Title Not Like.
                                                                                                                                      Page 7 of 14
                           New Current    Parameters (User Selections)       Programs                                          Displays                                                                   Uses                          Comment
                               Version
47    Job History           X     F      Career Centers, Service Date,         N/A      This report is designed for export to Excel for use in mail merges. The mailing list        Can be used to recruit customers with specific      See above comments for Job History Occupations
      Occupations-                       Job End Date, Occupational                     corresponds to the Job History Occupations report. If the same parameters are               occupational backgrounds for targeted job fairs,    Report.
      Mailing List                       Category and Specific                          selected, the number of customers should be the same for both reports.                      workshops, or other events.
                                         Occupations, Job Title Like, and
                                         Job Title Not Like.
     Overall Performance Reports
48    OSCCAR Crystal      X      C       Type of Report, Location, Date        N/A      Uses existing OSCCAR data in the CS_OSCCAR_REPORT table, and allows the                     Allows the user to run all available OSCCARs for    -Please note that local report developers have
      Report View                        Range                                          user to recreate any OSCCAR ever run since the OSCCAR redesign in 2003                      any and all offices. Although there are a few       documented incorrect numbers on the existing
                                                                                        (FY2004 to present, as well as year-end reports for FY2002 and FY2003). Users can           inaccuracies in the OSCCAR, it is one of the        OSCCAR, including some employer counts, and
                                                                                        view reports for any/all local offices, any/all career centers, any/all LWIBs, and view     best summary reports available, if you are          monthly and/or year-to-date entered employment
                                                                                        all the various statewide reports, regardless of MOSES user access rights. In               comfortable with data based on transaction (data    counts for veterans and self-identified persons with
                                                                                        addition, users can view OSCCARs from a range of dates, not just the one month at           entry) dates instead of service dates.              disabilities. This report does not correct any
                                                                                        a time that the MOSES application limits users to.                                                                                              existing OSCCAR problems.

49    OSCCAR                      D      Location Level (Site, Career          N/A      Matches the OSCCAR Total Customers Served. The report will show anyone with an              Provides the list of customers that contribute to   Community of residence appears as entered into
      Customers Served                   Center, Region), Local Office,                 approved job or support service that was data entered during the report period, i.e.,       the OSCCAR and also provides a different look       MOSES. A planned revision will rely on zipcode to
                                         Career Center, Region, Fiscal                  the report is based on transaction dates, not service dates (with only one exception).      at demographics (with percentages), and             elminate misspellings, etc.
                                         Year, Report End Date.                         At the end of the report are tables that break down the enrollments by customer             provides a breakout by residence. Can be
                                                                                        demographics (age, disability, education level, ethnicity, primary language, and            exported to Excel for further analysis.
                                                                                        residence) in descending order of frequency.

50    OSCCAR Entered              E      Location Level (Site, Career          N/A      The OSCCAR Entered Employment report will match (or almost) the OSCCAR Total                By selecting the appropriate parameters, the        The OSCCAR Total Entered Employment number
      Employment                         Center, Region), Local Office,                 Entered Employment number if "data entry date" is chosen for the Type of Entered            user can display the customers that contribute to   includes anyone who ever had a general or job
                                         Career Center, Region, Fiscal                  Employment Date parameter, and if "Show All Entered Employments (Match                      the entered employment count in the OSCCAR.         service at the selected location and who had a job
                                         Year, Report End Date, Days                    OSCCAR)" is chosen for the Days Between Last Service and Job Start parameter.               The report can be exported for further analysis.    start recorded by any user in the state during the
                                         Between Last Service and Job                   Because it may not make sense to consider entered employments as attributable to            The demographics and residency of these             designated time period. Note that the entered
                                         Start, Type of Entered                         services received very long ago (see comments), you can also decide how large a             customers is also provided in crosstab form for     employments for people with disabilities may be
                                         Employment Date.                               time gap to allow between the last service received and the job start date. Crosstabs       further understanding of who is entering            higher than that shown in the OSCCAR, which is
                                                                                        at the end show entered employments by customer demographics (age, disability,              employment and for comparison with the same         believed to be inaccurate.
                                                                                        education level, ethnicity, primary language, and residence).                               demographics shown in the OSCCAR
                                                                                                                                                                                    Customers Served report.

51    OSCCAR Reports        X     C      Location Level (Local Office,         N/A      Shows OSCCAR data by fiscal year for the selected location in a crosstab and then           The OSCCAR Reports by Fiscal Year report
      by Fiscal Year                     Career Center, Region), Local                  shows results in charts (all, none, or selected charts) at the end of the report. Note      allows the user to compare OSCCAR Reports
                                         Office, Career Center, Region,                 that the report is organized by fiscal year only. To see a YTD cumulative report            across fiscal years for one selected location (a
                                         Date Range, Show Which Charts.                 through a specific month for a particular year, select a date range that includes that      region, a career center, or a local office).
                                                                                        month only.

52    OSCCAR Reports-       X     E      Location Level, Region, Career        N/A      Shows the actual data in a crosstab and then shows results in charts (all, none or          Allows the user to compare month by month           Note that monthly OSCCAR reports only became
      Comparison of                      Center, Local Office, Show                     selected charts) at the end of the report. This report shows OSCCAR Report                  performance for the selected year and previous      available in July, 2003 (FY'04), so dates before
      Fiscal Years by                    Which Charts, End Date.                        cumulative year to date totals on a month by month basis for the fiscal year of the         year.                                               July, 2004 should not be selected, since the report
      Month                                                                             selected end date and and the previous fiscal year for the selected region, career                                                              uses the FY of the selected date and the FY prior
                                                                                        center, or local office.                                                                                                                        to it. Requires legal size paper.

53    OSCCAR Reports-       X     E      Location Level (Local Office,         N/A      Shows a comparison of OSCCAR data by location (region, career center, local office)         The OSCCAR Reports-Multiple Locations report Note that this report requires legal size paper.
      Multiple Locations                 Career Center, Region), Local                  in a crosstab and then shows results in charts (all, none, or selected charts) at the       allows the user to compare OSCCARs for
                                         Office, Career Center, Region,                 end of the report. The results will be based on YTD totals through the month of the         multiple regions, career centers, or local offices
                                         Date, Show Which Charts.                       selected date.                                                                              for a selected report end date.

54    Service by                  A      Location Level; Region; Career        N/A      The Service by Community Report shows customers of the selected local office,               Allows the user to determine the geographic     Note that the user MUST select a region even if
      Community                          Center; Site; Fiscal Year; Report              career center, or region who have received services according to their region of            distribution of services based on customer      running the report by site (local office) or career
                                         End Date.                                      residence. Residents of the selected region are further shown by community of               residence. Shows what percentage of customers center.
                                                                                        residence. Customers of the local offices or career centers included in the region will     served reside in the region versus in other
                                                                                        appear in this report as long as they received at least one approved general (support)      regions. The report is useful when providing
                                                                                        service at the particular location level during the fiscal year. This report uses service   information to legislators and mayors/community
                                                                                        dates, not transaction dates, and therefore will not match OSCCAR reports, which            officials.
                                                                                        are based on transaction dates. Note also that residence in a community and region
                                                                                        are determined by zip code of residence.




                                                                                                                                      Page 8 of 14
                          New Current    Parameters (User Selections)      Programs                                              Displays                                                                    Uses                          Comment
                              Version
     Pick Lists
55    Case Managers-             A      Local Office, Name Order, Sort   Programs with   This pick list (list of possible values for a parameter) will display the user ID and the     This report can be used to populate parameter
      Pick List-A                       By.                              case            user name and will show only case managers for selected offices or for all offices            pick lists for the following reports:
                                                                         management      statewide. Case managers are included if they have an active user ID and have been            -Caseload-Program Report
                                                                         component.      assigned to cases in the case management program.                                             -General Program Report
                                                                                                                                                                                       -Veterans Caseload Report

56    Layoffs and                A      Sort By                               N/A        This report shows layoff IDs and related company names as they appear in the                  This report is intended to populate the Layoff ID
      Companies-Pick                                                                     MOSES Employer account, along with the city where the company is located. The                 parameter pick list in the "Company Layoffs-
      List                                                                               report can be sorted by ID, or by company name/location.                                      Workers Receiving Services" report.

57    Programs with              D      Local Office                     Career center   This pick list will display an abbreviation for the local office and the program name in      This report may be used to generate a               -Before running this report, go to file->report
      Abbrev LO Names -                                                  specific        the pick list description field, and will show either programs for selected offices or        parameter pick list of career center-specific       options and make sure that "Database server is
      Pick List                                                          programs        programs statewide. Programs included are based on certain criteria:                          programs. Ths report can be used to populate        case-insensitive" is NOT checked; this is
                                                                                         1) The program has an "Active" status;                                                        pick lists for the following reports:               necessary for local office names to be abbreviated.
                                                                                         2) There is a local office ID associated with it.                                             -Career Center Specific Program Report              -If the total number of programs exceeds 1000,
                                                                                         3) Either the program is new or there has been recent activity in it.                         -Career Center Specific Program Report-with         only the first 1000 will be imported into the
                                                                                                                                                                                       Start Date                                          parameter screen of the parent report.
                                                                                                                                                                                       -Career Center Specific Program Report with         -For a pick list that only shows programs for
                                                                                                                                                                                       Start Date-Labels                                   selected offices without office names, please use
                                                                                                                                                                                                                                           "Programs with No LO Names-Pick List".


58    Programs with No           A      Local Office                     Career center   This pick list will display the program ID and the program name and will show only            This report may be used to generate a               If you prefer a pick list that shows programs with
      LO Names - Pick                                                    specific        programs for selected offices.                                                                parameter pick list of career center-specific       abbreviated local office names and with the option
      List                                                               programs        Programs included are based on certain criteria:                                              programs. Ths report can be used to populate        of showing all programs statewide, please use a
                                                                                         1) The program has an "Active" status (i.e., it has not been inactivated).                    pick lists for the following reports:               different pick list report: "Programs with Abbrev LO
                                                                                         2) There is a local office ID associated with it.                                             -Career Center Specific Program Report              Names-Pick List".
                                                                                                                                                                                       -Career Center Specific Program Report-with
                                                                                                                                                                                       Start Date
                                                                                                                                                                                       -Career Center Specific Program Report with
                                                                                                                                                                                       Start Date-Labels

59    Statewide                  B      Career Center                                    This pick list will display the program name for statewide programs or an abbreviation        This report may be used to generate a               -Abbreviations will only appear if you have the
      Programs and CC                                                                    for the local office name and the program name for career center specific programs in         parameter pick list of statewide and career         appropriate setting in file->report options:
      Specific Programs                                                                  the pick list description field, and will show either programs for the selected career        center-specific programs. This report can be        "Database server is case insensitive" should NOT
      - Pick List                                                                        center or for all career centers. Uses the same criteria as the Programs with Abbrev          used to populate pick lists for the following       be checked.
                                                                                         LO Name Pick List, except that:                                                               reports:                                            -Should NOT be used for Career Center Specific
                                                                                         1) a local office ID is not required, and                                                     -Program Enr and Term-Not Customized                Reports or General Program Reports.
                                                                                         2) If the program is a career center specific program, it is included in the rollup for the                                                       -If the total number of programs exceeds 1000,
                                                                                         selected career center, i.e., career center specific programs without an associated                                                               only the first 1000 will be imported into the
                                                                                         career center are excluded.                                                                                                                       parameter setup screen of the parent report.

     Rapid Response/NEGs/Trade
60    Company Layoff           B4       Layoff ID, Company Name, Start        N/A        Shows the names and addresses of former (or soon to be laid off) employees                    Intended for outreach to customers who are          -Names and addresses will match the customers
      Labels                            Date, Region.                                    according to region where they are receiving services. Customers will only appear if          newly laid off and may not yet be enrolled in a     listed in the "Company Layoffs-Workers Receiving
                                                                                         they filled out a job history and if their job history identifies the company as having an    career center specific or general program,          Services" report, if the same parameter values are
                                                                                         appropriate layoff ID or their former company name includes the selected keyword or           although they may have been served by Rapid         used.
                                                                                         keyword phrase and if they have no job end date or their job end date is greater than         Response or visited a career center.                -Can be run by specific region or for all regions.
                                                                                         or equal to the selected start date for the report.                                                                                               Rapid response customers will appear when "All"
                                                                                                                                                                                                                                           is selected for the region parameter.




                                                                                                                                        Page 9 of 14
                          New Current    Parameters (User Selections)        Programs                                           Displays                                                                   Uses                            Comment
                              Version
61    Company Layoffs-           C4     Layoff ID, Company Name, Start         N/A       Shows former (or soon to be laid off) employees according to region where they are         The purpose of this report is to identify former (or   -To see a comprehensive list of companies
      Workers Receiving                 Date, Region                                     receiving services, with regions shown in descending order by number of customers.         soon to be laid off) employees who are receiving       associated with a layoff ID, or to find the layoff ID
      Services                                                                           The customer's phone number, and job start and end dates are shown, along with the         services at centers BEFORE any career center           by company name and location, please run the
                                                                                         most recent service date. Customers will only appear if they filled out a job history      specific programs (Rapid Response Set Aside,           report called "Layoff IDs and Related Companies".
                                                                                         and if their job history identifies the company as having an appropriate layoff ID or      NEGs, etc.) have been developed, with the goal         -Can be run by specific region or for all regions.
                                                                                         their former company name includes the selected keyword or keyword phrase and if           of outreach or determining the current demand          Rapid response customers will appear when "All"
                                                                                         they have no job end date or their job end date is greater than or equal to the            for services by people affected by a particular        is selected for the region parameter.
                                                                                         selected start date for the report. Active program enrollments (entered by any local       layoff. To report on customers already enrolled        -The "Company Layoff Labels" Report can be used
                                                                                         office) are shown.                                                                         in career center specific programs, you should         to generate labels for customers shown in this
                                                                                                                                                                                    use one of the two Career Center Specific              report.
                                                                                                                                                                                    Program reports that are available (by FY or by
                                                                                                                                                                                    Start Date).

62    Layoffs and                A      Sort By                                N/A       -This report shows layoff IDs and related company names as they appear in the              Can be used as a quick summary of all current
      Related                                                                            MOSES Employer account or as entered in the applicant job history, along with the          layoffs statewide. This report is also intended to
      Companies                                                                          city where the company is located.                                                         supplement the "Company Layoffs-Workers
                                                                                         -The report shows all layoffs with no completion date or with a completion date within     Receiving Services" report, and is meant to
                                                                                         the year preceding today's date.                                                           clarify which companies are associated with a
                                                                                         -Can be sorted by ID in order to see all companies related to a particular ID, or by       particular layoff ID.
                                                                                         company name/location in order to see all related IDs.
63    TAA Training         X            Approval Date Range; Group            Trade       Shows approved costs to offices for trade customers approved for training.                 Shows approved costs to offices for trade
      Approvals                         Choice (Career Center                                                                                                                       customers approved for training.
                                        Office/Vendor); Sort Order
                                        (Customer Name/Approval Date),
                                        Local Office, Petition Number,
                                        Petition Number Group.

64    Trade Application    X            Submittal Date Range; Local           Trade
      1666                              Area, Petition Number, Sort
                                        Order.
65    Trade Application    X            Submittal Date Range; Local           Trade
      1667                              Area, Petition Number, Sort Order

66    Trade Hearings       X            Hearing Date Range, Hearing           Trade
                                        Type, Location, Local Office, Sort
                                        Order.
67    Trade Waiver         X            Petition Number, Waiver End           Trade
      Report                            Range Local Area, Waiver Status

     Statewide Program Reports
68    Alerts-General             F4     Career Center, Program, Start        Statewide   Shows customers enrolled in a selected program found in the programs listed on the         Can be used as a basis for resolving the
      Programs                          Date, Alert, Case Manager.           Programs    Basic tab in MOSES if they have unresolved automatic alerts or manual alerts. The          conditions that lead to alerts.
                                                                                         report shows the customer ID, name, the date the alert was created, and a
                                                                                         description of the alert. The report is organized by case manager, and you have the
                                                                                         option of running the report for all case managers or for one.
69    Caseload Report-           L4     Program, Location Level, Local       Statewide   This report shows those customers who are active or who terminated from the                Can be used to see services delivered to each          Enrollees whose most recent service was at least
      Programs                          Office, Career Center, Fiscal        Programs    program (e.g., WIA Adults) sometime during the current fiscal year, who may or may         customer. Can be used to determine overall             three months before the fiscal year or who have
                                        Year, Months Since Last Service                  not be enrolled in case management, and who received at least one general                  status of each case manager's caseload by              not been enrolled in case management in the
                                        (Highlighting), Report Type                      (support) service within the three months prior to or during the fiscal year. The detail   active/terminated, and for active cases, the           selected location will not appear in this report.
                                        (Summary or Detail), Case                        view shows all support and job services this fiscal year. The summary view shows the       number of months since the most recent service.        Otherwise, customers appearing in this report will
                                        Manager (if user so wishes).                     customers and their most recent service. Both views show a summary by case                                                                        match those in the General Program Report.
                                                                                         manager of how many months since the last service was delivered.

70    Enrollment                 G1     Location Level (Site, Career         Statewide   -Shows # and % of customers by gender, age, ethnicity, primary language, education, Can be used to compare demographics of
      Demographics-                     Center, Region), Local Office,       Programs    disability, employment status at intake for a selected program.                      service population to population at large or to
      Program                           Career Center, Region, Program,                  -The report is based on all customers who are program participants during the report targeted goals.
                                        Fiscal Year, Report End Date,                    period, including carry-ins (if "All Enrollees" is chosen) and new customers.
                                        New Enrollees or All.



                                                                                                                                      Page 10 of 14
                           New Current    Parameters (User Selections)      Programs                                          Displays                                                                Uses                         Comment
                               Version
71   General Program        X    Y3      Location Level (Site, Career       Statewide   Mailing labels (Avery 5160 or 5260, 3 x 10) for customers that appear in the General   Can be used for targeted mailings to customers
     Report-Labels                       Center, Region), Local Office,     Programs    Program Report, except that subcategories may be selected for labels:                  in any statewide program (WIA, JSJR, etc.)
                                         Career Center, Region, Program,                1-All customers
                                         Fiscal Year, Report End Date,                  2-All customers who are active in the program who do not yet have a job.
                                         Case Manager (if you wish),                    3-Active customers in training who have completed, but with no job.
                                         Select Which Customers.                        4-Active customers in training in pending status and with no job.

72   General Program             AA2     Location Level (Site, Career       Statewide   Customer name, phone, employment detail, training course detail; grouped by carry-     Provides overview of current customer status        Same layout as the Career Center Specific
     Report                              Center, Region), Local Office,     Programs    in/new, active/terminated; summary by these groups of # employed, # retained,          and of program performance.                         Program Report, only for statewide programs (WIA,
                                         Career Center, Region, Program,                average wage, # course enrollments, # by course status, # not in training.                                                                 JSJR, DTA Skills, etc.)
                                         Fiscal Year, Report End Date,
                                         Report Type (Summary or Detail),
                                         Case Manager (if you wish).


73   General Program        X     B      Region, Location Level (Career     Statewide   Shows the number of customers enrolled by the region, based on their residency in      Shows the geographical distribution of enrollees -Based on all customers who are program
     Report-Residency-                   Center, Local Office), Program,    Programs    the home region, other regions, or out of state. Within the home and other region      within the region, and also shows how many non- participants during the report period, including
     Regional                            Fiscal Year, Report End Date.                  categories, there is a breakout by community. Percentages in all cases are the         residents are being served.                      carry-ins and new customers.
                                                                                        percentage of all enrollees in the region (NOT the percentage based on totals for a                                                     -Should not be run for periods earlier than 18
                                                                                        particular career center or location).                                                                                                  months ago.

74   General Program        X     B      Program, Fiscal Year, Report End   Statewide   Shows the number and percent of customers enrolled in the selected program based Allows comparison between regions of                      -Based on all customers who are program
     Report-Residency-                   Date.                              Programs    on region of residency. Residency is shown by home region (region enrolling the  percentage of residents/non-residents served.             participants during the report period, including
     Statewide                                                                          customer in the program), other region, or out of state.                         Also shows which other regions are represented            carry-ins and new customers.
                                                                                                                                                                         among the customers populaton.                            -Should not be run for periods earlier than 18
                                                                                                                                                                                                                                   months ago.
75   General Program        X    Z1      Location Level (Site, Career       Statewide   Intended for exporting data to be used in a mail merge file or to generate an e-mail    Can be used for targeted e-mails or mailings to
     Report-Email-                       Center, Region), Local Office,     Programs    list that corresponds to customers in the General Program report, except that it allows customers in any statewide program (WIA,
     Phone-Mailing List                  Career Center, Region, Program,                the user to select a subset of these:                                                   JSJR, etc.)
                                         Fiscal Year, Report End Date,                  1-All customers
                                         Case Manager (if you wish),                    2-All customers who are active in the program who do not yet have a job.
                                         Select Which Customers.                        3-Active customers in training who have completed, but with no job.
                                                                                        4-Active customers in training in pending status and with no job.

76   Termination Status-         E1      Program; Location Level (Site or   Statewide   Shows those customers who are active in or who terminated from the program (e.g.,      Intended for use in quality control of data entry   -The highlighting is only to help you identify
     Programs and                        Career Center); Local Office;      Programs    WIA) sometime during the current fiscal year and who were also enrolled in case        re: terminations.                                   potential cases that might require action; the use of
     Case Management                     Career Center; Fiscal Year.                    management.                                                                                                                                180 days since course completion does not reflect
                                                                                        Customers are highlighted in yellow if:                                                                                                    any established rule about when a customer must
                                                                                        1) they have terminated from either the program or from case management but not                                                            be terminated.
                                                                                        both;                                                                                                                                      -Note that this report assumes that course
                                                                                        2) they have a job start date but are still active in the program; or                                                                      enrollments fields (enrollment date, estimated
                                                                                        3) more than 180 days has elapsed since the course completion date or the                                                                  completion date, completion date) have been
                                                                                        estimated course completion date.                                                                                                          consistently filled out.




                                                                                                                                    Page 11 of 14
                            New Current    Parameters (User Selections)      Programs                                           Displays                                                                  Uses                          Comment
                                Version
     Surveys and Call Lists
77    Call List-No Svc in          B      Career Center; Start Date;           N/A      Identifies customers whose most recent OSCCAR approved service (support or job)             The report can be used both for contacting          If you track customer contact in the administrative
      N Days                              Number of Days (since last                    occurred between the selected start date and N number of days before the report run         people who have not recently used the centers       tab of MOSES, you might wish to use the related
                                          service).                                     date (data date). Customers whose most recent service is entered employment have            to encourage their return, and also to contact      report below, which also provides info on admin
                                                                                        been excluded from the report, but customers who entered employment during the              people to determine whether they have recently      services.
                                                                                        specified period, but who have received a service since then, are highlighted, with         entered employment and to collect placement
                                                                                        their job start date shown. In addition, certain non-OSCCAR approved supportive             information.
                                                                                        services are included in the report and are shown in bold italic in order to assist in
                                                                                        determining whether continued contact efforts make sense.

78    Call List-No Svc in     X    C      Career Center; Start Date;           N/A      Same as the previous report, except that admin services are not considered when             The report can be used both for contacting
      N Days - incl                       Number of Days (since last                    determining the most recent services date. The report uses certain admin services for       people who have not recently used the centers
      Admin Svcs                          service).                                     display, and others in order to exclude the customer. Please see page 1 of the report       to encourage their return, and also to contact
                                                                                        (Report description) for detail.                                                            people to determine whether they have recently
                                                                                                                                                                                    entered employment and to collect placement
                                                                                                                                                                                    information.

79    E-Mail or Mailing       X    G      Location Level; Career Center;       N/A      This report is designed for exporting to Excel for use in creating e-mail lists for those   The report can be used both for contacting          -The most recent service date will be based on
      List-No Svc in N                    Local Office; Start Date; Number              customers with e-mails or mailing lists and/or mail merges for those customers with         people who have not recently used the centers       service at the location level chosen.
      Days-Export                         of Days (since last service).                 no e-mail. This report identifies customers whose most recent OSCCAR approved               to encourage their return, and also to contact      -Since this report uses a table that is compiled
                                                                                        service (job or support) occurred between the selected start date and N number of           people to determine whether they have recently      nightly, if the report is run during non-work hours,
                                                                                        days before the report run date for the selected location. Unlike the call list reports,    entered employment and to collect placement         the report might return slightly inaccurate data.
                                                                                        customers who have been manually inactivated on or after the most recent service            information.
                                                                                        date have been removed. Like the Call List, it allows evaluates certain support
                                                                                        services that provide info helpful in determining the availability of the customer for
                                                                                        contact. Also shows the most recent service provider.



80    Mailing Labels-No            B      Career Center; Start Date;           N/A      Provides mailing labels for customers identified in the "Call List-No Svc in N Days"        For mailings to customers for purposes noted      If the resulting report does not match your label
      Svc in N Days                       Number of Days (since last                    report. Labels are Avery 5260 or 5160 (3 x 10).                                             above in the "Call List-No Svc in N Days" report. layout, it means your printer settings are different
                                          service).                                                                                                                                                                                   than those used during report design. Please
                                                                                                                                                                                                                                      contact the report developer for assistance.
81    Mailing List-No              C      Career Center; Start Date;           N/A      Designed for exporting to Excel for use in creating mailing lists and/or mail merges.       For mailings to customers for purposes noted
      Svc in N Days-                      Number of Days (since last                                                                                                                above in the "Call List-No Svc in N Days" report.
      Export                              service).
     Training Provider Reports
82    ITA-Approved                 A      Region, Detail or Summary,           N/A      -Summary view shows all courses approved for ITAs for a selected region, with the           Can be used by case managers working with
      Programs-Region                     Course Keyword.                               course ID, course location (city), and start and end dates of course approval.              customers seeking training, or can be printed
                                                                                        -The detail view also shows course contact information, course description, course          periodically for customer use in the resource
                                                                                        schedule information, self-reported performance, and course cost.                           room.
                                                                                        -If you wish to see only certain types of courses, you can use a keyword to select
                                                                                        courses.

83    ITA-Approved                 A      Course Keyword.                      N/A      -Shows all courses approved for ITAs statewide, along with the course ID, course            Can be used by case managers working with           Does not show course detail. Please use the ITA
      Programs-                                                                         location (city), and start and end dates of course approval.                                customers seeking training, or can be printed       Approved Programs-Region for detail info.
      Statewide                                                                         -If you wish to see only certain types of courses, you can use a keyword to select          periodically for customer use in the resource
                                                                                        courses.                                                                                    room.




                                                                                                                                      Page 12 of 14
                           New Current    Parameters (User Selections)       Programs                                             Displays                                                                Uses                       Comment
                               Version
     UI-CCS
84    Return after CCS      X     N      Location Level (Region or Career Customers         -Shows customers who have participated in a Career Center Seminar and identifies      -Can be used for followup contact with             Please note that this report does not distinguish
                                         Center); Region; Career Center; participating in   customers who did or did not return after the CCS for an OSCCAR approved support      customers who have not yet returned for            customers who received a post-CCS service
                                         Start Date, Show Which           CCS.              or job service at the selected location.                                              services following participation in CCS.           during the 90 days following the CCS from those
                                         Customers, Report Level                            -Can be run by region, career center, or statewide for all CCS participants or only   -Can be used to gauge success in engaging          whose first post-CCS service was more than 90
                                         (Summary/Detail), Sort Details.                    those who did not return. Shows the number of days elapsed since the most recent      customers in repeat activities.                    days after the CCS.
                                                                                            service and contact info (phone, e-mail). In detail view, customers can be sorted
                                                                                            alphabetically or by days since their last service.
                                                                                            -Summary view shows a crosstab with the # and % of customers returning for service
                                                                                            by location and the # and % of returning or non-returning customers whose most
                                                                                            recent service was within a 90 day period ending yesterday.

     Veterans
85    Followup              X     K      Location Level, Career Center,   VWIP (Currently   -Shows all VWIP enrollees who were active at some time during the selected time           May be used by case managers as a guide to     -Summaries are intended only to assist the user in
      Retention History-                 Local Office, Start Date, End    I and II)         period and who have entered employment. Status at followup is shown for periodic          when necessary followups must be made;         gauging current WIA performance; they are not
      VWIP                               Date, Program, Highlight, Group                    follow-up and months 1 to 12 following the job start date. The user can highlight all 12 provides phone numbers for followup purposes.   identical to those used for formal WIA
                                         By (Career Center with Page                        or only selected follow-up periods if contact is due. Following the 12-month periods                                                     Performance.
                                         Break After, Career Center                         are three columns that automatically translate follow-up contacts to WIA                                                                 -The WIA Criteria columns reflect an adjustment
                                         without Page Break, Local Office                   performance.                                                                                                                             based on the difference in months between the job
                                         with Page Break After, Local                       -May be run for the entire state or for specific career centers or local offices, and may                                                start date and the last month of the exit quarter. It
                                         Office without Page Break, Exit                    be grouped by career center, local office, or by exit quarter, or not grouped.                                                           is assumed that followup codes are entered based
                                         Quarter, or Do Not Group).                         -Crosstabs show summary information for customers who were working during the                                                            on the elapsed time since the job start date,
                                                                                            first quarter after exit.                                                                                                                regardless of the exit date.
                                                                                            -Designed for export to Excel, so fields have not been allowed to wrap.

86    Veterans Caseload          G1      Career Center; Fiscal Year;       Veterans in      -Shows those veterans who received a support service during the fiscal year and who   A tool for case managers and program               -Even though both support and job services are
      Report                             Report Type (Summary/Detail);     Case             were active in the case management program sometime during the FY. The report is      managers to track both job and support services    shown in the detail of this report, customers are
                                         Months Since Last Service (For    Management       not limited to veterans who are case managed by veterans reps, but instead includes   delivered to veterans and to track the most        selected based on receiving a support (general)
                                         highlighting), Case Manager (if                    all veterans case managed by any staff person.                                        recent contact with the veteran by case manager    service during the fiscal year; if only a job service
                                         the user wishes).                                  -Detail view shows all support and job services delivered this year. Summary view     (vets rep or other).                               is received in the FY, the customer will not appear.
                                                                                            shows the customers with their most recent service. The report is organized by case                                                      This will be fixed in a future version.
                                                                                            manager, and then by customers status: carry-in or new, active or terminated. A                                                          -The subreport at the end was added in order to
                                                                                            summary chart for each case manager shows customer status and a frequency count                                                          identify customers who had a service recently, but
                                                                                            by number of months since last service for active customers.                                                                             not yet within the FY; the subreport will only appear
                                                                                            -A subreport shows veterans in case management whose most recent service is                                                              during the first six months of the FY.
                                                                                            between six months before today and the beginning of the FY.

87    Veterans Labels       X     A      Local Office; Start Date, Show    Veterans with    Designed for Avery 5160 or 5260 (3 x 10) labels. This report shows all veterans       Outreach to veterans.                              If the resulting report does not match your label
                                         App ID?                           Vets Code        (defined as having a veterans code in the Main table), regardless of whether they are                                                    layout, it means your printer settings are different
                                                                                            in case management or being served by veteran's representatives, whose most                                                              than those used during report design. Please
                                                                                            recent service at the selected location occurred on or after the selected start date.                                                    contact the report developer for assistance.

88    Veterans Staff        X     H      Career Center, Show Customer      Open cases       Shows all open cases only for veterans staff. If run at the detail level, the report Tool for management of vets staff caseloads.        If the report is run statewide, the most recent
      Caseload                           Detail?                           managed by       shows customer names, type and date of the most recent service, whether disabled Can be used to identify missing information for         service per customer will reflect the most recent
                                                                           Vets Staff       or not, whether there is a verified DD214, and branch of the military. For each case collection and data entry.                          service received anywhere. If it is run per career
                                                                                            manager, crosstab summaries show 1) a breakout of military branch by presence of a                                                       center, the most recent service will reflect the most
                                                                                            DD214 and vets code; 2) presence of a disability; and 3) the number of months since                                                      recent service at that center.
                                                                                            the most recent service broken out by year of case creation. At the end, a crosstab
                                                                                            shows all case managers by total open caseload, broken out by DD214 and veteran
                                                                                            or not (as determined by the Veterans Code in the Main table).




                                                                                                                                        Page 13 of 14
                            New Current    Parameters (User Selections)          Programs                                              Displays                                                                 Uses                          Comment
                                Version
89    Veterans Staff -       X     A      Career Center, Show Customer        Customers         Shows customers who are not veterans (have no Veteran Code) served by veterans Can be used to track customers who need to                     -Picks up customers whose case is in process, i.e.,
      Services to Non-                    Detail?, Start Date.                served by Vets    staff. If run at the detail level, the user can see customer names, type (support or job provide additional info to be classified as Vets;    who have not yet provided necessary information
      Vets                                                                    Staff without a   service) and date of the most recent service, whether disabled or not, whether they      can be used to track staff services to non-Vets.     to be classed as a Veteran, in addition to non-
                                                                              Vets Code         have a verified DD214, and branch of the military. For each case manager, crosstab                                                            Veteran customers
                                                                                                summaries show 1) a breakout of military branch and recently released status by
                                                                                                DD214 or not , 2) whether they have a disability or not. At the end of the report, a
                                                                                                crosstab shows all case managers by DD214 status and branch of customers served.
                                                                                                Note that only vets staff who have served non-veteran customers appear in the
                                                                                                report.

90    VWIP                   X     L       Location Level, Career Center,   VWIP (Currently     -Shows employment and course information for VWIP participants. A summary by              For management and reporting on the VWIP            -This report is designed for export, so fields will not
                                          Local Office, Start Date, Report  I and II)           enrollment status, employment, and course status, appears per group and for the           program.                                            wrap.
                                          End Date, Program, Group By                           report as a whole.
                                          (Do Not Group, Career Center                          -Shows people, not cases, for employment and course enrollment counts. Differs
                                          with Page Break After, Career                         from CC-Specific Report in certain ways, as specified in the report description. The
                                          Center without Page Break, Local                      two reports provide complementary information.
                                          Office with Page Break After,                         -Crosstabs provide summaries for people with disabilities, ethnicity, enrollment and
                                          Local Office without Page Break).                     exit date, age, gender, and years since discharge.

     WIA Reports
91    CMPerformance                A      Local Area, Performance             WIA Title I       Produces names and associated information for participants who are missing from           Maximizing WIA Title I performance by               A full set of instructions has been posted to
      Review Tool                         Measure                                               the numerator of a selected federal performance measure for a selected local area         identifying customers in need of followup.          www.massworkforce.org, issuance # 06-77.
                                                                                                from the last reported quarter. Staff can then use these results to check MOSES
                                                                                                entered data and to follow-up on participants in order to achieve the best possible
                                                                                                performance on the federal measures. The source for the performance data is the
                                                                                                CS_CMWIQ_DATA table.

92    Follow-up              X    F1      Location Level, Region, Career      WIA Title I       Shows Title I or Trade enrollees who were active sometime during the selected time        May be used by case managers as a guide to          -Summaries are intended to assist the user in
      Retention History                   Center, Local Office, Start Date,                     period and who have entered employment. Status at followup is shown for periodic          when necessary followups must be made;              gauging current WIA performance; however, the
                                          End Date, Program, Highlight,                         follow-up (status plus date) and months 1 to 12 following the job start date. The user    provides phone numbers for followup purposes.       summaries are not identical to those used for
                                          Case Manager, Group By Case                           can highlight all 12 or selected follow-up periods if contact is due. Following the 12-   Estimates whether entered employment will           formal WIA Performance.
                                          Manager, Group by Exit Quarter                        month periods, are three columns relating follow-up contacts to WIA performance.          contribute to WIA performance.                      -The WIA Criteria columns reflect an adjustment
                                          (within Case Manager group if it                      Customers with exclusionary exits are highlighted in aqua.                                                                                    based on the difference in months between the job
                                          exists; otherwise, within local                                                                                                                                                                     start date and the last month of the exit quarter. It
                                          office. Note that the user MUST                                                                                                                                                                     is assumed that followup codes are entered based
                                          select a region regardless of the                                                                                                                                                                   on the elapsed time since the job start date,
                                          selected location level.                                                                                                                                                                            regardless of the exit date.

93    Title I Participant    X     G      Region, Funding Source, Fiscal      WIA Title I       Shows Title I enrollees, along with any outcomes to date. Outcome summaries are      Managing WIA performance.                                -Based on former "POUT" report.
      Outcomes                            Year, Report End Date.                                based only on those customers who have terminated, with the exception of the                                                                  -For retentions during the year following exit, see
                                                                                                earned credential summary. The detail view, however, will show entered                                                                        the "Follow-up Retention History" report.
                                                                                                employment/outcome information regardless of termination status. Wage information                                                             -Summaries are intended to assist the user in
                                                                                                is based on wage at placement, and average wage is based on the wage of the most                                                              gauging current WIA performance; however, the
                                                                                                recent job. Retention is based on 30-day retention data only. All rates are based on                                                          summaries are not identical to those used for
                                                                                                non-exclusion exits. The attained credential field identifies those customers who                                                             formal WIA Performance.
                                                                                                earned a high school diploma or equivalent or a recognized credential.

94    Title I Participant    X     H      Region, WIA Program, Fiscal     WIA Title I           Shows Title I enrollees, along with any outcomes they may have earned to date,            Managing WIA performance.                           -Summaries in this report are intended to assist the
      Training and                        Year, Report End Date, Group By                       along with details of training course enrollments. The attained certificate/diploma field                                                     user in gauging current WIA performance;
      Outcomes                                                                                  identifies those customers who earned a high school diploma or equivalent or a                                                                however, the summaries are not identical to those
                                                                                                recognized certificate. While this field will appear in the detail regardless of exit                                                         used for formal WIA Performance.
                                                                                                status, it will not be counted in the summaries unless the customer has exited.                                                               -Definitions of summaries used in the report are
                                                                                                                                                                                                                                              provided on the report description page (page 1 of
                                                                                                                                                                                                                                              the report).

95    Youth Goals            X     C      Region, Report Type (Summary WIA Title I              -Produces a list of Title I Youth that have goals pending. Customers whose program        Assists in managing goal attainment reporting for
      Pending                             or Detail), Target Date (Range),                      enrollment date is before the selected latest program enrollment date and who have        youth.
                                          Latest Program Enrollment Date.                       not exited or whose program exit date is less than one year before the beginning of
                                                                                                the target date range are shown if they have youth goals set, but not yet attained.



                                                                                                                                             Page 14 of 14

				
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Description: Project Reports on Credit Reports document sample