CalWORKs Creating Counselor Notes and Student Contacts
Summary
Label | Description |
|---|---|
| Business Process | CalWORKs Counseling |
| Module | CalWORKs |
| Prerequisites | Students must already have completed CalWORKs Orientation and have a term entry |
| Description | This job aid will walk you through the process to complete a student contact and create/maintain counselor notes. |
Notes:
Be sure to set your User Defaults and Allow for pop-ups.
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Instructions:
| Step | Instructions |
|---|---|
| 1 | |
| 2 | In the top right corner, click on the navbar icon
|
| 3 | Navigate to Campus Solutions → MIS/320 Reporting → MIS Data Collection → Student CalWORKs Data
|
| 4 | This will bring you to the search page that will ask you which student you wish to view. At the search page, pull up the student you wish to update. Note you can also look up a student by their first and last name, but the fastest method is by using their ID.
Once you enter in the appropriate information, click on
|
| 5 | The first page you should see in the CalWORKs Information tab. This page is where you will enter your "Student Contact" counselor notes at the bottom
|
| 6 | If you need to add a new row, click on the + icon to the right. Then choose the appropriate Contact Type. Your Employee ID will default with yours.
|
| 7 | Next you'll need to enter in your counselor notes. To do so, click on the "Notes" tab in the "Student Contacts" section.
Type in your notes, and then click on Save. |
| 8 | You're done! |
Note: If you click on search and see more than one entry, be sure you're clicking on the right student AND the right term/semester.
