CalWORKs Creating Counselor Notes and Student Contacts

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.

Login to mySDCCD at http://my.sdccd.edu 

Open

In the top right corner, click on the navbar icon  then click on Navigator

Open

Navigate to Campus Solutions → MIS/320 Reporting → MIS Data Collection → Student CalWORKs Data

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.

• Enter in SDCCD as the Academic Institution 

  •  This is always going to be SDCCD

• Enter in the appropriate career

• Enter in your Campus 

• Enter the Reporting Term (e.g. 2187 for Fall 2018 or 2193 for Spring 2019)

Once you enter in the appropriate information, click on 

 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.

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

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.

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.  

You're done!