Implementing the CRD System (Powerpoint)

Preparing for Implementation
January 24 – 27. 2011
• IEP and Forms Handouts
• Jump Drive
 Provide
an online case management
system for the FJEP projects with robust
data tracking and reporting functionality.
Paper and Online application options
Automated confirmation of eligibility
Offsite review and auditing of customer records
Online tracking and editing of IEP, Case Notes
and Training Activities
Tracking of service dates, exit dates and
retention activities
 March
31: End of Quarter 3, PY 2010-11
• Begin use of new FJEP Forms
• Continue use of existing paper IEP with customers
• Data entry continues in existing system
• Simultaneous data entry in CRD at identified sites
April 30, 2011 – (Target Date)
Data migration from existing database to CRD
Early May, 2011 – (Target Date)
Directive from Tampa Program Office to
commence data entry solely into CRD.
 Project Staff login to CRD and review customer
May 15, 2011
Last WIASPR Report is sent to DOLETA from the
existing database
June 30, 2011
Preparations of 4th Quarter data begin for the first
WIASPR Report from CRD
August 15, 2011
First WIASPR Report created from the CRD is sent
 1. Prepare
Case Notes for entry into
customer’s record:
• Put case notes in an editable Word document in
consecutive order.
• Include the date of each case note entry in the
• Include the initials of the author in the text
Your login and project name will appear here
Add the author’s initials
Add this date to your entry.
Each individual case note will need to be copied
and pasted into a separate entry.
Each customer will have an up-to-date, chronological
service history
Improved continuity of services
‘My Office’ functionality for all users
 2.
Prepare IEP and associated customer
data for entry into CRD:
• Put assessment results, IEP goals, and narrative
accounts in an editable Word document in
consecutive order.
• Choose the applicable CRD section and fields
for data entry (see IEP handout)
3. Compile a list of relevant services and
dates for your customer for later
comparison with CRD and reports.
• Enrollment date
• IEP dates – creation and revisions
• Training dates – classroom, OJT
• Date of Last Service, or Exit Date
• Retention status
• Outcome and participation data

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