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The guide explains how case managers should use the ASSET system for reporting and case management while noting that some locally retained documents cannot be entered or reproduced in the system. It provides requirements and acceptable verification for key participation elements, including local application forms, equal opportunity notifications, releases of information, disability documentation, veteran status, employment and participation dates, dislocation evidence, and assessment documentation with timeliness rules.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/adult-and-dislocated-worker-programs-guide-to-participant-case-file-documentation/305089/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/adult-and-dislocated-worker-programs-guide-to-participant-case-file-documentation/305089.png","ImageObject",442,249,{"name":88,"@type":89},"Fahsai","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-07","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",8,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"Why should case managers use the ASSET system for participant case file reporting and management?","Question",{"text":109,"@type":110},"Case managers should use ASSET to its fullest extent both as a reporting tool and a case management tool. Locally retained documents that cannot be reproduced or easily entered will not be completely eliminated, but ASSET can reduce duplicate reporting and local storage needs while supporting data validation and file reviews.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What documentation is required for the Equal Opportunity (EO) notification and grievance procedures?",{"text":114,"@type":110},"Use a Workforce Development Board (WDB)-issued statement describing participants’ rights, how to file a grievance, and available assistance for disabled persons. Participants must sign that they received copies of the EO notification and grievance procedures, and these signed documents must be kept in each participant file.",{"name":116,"@type":107,"acceptedAnswer":117},"What assessment documentation must be maintained, and what timeliness applies to previous assessments?",{"text":118,"@type":110},"Documentation of assessments performed must be maintained in the case file, with results reported in ASSET. If previous assessments are used, they must contain current information and be no more than six months old.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},305089,1791212496,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":79},549768702563,"https://ap-avatar.wpscdn.com/avatar/8000c4aa63b76e948b?x-image-process=image/resize,m_fixed,w_180,h_180&k=1786536092046926083","Workforce Innovation and Opportunity Act (WIOA) Title 1B  \nAdult and Dislocated Worker Programs Guide to Participant Case File Documentation  \nDepartment of Workforce Development Division of Employment and Training  \nJuly 2015  \nWorkforce Investment Act (WIA) Adult/Dislocated Worker Participant Case File Documentation  \nThe Automated System Support for Employment and Training (ASSET) system is Wisconsin's WIA Title 1, Title 3 and Trade Adjustment Assistance (TAA) reporting system. To the extent possible, case managers should use ASSET to its fullest extent as both a reporting and a case management tool. The need for locally retained documents that cannot be reproduced or easily entered into the system will never be completely removed. However, to reduce duplicate reporting, minimize local storage requirements, facilitate staff file reviews, and validate participant data, there are a number of items that can, and should be reported in ASSET.  \n\n| Participation Requirement/ Data Element Validation | Acceptable Documentation/Verification |\n| --- | --- |\n| Local Application Form | 􀁸 Signed and dated local application form |\n| Equal Opportunity (EO) Notification and Grievance Procedures | 􀁸 Workforce Development Board (WDB)-issued statement with a notification about the participant’s rights, how to file a grievance, and about assistance available for disabled persons.\u003Cbr>􀁸 Participants must sign that they have received copies of the EO notification and grievance procedures, and these signed documents must be in each participant file. |\n| Release of Information\u003Cbr>Authorization | 􀁸 Statement authorizing release of a participant’s personal information to other providers on a need-to-know basis. Statement signed and dated by participant and clearly indicates information to be released, to whom, and effective dates. The participant is provided a copy and copy retained in case file.\u003Cbr>This need not be a stand-alone document – may be combined with other forms in use (e.g. , local application form) . |\n| Individual with a Disability | • Letter from Drug or Alcohol Rehabilitation Agency\u003Cbr>• Medical Records\u003Cbr>􀁸 Physician, Psychiatrist or Psychologist diagnosis/statement\u003Cbr>􀁸 Rehabilitation evaluation\u003Cbr>􀁸 School records\u003Cbr>􀁸 Documentation from sheltered workshop\u003Cbr>􀁸 Social Security Administration Disability records\u003Cbr>􀁸 Social Service records/referrals\u003Cbr>􀁸 Veterans Administration letter/records\u003Cbr>􀁸 Vocational Rehabilitation letter/statement |\n\n\n| Participation Requirement/ Data Element Validation | Acceptable Documentation/Verification |\n| --- | --- |\n| Individual with a DisabilityContinued | 􀁸 Worker’s Compensation records/statement\u003Cbr>􀁸 Applicant statement\u003Cbr>􀁸 Case notes regarding observable condition |\n| Veteran Status* | 􀁸 DD-214 form (military separation/discharge papers)\u003Cbr>􀁸 Other military documents\u003Cbr>􀁸 Verification from Local Veterans Employment Representative (LVER) or Disabled Veterans Outreach Program (DVOP) staff. Otherwise, assist veteran with obtaining the DD-214 form (see\u003Cbr>[http://dva.state.wi.us/WebForms/WDVA_1045_Request_for_Release_Discussion_Veterans_Rec](http://dva.state.wi.us/WebForms/WDVA_1045_Request_for_Release_Discussion_Veterans_Rec)[ords.pdf](ords.pdf) |\n| Employment Status at Participation* | 􀁸 Pay stub showing current employment\u003Cbr>􀁸 Pay stub showing last date of employment if not employed at participation\u003Cbr>􀁸 Employer statement or telephone verification\u003Cbr>􀁸 Applicant statement\u003Cbr>􀁸 Case notes |\n| Participation Date* | 􀁸 Signed application\u003Cbr>􀁸 Attendance sheets\u003Cbr>􀁸 Case notes |\n| Date of Qualifying Dislocation* and Special Response/National Emergency Grant Qualifying Employer*\u003Cbr>(Dislocated Workers) | 􀁸 Verification from employer\u003Cbr>􀁸 Notice of layoff\u003Cbr>􀁸 1st Unemployment Insurance letter/statement (indicating dislocation employer)\u003Cbr>􀁸 Rapid Response List\u003Cbr>􀁸 Media article or public announcement describing the layoff; must include name of medium in which published and date of publication, along","cbCaidzJm35AewkP","https://ap.wps.com/l/cbCaidzJm35AewkP","pdf",235720,10,"English","# Participation Requirement / Data Element Validation\n## Acceptable Documentation / Verification\n### Local application form\n### Equal opportunity notification and grievance procedures\n### Release of information authorization\n### Individual with a disability\n### Veteran status\n### Employment status at participation\n### Participation date\n### Date of qualifying dislocation and special response/national emergency grant qualifying employer\n### Assessment","[{\"question\":\"Why should case managers use the ASSET system for participant case file reporting and management?\",\"answer\":\"Case managers should use ASSET to its fullest extent both as a reporting tool and a case management tool. Locally retained documents that cannot be reproduced or easily entered will not be completely eliminated, but ASSET can reduce duplicate reporting and local storage needs while supporting data validation and file reviews.\"},{\"question\":\"What documentation is required for the Equal Opportunity (EO) notification and grievance procedures?\",\"answer\":\"Use a Workforce Development Board (WDB)-issued statement describing participants’ rights, how to file a grievance, and available assistance for disabled persons. Participants must sign that they received copies of the EO notification and grievance procedures, and these signed documents must be kept in each participant file.\"},{\"question\":\"What assessment documentation must be maintained, and what timeliness applies to previous assessments?\",\"answer\":\"Documentation of assessments performed must be maintained in the case file, with results reported in ASSET. If previous assessments are used, they must contain current information and be no more than six months old.\"}]","Adult and Dislocated Worker Programs Guide to Participant Case File Documentation | PDF",1789821867]