EC Weekly Audit

• Conducted on

  Date

• Prepared by

Anchors

• KPI Quarter to Date Actual

• KPI Month to Date Actual

Caseload Management Report

• Pending

• Pending (More than 5 Days)

• No Future Appointment

• Appointments Not Resulted

• Job Plan Expired, Not Created or Pending Approval

• Primary Disability Missing

• Program Reviews Requiring ESAT Booking

• Overdue JSCI's

• Outstanding Tunnel Tasks

• Appointment Date

  Date

• Format of Appointment

  Face to Face

  Phone

  Video Conference

• Appointment Result

  Attended

  Did Not Attend Valid

  Did Not Attend Invalid

  Not Resulted

  Rescheduled

• Future Appointment Made within 10 Business Days (if ATT) or 2 Business Days (if DNA)

  Yes

  No

• File Note completed in Tunnel within 24 Hours

  Yes

  No

• Referred to 2 Vacancies or 2 Services

  Yes

  No

• Booked into Jumpstart or 1+1 Marketing with you

  Select Booked for Jumpstart Booked for 1+1 Marketing Barrier Intervention In Progress No Marketing or Intervention Completed

  • Booked for Jumpstart
  • Booked for 1+1 Marketing
  • Barrier Intervention In Progress
  • No Marketing or Intervention Completed

• Offered ESHER House

  Select Offered ESHER and Not Interested Completed Questionnaire Completed Questionnaire and scheduled in for ESHER Workshop Questionnaire Complete and Attended ESHER Workshop DID NOT Offer ESHER House

  • Offered ESHER and Not Interested
  • Completed Questionnaire
  • Completed Questionnaire and scheduled in for ESHER Workshop
  • Questionnaire Complete and Attended ESHER Workshop
  • DID NOT Offer ESHER House

• Offered WISE Wellbeing

  Select Offered WISE Wellbeing and Not Interested Completed WISE Wellbeing Report WW Report Complete with Coaching In Progress or Complete WW Report Complete and Declined Coaching DID NOT Offer WISE Wellbeing

  • Offered WISE Wellbeing and Not Interested
  • Completed WISE Wellbeing Report
  • WW Report Complete with Coaching In Progress or Complete
  • WW Report Complete and Declined Coaching
  • DID NOT Offer WISE Wellbeing

• Offered Menu of Activities

  Select Offered Menu of Activities and Not Interested Booked into a future Menu of Activity session DID NOT Offer Menu of Activities

  • Offered Menu of Activities and Not Interested
  • Booked into a future Menu of Activity session
  • DID NOT Offer Menu of Activities

• Job Plan is valid and has been tailored to include current activities and assistances

  Yes

  No

• Current and Professional Resume uploaded to ESS and Tunnel

  Yes

  No

• Current Authority to Disclose Form on Tunnel

  Yes

  No

• Current Privacy form on Tunnel

  Yes

  No

• Current Initial forms on Tunnel with Initial File Note Completed

  Yes

  No

• Current Direct Registration forms on Tunnel (If required)

  Yes

  No

  Not Required

• Appointment Date

  Date

• Format of Appointment

  Face to Face

  Phone

  Video Conference

• Appointment Result

  Attended

  Did Not Attend Valid

  Did Not Attend Invalid

  Not Resulted

  Rescheduled

• Future Appointment Made within 10 Business Days (if ATT) or 2 Business Days (if DNA)

  Yes

  No

• File Note completed in Tunnel within 24 Hours

  Yes

  No

• Referred to 2 Vacancies or 2 Services

  Yes

  No

• Booked into Jumpstart or 1+1 Marketing with you

  Select Booked for Jumpstart Booked for 1+1 Marketing Barrier Intervention In Progress No Marketing or Intervention Completed

  • Booked for Jumpstart
  • Booked for 1+1 Marketing
  • Barrier Intervention In Progress
  • No Marketing or Intervention Completed

• Offered ESHER House

  Select Offered ESHER and Not Interested Completed Questionnaire Completed Questionnaire and scheduled in for ESHER Workshop Questionnaire Complete and Attended ESHER Workshop DID NOT Offer ESHER House

  • Offered ESHER and Not Interested
  • Completed Questionnaire
  • Completed Questionnaire and scheduled in for ESHER Workshop
  • Questionnaire Complete and Attended ESHER Workshop
  • DID NOT Offer ESHER House

• Offered WISE Wellbeing

  Select Offered WISE Wellbeing and Not Interested Completed WISE Wellbeing Report WW Report Complete with Coaching In Progress or Complete WW Report Complete and Declined Coaching DID NOT Offer WISE Wellbeing

  • Offered WISE Wellbeing and Not Interested
  • Completed WISE Wellbeing Report
  • WW Report Complete with Coaching In Progress or Complete
  • WW Report Complete and Declined Coaching
  • DID NOT Offer WISE Wellbeing

• Offered Menu of Activities

  Select Offered Menu of Activities and Not Interested Booked into a future Menu of Activity session DID NOT Offer Menu of Activities

  • Offered Menu of Activities and Not Interested
  • Booked into a future Menu of Activity session
  • DID NOT Offer Menu of Activities

• Job Plan is valid and has been tailored to include current activities and assistances

  Yes

  No

• Current and Professional Resume uploaded to ESS and Tunnel

  Yes

  No

• Current Authority to Disclose Form on Tunnel

  Yes

  No

• Current Privacy form on Tunnel

  Yes

  No

• Current Initial forms on Tunnel with Initial File Note Completed

  Yes

  No

• Current Direct Registration forms on Tunnel (If required)

  Yes

  No

  Not Required

• Appointment Date

  Date

• Format of Appointment

  Face to Face

  Phone

  Video Conference

• Appointment Result

  Attended

  Did Not Attend Valid

  Did Not Attend Invalid

  Not Resulted

  Rescheduled

• Future Appointment Made within 10 Business Days (if ATT) or 2 Business Days (if DNA)

  Yes

  No

• File Note completed in Tunnel within 24 Hours

  Yes

  No

• Referred to 2 Vacancies or 2 Services

  Yes

  No

• Booked into Jumpstart or 1+1 Marketing with you

  Select Booked for Jumpstart Booked for 1+1 Marketing Barrier Intervention In Progress No Marketing or Intervention Completed

  • Booked for Jumpstart
  • Booked for 1+1 Marketing
  • Barrier Intervention In Progress
  • No Marketing or Intervention Completed

• Offered ESHER House

  Select Offered ESHER and Not Interested Completed Questionnaire Completed Questionnaire and scheduled in for ESHER Workshop Questionnaire Complete and Attended ESHER Workshop DID NOT Offer ESHER House

  • Offered ESHER and Not Interested
  • Completed Questionnaire
  • Completed Questionnaire and scheduled in for ESHER Workshop
  • Questionnaire Complete and Attended ESHER Workshop
  • DID NOT Offer ESHER House

• Offered WISE Wellbeing

  Select Offered WISE Wellbeing and Not Interested Completed WISE Wellbeing Report WW Report Complete with Coaching In Progress or Complete WW Report Complete and Declined Coaching DID NOT Offer WISE Wellbeing

  • Offered WISE Wellbeing and Not Interested
  • Completed WISE Wellbeing Report
  • WW Report Complete with Coaching In Progress or Complete
  • WW Report Complete and Declined Coaching
  • DID NOT Offer WISE Wellbeing

• Offered Menu of Activities

  Select Offered Menu of Activities and Not Interested Booked into a future Menu of Activity session DID NOT Offer Menu of Activities

  • Offered Menu of Activities and Not Interested
  • Booked into a future Menu of Activity session
  • DID NOT Offer Menu of Activities

• Job Plan is valid and has been tailored to include current activities and assistances

  Yes

  No

• Current and Professional Resume uploaded to ESS and Tunnel

  Yes

  No

• Current Authority to Disclose Form on Tunnel

  Yes

  No

• Current Privacy form on Tunnel

  Yes

  No

• Current Initial forms on Tunnel with Initial File Note Completed

  Yes

  No

• Current Direct Registration forms on Tunnel (If required)

  Yes

  No

  Not Required