Virtual OneStop Feature Enhancements in V11.0 R1 · Confidential – Geographic Solution, Inc. ( Last modified: 11/17/2010 7:10 PM Release 2) page 1 of 35 Virtual OneStop® Feature

Confidential – Geographic Solution, Inc. Last modified: 11/17/2010 7:10 PM (Release 2) page 1 of 35

Virtual OneStop® Feature Enhancements in V11.0 R1 (from V10.05)

The enhancements to Virtual OneStop® in version 11.0 can be summarized as several significant areas of improvement for the user profile structures (for Individual, Employer, and Staff, the Employer user options (including Employer Multiple User Access), the staff Manage Alerts Selection Screen, and visual improvements to the left navigation bar that makes the collapsible sections and fly-outs easier to identify:

• Cleaner Navigations Menus and Buttons on Screens – This includes a smoother visual distinction between selections, between categories, and in button on pages. The collapsible category groups have color contrast, spacing and a cleaner user of color themes related to the home page color scheme.

• Improved Advanced Job Search Options – This includes changing many drop-downs to multi-selection check boxes. • Improved Portfolio/ Profile/Plan/File Arrangements– This includes rearrangement of the previous profiles, folders and tabs in Individual, Employer and Staff under Portfolios and Plans that

contain improved versions of the same folders and tabs, as well as additional individual Training Plan and Financial Plant tabs, and additional employer Corporate Profile tabs (such as Contacts/Users and Account Summary for multiple employer users).

• Employer Multiple User Access – This includes the ability to define multiple users for a corporate/employer account, with difference contact, worksite, and account info, including different permissions for maintaining company data such as posting/modifying job orders).

• Additional Administration settings – There are new Data Administration options for maintaining specific lookup tables, and for new abilities to perform mass transfer of assigned offices, to define ”In Demand” Occupations by region, and to maintain resumé templates. There are also several additional parameters enabling the new features for staff.

The following is a Feature Enhancement Release Notes (FERN) list for Virtual OneStop™ Version 11.0. This is organized in tables for each user type (Individual, Employer, Staff, and Administrator). The rows in yellow shading are summary rows for items/sections that follow. The first three columns indicate a pathway to the feature (e.g., the left navigation bar, fly-out, and webpage selections).

Note: In some instances, a link

to a figure is included at the end of the description (when a graphic may help).

Individual User

Module (Left Nav. bar)

Component (fly-out / menu selection)

Sub-component (fly-out, page or feature)

Description of Feature

General Navigation Bar Left Navigation Menu Selections

The navigation bar has a better visual distinction between selections, and between categories. The collapsible category groups have color contrast, spacing and a cleaner user of color themes related to the home page color scheme. (See the figure, Individual Navigation Bar.)

General Navigation Bar The heading that are collapsible (and the related group of options) are now separated with space, and with color from other collapsible groups. Collapsing a group also turns it gray.

Quick Menu Job Search Search Options (Summary) Search Results (Summary)

The improvements to the Job Search include:

• Enhanced search criteria on Advanced Job Search tab. Many fields have been expanded from Drop-downs to check boxes (for multiple selections), or to From and To boxes (for more flexible date ranges). See the figure, Advanced Job Search (added search criteria) . Enhancements to Job Source Criteria group Enhancements to Job Key Word Criteria group Enhancements to Preferred Employers Criteria group Enhancements to General Job Order Criteria group Enhancements to Preferred Job Order Criteria group

• Quick movement through Job Order Details (via horizontal “job displayed” arrows at bottom of screen)

Quick Menu Job Search Search Options – Advanced Job Search – Job Source Criteria

• When Individual is signed in , system pre-checks all the Job Source Check boxes • When Staff is signed in , system pre-checks only the Preferred Employer Check box

Virtual OneStop® Feature Enhancement Release Notes – V11.0 (from V10.05)


Individual User





Quick Menu Job Search Search Options – Advanced Job Search – Job Keyword Criteria

• Field to search check box now includes Check all and Uncheck All links.

Quick Menu Job Search Search Options – Advanced Job Search – Preferred Employers Criteria

• Employer Size – is now entered with From and To fields. • Employer Type – is now checkboxes, and includes Check all and Uncheck All links.

Quick Menu Job Search Search Options – Advanced Job Search – General Job Order Criteria

• Clearer spacing between each criterion in group • Education Program – includes Clear Selected Program to remove a selected program • Job Salary – is now entered with From and To fields • Job Type – is now checkboxes, and includes Check all and Uncheck All links. • Job Added or Updated – is now entered with From and To fields • Job Shift – moved from Preferred Job Order Criteria, and is now checkboxes, and includes Check all and

Uncheck All links (which works for Preferred and spidered jobs). • Job Duration – moved from Preferred Job Order Criteria (which works for Preferred and spidered jobs).

Quick Menu Job Search Search Options – Advanced Job Search – Preferred Job Order Criteria

• Clearer spacing between each criterion in group • Featured Job – added to the group criteria. • Job Shift and Job Duration – moved to General Job Order group (see above). • Job Requires Driver’s License – is now checkboxes. • Job Special Category – is now checkboxes, and includes Check all and Uncheck All links. •

Quick Menu Job Search Search Results – Job Order Details Screen

• Quick movement through Job Order Details for each result Bar at bottom of screen displays the # indication of which of job in total search results is displayed Bar includes arrows to move backward /forward in details screens without returning to summary

Quick Menu Resumé Builder Create or edit a resumé – Education History

The Completion Date field is no longer a required field for the “Education History” screen for editing or building resumés (step 8 in Resumé Builder).

Quick Menu Resumé Builder Edit a resumé – Employment History

When a change is made to the Job Title in the Employment History screen for a resumé, a pop-up now displays the alert, “As you have changed your job title. Please make sure your occupation matches this new job tile," to associated occupation is verified.

Quick Menu My Portfolio My Individual Profiles , My Individual Plans

The new option My Portfolio has been added to access previous individual profiles and plans in two categories, and to add Training Plan and Financial Plan tabs to the Individual Plans.

The new option My Portfolio has been added to expand an individual’s options (to include training and financial profiles) and access from their profile/profiles and plans under separate categories.

Quick Menu My Portfolio My Individual Profiles , My Individual Plans

The new option My Portfolio has been added to access previous individual profiles and plans under two main categories: these are the My individual Profile and My Individual Plan folders and tabs. The Navigation bar accesses both through My Portfolio and as fly outs for My Individual Profiles and My Individual Plans. (See the figure, Expanded Individual Profiles and Plans to see how the arrangement has changed.)



Individual User





Quick Menu My Portfolio My Individual Profiles (details)

The new My Individual Profiles category contains the previous three profiles:

• Personal Profile (improved folder, tab and button look) • Search History Profile (improved folder, tab and button look) • Self-Assessment Profile (improved folder, tab and button look, and “Find Matching Occupations and Job

button for each assessment tab)

Quick Menu My Portfolio My Individual Profiles, Self Assessment Profile – Work Interests Tab

The Workplace Skills / WorkKeys Skill tab in the Individual Profiles, Self Assessments Profile has been enhanced to display the skill level in a more visually accessible graph. (See the figure, New WorkKeys Display to see how the arrangement has changed.)

Quick Menu My Portfolio My Individual Profiles, Search History Profile – Viewed Jobs Tab

The “Source” column has been added to the Viewed Jobs Tab columns.

Quick Menu My Portfolio My Individual Plans (details)

The new My Individual Plans category contains one previous and two new profiles:

• Employment Plan Profile (improved folder, tab and button look) • Training Plan Profile (New) Two new tabs for Classroom Training and Online Training.

The Class Training tab displays funded training enrollments, and the Online Training tab displays progress for training from such non-funded internet sites as ALISON. (See the figure, Training Plan Profile – 2 Tabs .)

• Financial Plan Profile (New) Three new tabs for Financial Planning.

The Overall Budget, Training Budget, and Transition Budget tabs helps individuals gain control of their finances and determine challenges in funding future education. (See the figure, Financial Plan – 3 Tabs.)



Individual User





Services for Individuals

Career Services

... and ...

Job Seeker Services

... and ...

Education Services

Summary – LMI Profiles Under Job Seekers Services, the option Find Job Openings have the identical “in context” LMI data displayed through the links in job details, as described above via Job Search.

Under Job Seekers Services, the option Job Market Trends have the identical LMI data displayed through the LMI Profile - Occupation Summary (as indicated below).

Under Labor Market Services, the LMI Profile screens for the Area Summary and the Occupation Summary have been greatly enhanced to now include a large range of data customizable data categories (with real-time data), and to include the graph and map capabilities that are available using Silverlight™. This can be summarized as:

• Incorporation of Real-Time Data – including data from actual job postings and job seekers’ resumés. • Expansion of Numerous Data Categories – including many of the categories previously in the Details

tab. • Ability to Customizable Data Categories – by selecting the category groups or specific data items that

you want to display. • Selection of the Data Display Modes – by checking boxes to set the display mode to show tables, graphs

and/or maps (using Silverlight for the graphics and maps).


Career Services Career Explorer - Career Ladder

This new link in Career Explorer is a tool that allows individuals to research a selected career based on several factors, including the number of people who moved into the career, the recommended education level, estima-ted and projected employment, median wage, and total number of job openings. See the figure, Career Ladder.)


Job Seeker Services Local Employer Sites – Local Employer Sites

The first two of the three Employer Search Tabs (Quick and Advanced Employer Search) have had various keyword enhancements made, such as: the Keyword default options are Contains and Both (no longer Begins With); the Change Search Criteria link on employer results reloads the previously selected criteria; , 5) keyword entry auto-completes just like job search keyword entry.


Education Services Training and Education Programs, Program Search & Program Listing Tabs

Both of tabs now include a Program Type drop-down for finding Classroom (traditional classes), Online classes, or Both. Note: The non-traditional, online courses used are part of the introduction of current and future online courses to the traditional mix courses and programs available in Education Services (e.g., ALISON online courses).

Other Services Assistance Center [Several Enhancements] The Assistance Center options have been added to and enhanced in several ways. Most notably:

• About this Site – Will give a quick glimpse into how the site may be useful to the user. • Learning Center – The Learning Center has been update with many user-friendly training videos. The

videos that will display and be available depends on the customer configuration and the role of the user logged in.

• Contact Us Directly – This is the same Contact Us link that formerly only appeared as a link on the bottom of many pages. It now shows in the Assistance Center.



Employer User

Module Component Sub-component italics = not in PT sub- list



The navigation bar has a better visual distinction between selections, and between categories. The collapsible category groups have color contrast, spacing and a cleaner user of color themes related to the home page color scheme. (See the figure, Employer Navigation Bar (More Differentiation).)


General Initial Employer Registration

Registration – FEIN Entry Created an alert to display during a new Employer registration, if the entered FEIN already exists.

Quick Menu Manage Jobs and

Candidate Search

Create a Job

Search Options & Search Results

Manage Jobs – Create a Job is an improved step-by-step Job Order wizard with specific improvements to: application method accepted, interview questions sets creation, uploading to other job boards

The candidate search has the following enhancements related to both search criteria, and display of search results: Employers can indicate specific work key scores or CRC levels in the Advanced Candidates Search, and they can order/rank the search results by selecting one of their existing job orders for ranking.

Quick Menu Manage Jobs

Create a Job

The improvements to Manage Jobs – Create a Job include:

• A better, comprehensive numbered step-by-step Job Order wizard (16 steps) • More customization for indicating Job Application Method Accepted

(including indication of info displayed to job seeker for each method selected) • Creation of Interview Questions sets (without any data loss) • Job uploading to other common job boards (e.g., Job Central, Simply Hired, Indeed) • The completed Job Order is redisplayed as a full order that can be edited section by sections, listed in the

order the sections were entered

Quick Menu Candidate Search Advanced Candidate Search tab

Search Options

WorkKeys Assessment Scores – Employers can indicate specific work key scores or levels as search options. The fields previously only available to staff for searching for specific WorkKeys criteria now also display for qualified employers.

• WorkKeys Assessment Scores – Employers can indicate specific work key scores they desire in qualified candidates as part of their search (e.g., Writing – 3 or higher)

• Career Readiness Certificate Levels – Employers can indicate specific CRC levels they desire in qualified candidates as part of their search (e.g., Gold, Silver, Bronze)



Employer User



Quick Menu Candidate Search Search Results (Filtered by Job Order)

Enhanced search results filtering by selecting from existing job orders is now possible .

• A Show Job Order drop-down at the top of the Candidate Search Results screen lets Employers sort and display the resulting candidates by their ranking for a specific Job Order they can select from their company’s posted job order. See the figure, Candidate Search Results – Ranking by Job Order.

Quick Menu Employer Portfolio Employer Profiles , Human Resource Plans

The new Employer Portfolio has been added to access previous employer profiles and plans arranged into two categories (Employer Profiles and Human Resource Plans). This include enhancing and adding to the Corporate Profile tabs with the Contacts/Users and with Account Summary tabs for enabling employer multiple-user capabilities.

• Employer Profiles - Corporate Profile contains a significantly enhanced Contacts/User tab and a new Account Summary tab The Contacts/User tab is used for adding/editing multiple contacts/users via 5 sub-tabs

(including Sign-In Info and User Privileges tabs) The Account Summary tab shows current statistics on the corporate employer

• Human Resource Plans - contains the Recruitment Plan tabs, and is a category for additional possible additional HR tabs, in the future.

The Navigation bar accesses both of these options through Employer Portfolio and as fly outs for Employer Profile and Human Resource Plan. (See the figure, Expanded Employer Profiles and Plans

Quick Menu

to see how the profile/folder arrangement has changed.)

Employer Portfolio Employer Profiles – Corporate Profile – General Information Tab

This tab is identical to the 10.05 tab, but with the addition of a Print button, and the move of Login Information to the Contacts/Users Tab (under a separate Sign In Information sub-tab).

Quick Menu Employer Portfolio Employer Profiles – Corporate Profile – Work Sites Tab

This tab has an additional Work Site Contact Information section, which lists all corporate contacts and allows identification of contacts for that worksite. This includes a link to create a new contact (on the fly for that worksite), which start the same contact wizard started from the Add Contact button at the bottom of the Contacts/Users tab.

Quick Menu Employer Portfolio Employer Profiles – Corporate Profile – Contacts/Users Tab (summary)

This tab controls the creation or maintenance of multiple contact/user that may have access to login to and perform functions for the employer/corporation. Different sub-tabs define their contact and sign-in information, and their access privileges.

• This main tab now has additional columns for Username and Sign In Capable. • Add Contact – steps user through 4 of the 5 sub-tabs to create a contact/user and define their employer

permissions. • Edit, opens the 5 sub-tabs for maintaining contact info and user permissions

associated worksite, Sign-In Information, User Privileges, and Other Information} Tab 3 defines the unique sign in parameter. Tab 4 defines the unique User Privileges/Access.

(See the figure, Multi-Employer Logins – Contacts/Users Tab to see how the arrangement has changed.)



Employer User



Quick Menu Employer Portfolio Employer Profiles – Corporate Profile – Contacts/Users Tab (5 sub-tabs)

The new Contacts/Users has 5 sub-tabs that display when a user chooses to add a contact or edit a contact. (The first four tabs open sequentially with Next buttons when adding a new contact/user.)

• Contact Information sub-tab – maintains the same contact data displayed for edit/add contact in previous version

• Associated Worksites tab – identifies the user’s associated worksite (from all corporate worksite) • Sign-In Information tab – maintains s the user’s sign-in info (including security question/response • User Privileges Summary tab – maintains s the user’s privileges and access to employer functions (e.g.,

can they create or only update jobs, edit job applicant status, search for candidates) • Other Information tab – list the basic creation date info (create data, edit date, entered by) for the user

Quick Menu Employer Portfolio Employer Profiles – Corporate Profile – Account Summary Tab

This new tab summarizes the primary account info including primary contact, and current statistics that are link to the related areas in other tabs or other plans.

Quick Menu Employer Portfolio Employer Profiles , Human Resource Plans

The new option Employer Portfolio has been added to access previous employer profiles and plans under two main categories: these are the Employer Profile and Human Resource Plan folders and tabs. The Navigation bar accesses both of these through Employer Portfolio and as fly outs for Employer Profile and Human Resource Plan. (See the figure, Expanded Employer Profiles and Plans

to see how the arrangement has changed.)



Staff User




The navigation bar has a better visual distinction between selections, and between categories. The collapsible category groups have color contrast, spacing and a cleaner use of color themes related to the home page color scheme. (See the figure, Staff Navigation Bar (More Differentiation).)


My Workspace My Staff Resources My Alerts The Staff selections have been enhanced so that there are more alert groups; staff can more easily identify the alert groups and select only the Alerts they wish to track with individuals in their caseload. (See the figure, Manage Communication – Manage Alerts Selection Screen.)

My Workspace

Staff can also now monitor specific words or phrases that appear in Individual/ Employer Message Center Inboxes, or in Job Orders, through the Text Watch Alerts in the Miscellaneous Alerts group.

My Staff Account Preferences The preferences selections have been enhanced:

• The Assist Individual Land Page choices have been increased from 6 pages to 30 possible landing pages. • The Assist Employer Land Page choices have been increased from 6 pages to 18 possible landing pages. • The default geographic area to use for staff when selecting Local Employer Sites - Search Criteria – Area

Manage Individuals – Assist an Individual

Manage Employers – Assist an Employer

[General Profiles/Plans]

My Individual Profiles , My Individual Plans, Staff’s Profiles

Employer Profiles , Human Resource Plans, Staff’s Profiles

Individual Summary

The new arrangement of My Individual Profiles and My Individual Plans has been adjusted for staff assisting individuals, similar to how they are shown for the individual in their My Portfolio. (See the figure, Expanded Staff Prolife/Folders/Tabs to see how the arrangement has changed.) In addition, a Staff’s Profiles group has been added which encompasses the previous staff-specific profile and folders into three Staff’ Profile groups:

• General Profile • Case Management Profile • Reports Profile

The new arrangement of the Employer Profiles and Human Resource Plans has been adjusted for staff assisting employers, to include these changes, particularly, the changes that include the Contacts/User tab used for adding/editing multiple contacts/users via 5 sub-tabs (discussed above for employers).

Also for staff assisting employers, a Staff’s Profiles group has been added which includes the previous staff-specific Case Notes and Activities folders under Case Management in the Staff’s Profile group.



Staff User




Individual Search General Criteria (improvement/reorder)

The order and content of fields in General Criteria at the top of the Search screen for assisting individuals (for both the basic and advanced search) has been updated to be more useful to a wider range of staff. The order is now:


Staff’s Profiles

General Profile

The new General Profile, under Staff’s Profiles, contains the Summary tab, Case Notes tab, and Activities tab previously in the Case Management Profile. Each has an updated user-friendly display:

• Summary tab – Same functions / improved display • Case Notes tab – New filtering of notes for program, region, location, partner program, contact type,

sources and/or date ranges • Activities tab – Same functions / improved display


Staff’s Profiles

Case Management Profile

The Case Management Profile, under Staff’s Profiles, contains the Summary tab, Case Notes tab, and Activities tab, with the following enhancements. Each has an updated user-friendly display:

• Programs tab – The filter criteria has expanded to include Ascend/Descend sort for programs, and sort of program applications by ID or Application Date, as well as filtering out Open, Closed, Voided, or All statuses for the enrolled activities/services. It also includes a Expand All/Collapse All toggle (for all programs), and a Reset Filter option

• Plan tab – New sub-tab wizard functions exist for adding/editing the base Individual Employment Plan data (IEP), with the Objectives and the Services, each on different sub-tabs. (See the figure, Staff – Assist an Individual – IEP Wizard to see how the arrangement has changed.)

• Assessments tab – Improved display and including of WorkKeys history link for importing/viewing historic WorkKeys score data.



Staff User




Staff’s Profiles

Reports Profile

The Reports rofile, under Staff’s Profiles, contains the Tracking tab, Statistics tab, and Combined Assessments tab, with the following enhancements. Each has an updated user-friendly display:

• Tracking tab – same functions / improved display • WorkKeys tab – Same functions / improved display • Combined Assessments tab – Same functions / improved display


Employer Search Search Criteria (improvement/reorder)

The Search Criteria at the top of the Search screen for assisting employers, now includes the ability to search of the primary employer user, or all employer user accounts, associated with the employer search criteria.


Staff’s Profiles

Case Management Profile

The new Case Management Profile, under Staff’s Profiles (for assisting an employer), contains the Case Notes tab, and Activities tab. Each has an updated user-friendly display:

• Case Notes tab – New filtering of notes for program, region, location, partner program, contact type, sources and/or date ranges

• Activities tab – Same functions / improved display


Quick Menu Job Search

Search Options – Advanced Job Search – Preferred Job Order Criteria

Beyond the additional criteria that individuals see under Preferred Job Order, staff also see:

• Job Requires Security Clearance? – This is a selection for clearance of None, Confidential, Secret, Top Secret, or Top Secret SCI.

• Job Category – is now checkboxes, and includes Check all and Uncheck All links.

Manage Communications

[Separate Navigation Bar Grouping]

Manage Messages, Manage Correspondence, Manage My Alerts, Manage System Alerts, Manage Text Watch List

The previous Manage Communications menu, accessed as a selection under Services for Staff, is now two separate Navigation Bar Groups: Manage Communications, and Manage Schedules

T he Manage Communications grouping includes the previous four items (Manage Messages, Manage Correspondence, Manage My Alerts, Manage System Alerts) and the new item, Manage Text Watch List.

Manage Communications

Manage Text Watch Add a New Text Entry The separate Manage Communications menu includes a new Manage Text Watch List option. This option lets staff identify the words or phrases to monitor (when the Text Watch alerts are turned on). Staff can quickly run a preview of the Alerts, or access their current Alert Subscriptions (to modify subscriptions related to Text Watch Alerts), or they can enter the specific words or phrases to monitor, along with when they appear: in Individual/ or Employer Message Center Inboxes, in internal or external Job Orders. (See the figure Manage Text Watch List .)



Staff User



Manage Events [Separate Navigation Bar Grouping]

Appointments Calendar, Events Calendar

The previous Manage Communications menu included Manage Appointments. Upcoming Event was only accessible through My Staff Resources. Now, there are two separate Navigation Bar Groups: Manage Communications, and Manage Schedules.

The Manage Schedules grouping includes the previous two items (Manage Appointments and Upcoming Event) in this separate group as Appointments Calendar and Events Calendar.

Admin User



Staff Administration Staff Access Privileges Summary

The section for administering Staff privileges includes a new Privilege List set of links to access the different Staff Privilege groups, along with several additional parameters enabling the new features for staff. (See the figure

These additional parameters include changes in the following areas:

Enhanced Admin – Staff Privileges.)

• Individual File Folders – includes a parameter to access the new Financial Plan folder • Manage Providers – includes parameters for permissions for the sub-category “Provider Case Notes”,

for defining the staff access restrictions to managing provider case notes. • Manage CRS / Provider System – includes CRS Administration permissions for receiving notifications. • Manage Communications – includes permission for managing the Text Watch List. • Mange Funds – includes permissions to manage voiding of payments, accessing and deleting fund

streams, and deleting individual limits. • View Reports – includes new permissions to enable access to separate Assessment Results Reports,

Management Reports, Case Management - ARRA Reports, and IFT Fund Management Reports. • Individual Case Notes – Includes a new permission to let staff access/modify the Individual Case Note

Templates that the individual see. • Individuals Programs Tab – Includes a new permission to enable TAA - Outside Restriction to determine

which TAA cases staff can see outside of their restriction. • Enrollment Global Parameters – A new parameters section includes permissions to let staff have

additional management capabilities in managing the enrollment process/tabs used in all programs. • Provider Obligations – A new parameters section includes permissions to manage provider obligations

(invoices and vouchers). • Individual Assessments Tab – This group (moved near the bottom of the Admin permission groups)

includes permissions to provide access to WorkKeys tool and specific management levels.



Admin User



Staff Administration Staff Access Privileges Individual File Folders

This category includes a permission to access the new Financial Plan folder.

• Financial Plan Folder Access – Allows the staff member to view/edit an individual's financial plan data (training plans and budgets)

Staff Administration Staff Access Privileges Manage Providers

This category includes several permissions for Provider Case Note in a sub-category “Provider Case Notes”, for defining the staff access restrictions to provider case note.

• Provider Case Note Restriction - Determines to what degree a staff member can manage a provider's case notes.

• Inside Restriction - Determines what specific case note actions the staff member can perform within their area/assignment access level designation.

• Outside Restriction - Determines what specific case note actions the staff member can perform outside of their area/assignment access level designation.

• Case Note History - Determines if the staff member can see the case note history for other case notes. The link to access case note history is displayed on individual case notes.

• View Deleted Case Notes - Determines if the staff member can see the deleted case notes. • Restore Deleted Case Notes - Determines if the staff member can restore individual case notes that

have previously been deleted in the system. • Provider Case Note Templates - User Scope - Determines whether staff can access/modify Provider Case

Note Templates

Staff Administration Staff Access Privileges Manage CRS / Provider System

This category includes permissions for receiving notifications.

• Receives Program Change Notifications - Allows the staff member to receive online notification when a provider changes the programs associated to their account.

• Receives Registration Notifications - Allows the staff member to receive online notification when a provider registers in the system.

Staff Administration Staff Access Privileges Manage Communications

Manage Communications – This category includes a permission for managing the Text Watch List.

• Manage Text Watch List – Allows the staff member to access and manage settings in the system's Text Watch list.

Staff Administration Staff Access Privileges View Reports

This category includes permissions in the sub-categories “Detail Reports”, “Case Management Reports”, and “IFT Reports”, to enable access to separate Assessment Results Reports, Management Reports, Case Management - ARRA Reports, and IFT Fund Management Reports.

Staff Administration Staff Access Privileges Individual Case Notes

This category includes a permission to let staff access/modify the Individual Case Note Templates that the individual sees: Individual Case Note Templates - User Scope

Staff Administration Staff Access Privileges Individuals Programs Tab This category includes a permission to enable TAA - Outside Restriction to determine which TAA cases staff can see outside of their restriction: TAA - Outside Restriction



Admin User



Staff Administration Staff Access Privileges Enrollment Global Parameters

This new category includes new permissions in the sub-categories “Enrollment Status”, and “Enrollment Funding Related” and “Enrollment Providers and Programs” to let staff have additional management capabilities in managing the enrollment process.

• Enrollment Customer Group – let staff edit the office on enrollment. • Enrollment Office – lets staff edit the customer group and service code in enrollment • Enrollments Delete – lets staff delete an enrolment record. • Over Payments – Delete – lets staff delete overpayment on enrollment vouchers • Enrollments – Edit Provider – lets staff edit a provider

Staff Administration Staff Access Privileges Provider Obligations

This new category includes new permissions to manage provider obligations (invoices and vouchers).

• Obligations (Invoices and Vouchers) - Determines the level of authority a staff member has relative to managing financial obligations in the system.

• Obligations-Approval Level - Defines the staff member's approval level for obligations. • Obligations-Edit Expiration Date - Determines whether a staff member can edit the expiration date on

an obligation. • Obligations-Void Voucher - Determines whether a staff member can void a voucher.

Staff Administration Staff Access Privileges Individual Assessments Tab: This category (move near the bottom of the Staff categories) includes a permissions that enable functionality that is accessed in the Assessments tab and Plan tab of an individual's Case Management profile related to WorkKeys™ Assessments:

• WorkKeys™ Assessment - Allows the staff member to use the WorkKeys™ assessment tool, if that tool is available in your system.

• WorkKeys™ Assessment-Create - Determines whether the staff member can create the WorkKeys™ assessment levels.

• WorkKeys™ Assessment-Edit - Determines whether the staff member can edit the WorkKeys™ assessment levels.

• WorkKeys™ Assessment-Imports-Edit - Determines whether the staff member can edit the WorkKeys™ assessment levels when they have been imported into the system.



Admin User



Data Administration [Summary of 6 new menu options]

There are three new options for maintain records without needed access to all tables in Lookup Table Maintenance. • Job Orders Special Categories Maintenance: for managing Job Order Special Categories that can be

identified for jobs. • Basic Skills Assessment: for managing Basic Skills Assessment tables. • Zip Code to Office Crosswalk: for managing the Zip Code to Office Crosswalk tables.

There are three options enabling new data administration abilities: • Mass Assigned Office Change: for performing mass transfer of many individuals and/or employers from

one assigned office to another assigned office, in one transfer operation. • Occupations In Demand by Region - Bright Outlook for defining the occupations that are In Demand

regionally (rather than using national identifications). • Resumé - System Template Administration: for creating/editing the system templates available for use

in Resumé Wizard.

Data Administration Job Orders Special Categories Maintenance

This option allows an administrator to manage the Job Order Special Categories that can be identified for jobs, without access to all of Lookup Table Maintenance.

Data Administration Basic Skills Assessment:

This option allows an administrator to manage the types Basic Skills Assessments selectable, by changing these types, without access to all of Lookup Table Maintenance.

Data Administration Zip Code to Office Crosswalk

This option allows an administrator to manage the Zip Code to Office Crosswalk table without access to all of Lookup Table Maintenance.

Data Administration Mass Assigned Office Change

This option lets administrators perform a mass transfer of all individuals and/or employers from one assigned LWIA/Region and Office location to another LWIA and Office Location. The Administrator will be able to see the number of Individuals or Employer to be transferred, review the specific names, and activate the transfer process.

Data Administration Occupations In Demand by Region - Bright Outlook

This option lets administrators identify a standard Occupation Code and add it to or delete it from the Occupation Codes that are classified as Demand - Bright Outlook for the region that the administrator is handling.

Data Administration Resumé - System Template Administration

This option lets administrators create or edit the default/system templates that will be available for use in Resumé Wizard and the Resumé Builder functions.



Example Figures Individual Navigation Bar (More Differentiation)

More Differentiation in Collapsible Navigation Bar (Individual)

10.05 Virtual OneStop 11.0 (for an Individual user)

Main Menu Categories are more clearly differentiated “Collapsible” links The new menu includes: • My Portfolio, for the new Individual Profiles and Individual

Plans folders • Appointment Center, for access to the Appointments

Calendar and Event Calendar.



Expanded Individual Profiles and Plans

2 Main Profile / Plan groups have been added … Employment Plan Folder/Tabs have been grouped under Individual Plans (along with the new Training Plan and Financial Plan).

10.05 Virtual OneStop 11.0 (for Individuals all profiles, plans and tabs expanded)

New

Moved

New



Training Plan Profile – 2 Tabs

Sample Training Plan Profile for Class Training tab (TAA, WIA and/or funder training activities) and Online Training tab (progress in unfunded, online training courses)



Financial Plan – 3 Tabs

Sample Financial Plan Profile for Overall Budget, Training Budget, and Transition Budget tabs



New WorkKeys Display

Sample WorkKeys screens: Individual Profiles, Self Assessment Profile, Workplace Skills Tab and Staff’s Profiles, Reports Profile, Combined Assessment Tab - WorkKeys



Advanced Job Search (added search criteria)

General Job Order Criteria and Preferred Job Order Criteria Sample screens

Many fields have been expanded from Drop-downs t to check boxes (for multiple selections), or to From and To boxes (for more flexible date ranges).

Some field have been moved to include both General and Preferred job order criteria.



Career Ladder

Career Ladder: Selection Occupation Results and List of Occupations Individuals Moved To



Employer Navigation Bar (More Differentiation)

More Differentiation in Collapsible Navigation Bar (Employer)

10.05 Virtual OneStop 11.0 (for an Employer user)

Main Menu Categories are more clearly differentiated “Collapsible” links The new menu includes: • Employer Portfolio, for the new Employer Profiles and

Human Resource Plans folders • Appointment Center, for access to the Appointments

Calendar and Events Calendar.



Expanded Employer Profiles and Plans

2 Main Profile / Plan groups have been added … The Corporate Profile contains the new Contact s/Users and Account Summary tabs. The Recruitment Plan Folder/Tabs have been grouped under Human Resources Plans.

10.05 Virtual OneStop 11.0 (for Employer all profiles, plans and tabs expanded)

New

Moved

New



Candidate Search Results – Ranking by Job Order

Summary Candidate Search Results – Ranked by Job Order

The Show Job Order drop-down at the top of the Candidate Search Results screen lets Employers sort and display the resulting candidates by their ranking for a specific Job Order

A Show Job Order drop-down at the top of the Candidate Search Results screen lets Employers sort and display the resulting candidates by their ranking for a specific Job Order they can select from their company’s posted job order.



Multi-Employer Logins – Contacts/Users Tab

The Contact/Users tab (for adding/editing/maintaining multiple employer users)

Selecting Add or Edit opens the sub-tabs for maintaining a Contact / User

Employers now have the ability to create multiple users for their company. Access the Corporate Profile to enter additional user accounts. Go to the Contacts/Users Tab, and click the Add Contact button to begin.



Add Employer Users (Sub Tabs / Steps 1-4)

The Contact/Users sub-tabs (adding a user)

A wizard takes employers through the step-by-step process of creating additional accounts with login privileges, starting with the Contact Information tab.

You can then associate the contacts with a worksite, provide them with a unique User Name and Password, and give them specific User Privileges.



Multiple Sign In

The Contact/Users Tab - Multiple Sign In Capability

You can give more than one user the ability to log in, create job orders, edit employer information, and review.



Multi-Employer Logins – Account Summary Tab

The Account Summary tab

A new Account Summary Tab in the Corporate Profile displays statistical info with links to items that are created in the system.



Staff Navigation Bar (More Differentiation)

Main Menu Categories are more clearly differentiated “Collapsible” links (E.g. the Staff Manage Communications, and Manage Schedule, are now their own collapsible links.) Collapsed Menus stand out more.

10.05 Virtual OneStop 11.0 (for a Staff user – assisting an individual)



Expanded Staff Prolife/Folders/Tabs

When Assisting Individuals…

Staff’s Prolife and Folders/Tabs, in a New Arrangement (Staff Assisting Individual)

3 Main Profile / Plan groups have been added … and Folder/Tabs have been rearranged for the expanded offerings

10.05 Virtual OneStop 11.0 (for Staff - currently managing individual

(all profiles, plans and tabs expanded)

New

Moved

Moved

Moved

New

New

New



When Assisting Employers…

Staff’s Prolife and Folders/Tabs, in a New Arrangement (Staff Assisting Employer)

2 Main Profile / Plan groups have been added … and Folder/Tabs have been rearranged for the expanded offerings

10.05 Virtual OneStop 11.0 (for Staff - currently managing employer

(all profiles, plans and tabs expanded)

Moved

New

Moved

New



Staff – Assist an Individual – IEP Wizard

Staff – Individual Employment Plan (IEP) Wizard

The IEP on the Plan tab is now a comprehensive wizard, with separate tabs for the Goals, Objectives, and Services.



Manage Communication – Manage Alerts Selection Screen (Including Text Watch List)

Staff Resources (My Alerts –Alerts Selection Groups)

More alert notifications are now available, from My Alerts, grouped into useful categories.

Staff can now monitor specific words or phrases that appear in Individual/ Employer Message Center Inboxes, or in Job Orders, through the Text Watch Alerts .



Manage Text Watch List

Manage Communication – Manage Text to Watch (entry screen for entering/reviewing the text used by Text Watch Alerts)

From this screen, staff can identify the words or phrases to monitor (when the alert is turned on).

Staff can quickly run a preview of the Alerts, or access their current Alert Subscriptions .

Staff can identify areas where their words or phrases are monitored, when they appear in Message Center Inboxes, or in Job Orders.



Enhanced Admin – Staff Privileges

Enhanced Administration – Staff Privilege Groups and Group Navigation

Documents

Virtual OneStop Feature Enhancements in V11.0 R1 · Confidential – Geographic Solution, Inc. ( Last modified: 11/17/2010 7:10 PM Release 2) page 1 of 35 Virtual OneStop® Feature