Enter EF Monthly Participation Tracking

Key Points

• EF funding is based on the participation rate for those clients. To obtain the maximum federal funding available, it is necessary to update this participation status.
• The system will allow you to select months of the previous quarter through the end of the first month of the current quarter

                    Example 1:

The last quarter is 1/1/03 to 3/31/03 and the current date is 4/18/03. The participation for January, February, and March can be updated. April is not on the list because we are currently in April and you can't confirm participation for a month that is not complete.

                    Example 2:

The last quarter is 10/1/02 to 12/31/02 and the current date is 02/15/03 You can no longer update any of the months in the previous quarter. As of this date, only participation for the month of 1/03 can be updated.

• Since this data is pulled for Federal Reports, once the data is submitted for a quarter, it can't be changed.
• An EF case must be in Active or Transitional status to add a Component or Hours

Enter EF Participation

1. From the Detail Program Case window for the EF case, highlight the participant
2. Select the Actions drop down menu, select EF and  Monthly Participation Tracking
3. Use the drop down list to select the month
4. Use the drop down list to select the EF Component.
•  If the selected EF component has an educational component tied to it, the Education button will enable.  
• Click the Education button to open the Education Sub Category dialog box.  Select the type of educational category from the drop down list.  Click OK to save and return to the prior window.
5. Enter the Number of Hours Participated
6. Select the Add button and the information will be displayed in the EF Component group box
7. Continue with steps 4-6 to add other EF Components
8. Select Save to save the data, but remain on the window or select Save/Close to return to the Detail Program Case window

(11-2012)