NC Works - Instructions for Adding Case Notes
Log into NC Works:
Open the NC Works homepage.
Navigate to the Left Menu:
On the homepage, locate and click the left-side menu option.
Access the Assist an Individual Section:
From the left menu, select Services for Workforce Staff.
Then click on Manage Individuals
Click Assist an Individual.
Search for the Participant:
Enter the participant’s Social Security Number (SSN).
Click Search.
Select the Participant:
When the participant's name appears in the Individual List, locate the Case Note tab under the Actions column and click it.
Create a Case Note:
Click on Add New Case Note. A window will open.
Enter Contact Date:
In the Contact Date field, enter the date of the interaction or activity.
Select Program:
Next to Program, choose SNAP Employment and Training from the dropdown menu.
Select Application ID (App ID):
Next to App ID, select Active from the dropdown menu.
Choose Partner Program:
Next to Partner Program, select SNAP Employment and Training Services from the dropdown menu.
Enter Subject:
In the Subject field, enter the appropriate case note title from the Case Note Template provided in the Employee Hub.
Select Contact Type:
Next to Contact Type, choose the appropriate contact type from the dropdown menu (e.g., Phone, Email, In-Person).
Enter Case Note Description:
In the Case Note Description section, enter the details of your case note.
Be sure to use the Case Note Template from the Employee Hub as a guide for the structure and content.
Add a Document (Optional):
If you need to add a document, click on Add a Document.
Select the file from your computer and upload it.
Save the Case Note:
Once all fields are completed, click Save to finalize the case note entry.
This process ensures proper documentation of participant interactions and case management details in NC Works for SNAP E&T participants.