WIOA Title I-A & I-B Policy & Procedure Manual
Ch. 12) File Documentation

12.3 Adult Program File Documentation

12.3.6 Supportive Services Documentation

Effective date: September 1, 2020


In addition to following the requirements outlined in Chapter 8.6.4 of this policy manual, career planners must document all supportive services, including needs-related payments,1 that a participant receives in one of the following ways:

  • Case notes;
  • Activity sheets;
  • Sign-in sheets;
  • Attendance record;
  • Vendor contract;
    or
  • Local forms noting receipt of service and type of service received.2