Common use of FILE MAINTENANCE AND DOCUMENTATION Clause in Contracts

FILE MAINTENANCE AND DOCUMENTATION. Subrecipient shall maintain files to record all services provided to business clients. Initial contact and subsequent follow-up services shall be documented appropriately in the CalJOBS CRM module and adhere to federal, State and local policies. All required documentation shall be added to the clients file immediately and uploaded into the CalJOBS system within 5 working days of a client’s visit.

Appears in 2 contracts

Sources: Contract for the Provision of Workforce Innovation and Opportunity Act (Wioa) One Stop Operator Services, Contract for the Provision of Workforce Innovation and Opportunity Act (Wioa) One Stop Operator Services

FILE MAINTENANCE AND DOCUMENTATION. Subrecipient shall maintain files to record all services provided to business clients. Initial contact and subsequent succeeding follow-up services shall be documented appropriately in the CalJOBS CRM module and adhere to federalFederal, State and local policies. All required documentation shall be added to the clients file immediately and uploaded into the CalJOBS system within 5 working days of a client’s clients visit.

Appears in 2 contracts

Sources: Contract No. 18 28 0062 Os, Contract No. 18 28 0062 Os

FILE MAINTENANCE AND DOCUMENTATION. Subrecipient shall maintain files to record all services provided to business clients. Initial contact and subsequent succeeding follow-up services shall be documented appropriately in the CalJOBS CRM module and adhere to federalFfederal, State and local llocal policies. All required documentation shall be added to the clients file immediately and uploaded into the CalJOBS system within 5 working days of a client’s clients visit.

Appears in 1 contract

Sources: Contract No. 18 28 0062 Os

FILE MAINTENANCE AND DOCUMENTATION. Subrecipient shall maintain files to record all services provided to business clients. Initial contact and subsequent succeeding follow-up services shall be documented appropriately in the CalJOBS CRM module and adhere to federal, State and local policies. All required documentation shall be added to the clients file immediately and uploaded into the CalJOBS system within 5 working days of a client’s clients visit.

Appears in 1 contract

Sources: Contract No. 18 28 0062 Os

FILE MAINTENANCE AND DOCUMENTATION. Subrecipient shall maintain files to record all services provided to business clients. Initial contact and subsequent follow-up services shall be documented appropriately in the CalJOBS CRM module and adhere to federal, State State, and local policies. All required documentation shall be added to the clients file immediately and uploaded into the CalJOBS system within 5 working days of a client’s visit.

Appears in 1 contract

Sources: Contract for the Provision of Workforce Innovation and Opportunity Act (Wioa) One Stop Operator Services