Details

Pre-condition(s)
LISO receives an application and the Training Provider Information form or an individual takes the Training Provider Information form to an Authorized Official. 

Authorized Official

• If applicable, completes a Service Needs Determination assessment
• Ensures a completed application and Training Provider Information form is submitted to LISO for processing if applicable

LISO or Authorized Official

• Searches for registration.
• If required, registers the individual and enters the education information.
• Update/ creates an Integrated case and/or Service Plan with the Determine RWA plan item, the applicable program stream plan item and the referral to training. 
• In addition, the following evidence is created/applied:
• Household Member Evidence 
• Client Funding Type Evidence
• Training Benefit Evidence
• Training Benefit Cost Adjustment Evidence, if appropriate.

LISO

If applicable:

• If there is no Plan Item “RWA” or Outcome “Not Attained” sends correspondence MS Word Blank Template advising that a recommendation by an HS Authorized Official is required before application can be processed.
• If there is a program referral and the status is pending, holds for 7 calendar days and checks system for status change or follow up task.

LISO

• If there is a program referral, but status is waitlisted, holds until notification is received that referral status has changed.
• Validates banking information if applicable.
• Creates/applies remainder of Evidence.
• Manually determines if documentation is missing that would result in a rejection due to failure of eligibility rules.
• If yes manually generates Request for Information (RFI) correspondence.
• BFs in 60 days to follow up.
• If requested information is received within 60 days modifies evidence and applies.
• If there is no missing documentation that would result in a rejection, or if no response to RFI within 60 days, creates/activates Learner Eligibility Determination Case.

Mobius

• Runs eligibility rules.

LISO

• If an eligibility rule(s) fails, determine if RFI should be sent.
• If requested information is received within 60 days modifies and applies evidence, and manually generates Funding Decision (FD) letter.

Business Rules/Criteria/Standards

Authorized Officials can only create/apply the following types of evidence:

• Household Member 
• Client Funding Type 
• Training Benefit 
• Training Benefit Cost Adjustment
  
  Note
  Household Member and Client Funding Type Evidence have to be applied before Training Benefit Evidence can be created/applied.
  
  When you “apply” evidence, its status becomes “activated”.
  
  The start date of evidence can be the training start date except for Household Member Evidence which has to have a start date that is prior to the training start date. The end date should be left blank. Start/end dates for most other evidence should match the training start/end dates. Exceptions are Core Shelter, Immigration Details and Aboriginal Status end date can be left blank.