13.3 Managing Referrals in ASSET

13.3 Managing Referrals in ASSET

Effective date: May 1, 2025

DWD-DET requires the use of ASSET for submitting and receiving referrals to one or more program areas within the Division of Employment and Training (DET) and the Division of Vocational Rehabilitation (DVR). Available program area referral options are Title 1 Adult, Title 1 Dislocated Worker, Title 1 Youth, Title 3 Wagner Peyser, TAA, OVES/JVSG and Reemployment Services (RESEA). Note: RESEA will only be an available referral option to select from if the RESEA Orientation self-service is in the customer record.

Submitting Referrals Process:

1. Open an existing Customer record or create a new one.
2. Career planners must ensure they are on the Case Team for the Customer.
3. Verify Customer record information.
4. Check to see if there is an active program record for the program area making the referral. If the appropriate program record does not exist in the Customer record, one will need to be added before the referral can be submitted. (For RESEA, verify if RESEA Orientation service exists.)
5. Fill out the Referral form.
6. Submit the Referral form.

After a referral is submitted, a Customer Note will be created noting the referral submission.

Referrals in Submitted status must be addressed within three (3) business days. The three business days does not include the day the referral was submitted. For example, if a referral is submitted on a Wednesday, the three business days counted would be Thursday, Friday, and Monday.

Incoming Referrals Process:

1. Access "incoming referrals" from the "Tile" or the "Referrals Grid."
2. Open a referral by clicking on the Edit icon.
3. Change the Status to "Follow-up in Progress" to take ownership of the referral.
4. Reach out to the Customer to do an "initial contact."
5. Once contact has been established and next steps determined, change the status to "Completed."

Referrals assigned to a career planner in Follow-up in Progress status must be addressed within 10 business days after the referral was moved to the Follow-up in Progress status.

Referrals can be considered completed if appropriate next steps have been determined for the customer.

DVR Referrals

Referrals from DVR will not have a PIN number listed. Career planners must either create a new customer record or add an existing PIN once they have confirmed the identity of the customer. Adding the PIN number will associate the referral to the customer record.