WE Data Tools 4.10 Release Updates

Job Seeker Portal

Employment Requirements Added to Career Library

We’ve expanded the Career Library to include Employment Requirements for all occupations where this data is available. Pulled directly from the Government of Canada’s National Occupational Classification, this information gives job seekers more insights into the typical qualifications, education, and training needed to pursue each career.

Job Board Administration

Enhanced Duplicate Detection for Job Postings

The Job Board now uses normalized job titles to more reliably detect duplicate postings. This process strips out special characters (such as &, “, and ’) and small punctuation variations, helping to prevent near-duplicates from slipping through. Existing job postings have also been updated with normalized titles to ensure consistency across all records.

Service Provider Portal

NEW! Client Satisfaction Report

A new Client Satisfaction Report is now available, displaying satisfaction percentages pulled from CaMS at two key checkpoints: EAP Outcome and 12-Month Outcome. Results are broken down by Satisfied, Neutral, Not Satisfied, and No Answer.

The report includes enhanced table controls such as:

  • Service Provider filter and regional views for targeted insights
  • Sticky header for easy navigation through large data sets
  • Comparison of target and performance values
  • Export option to download results as a CSV file (excludes any personally identifiable information)

Enhanced Client Outcome Report

The Client Outcome Report has been redesigned for improved usability, clarity, and functionality. Key updates include:

  • A streamlined table structure
  • Side-by-side target and performance values for quick comparisons
  • Sticky header for easier navigation through large data sets
  • Service Provider filter and regional views for more targeted insights
  • An expandable “About this Report” section with updated descriptions and definitions
  • Export option to download results as a CSV file (excludes any personally identifiable information)

New report controls include a filter to view specific Service Providers and expanded date options, making it easier to analyze outcomes and track performance.

Files Updates

  • Privately-Visible Files
    Caseworkers can now mark new or existing client files as Private. Private files are not visible to the client, allowing staff to securely store supporting documentation and notes without making them client-facing.
  • Confirmation Step Added Before Deleting Files
    To prevent accidental deletions, a confirmation prompt now appears before any file is permanently removed. This added safeguard ensures that files are only deleted when intended, reducing the risk of data loss.

Automated Caseworker Tasks on Intake

When assigning a caseworker to a client, staff can now choose to automatically generate a set of standardized intake tasks by selecting the Include intake tasks option. This ensures important steps are not missed and helps keep the intake process timely and consistent.

The following tasks are created with due dates applied:

  • Create Employment Action Plan in CaMS – Develop and save the client’s Employment Action Plan to initiate a trackable case management process (due 3 days after account creation).
  • Complete Common Assessment – Ensure the client’s Common Assessment (CAT) Part 1 and Part 2 are completed (due 1 day after account creation).
  • Update or Add Client in CaMS – Verify if the client already exists in CaMS or add them if needed, ensuring all records are accurate (due 2 days after account creation).
  • Link CaMS Account to Job Portal – Enter the client’s CaMS reference number in the Job Portal and confirm the account is properly linked (due 2 days after account creation).

Quick Access to Client-Specific Tasks

Caseworkers can now jump directly to tasks related to a specific client from within the Client Profile. A new shortcut link on the Overview tab opens the centralized Tasks screen in a pre-filtered view, displaying only the tasks assigned to or created for that client.

Improved Menu Organization for Administrators

In the WordPress backend, Service Delivery Sites has been renamed to Service Locations and is now nested under the main Service Providers menu. This update simplifies navigation and helps site administrators more easily find and manage backend tools.

Removal of Client Self-Selection of Service Provider

Clients can no longer change their Service Provider directly within their profile. This change prevents accidental or inappropriate modifications, ensuring that Service Provider affiliations remain accurate and consistent in SSM environments. The ability to select a Service Provider during self-service registration remains available where enabled, so new jobseekers can still be connected to the appropriate provider.