New Customer

Only what OSOS requires before it will save the record. Everything else about the customer is entered on the Customer Detail windows once the record exists — legacy OSOS instead refuses to save until every tab is complete, which is why staff are told to type “N/A” into fields that do not apply.

General Info

one OSOS tab, three sections

Identity

First Name*Last Name*

Date of birth*Gender*

Social Security Number*“Prefer not to disclose” is a real answer — no placeholder values needed

Prefers not to disclose

Record status

Status*a record must be Active to take servicesJob Seeker*a second, separate status, stacked under the firstPortfolio Level*derived from date of birth; the guide says do not change it

Username*Password*six characters or more

These two do nothing on this record. They are CareerZone credentials, and a JobZone Adult portfolio does not use them — the ESD guide puts it plainly: “these fields are no longer functional, but data must be entered here to complete the customer record.” Required, inert, and typed by every caseworker in the state. OSOS also shows the password in clear text; its own guides print sample values.

Contact

Address 1*

City*State*ZIP*Country*

Phone

Ext.Phone Type

How Should We Contact Them?*OSOS: Contact Preferences — choose at least one

Background

U.S. Citizen?*

Ethnic Heritage*Race*select all that apply

Education Level*

School Status*Employment Status*

Eligibility

Income Info

Lower Living StandardYes / No / Not Disclosed — the two cannot BOTH be Yes; both may be NoIncome 70% LLSILYes / No / Not Disclosed — cannot be Yes if Lower Living Standard is Yes5% Rule/Local Priorityonly when the customer meets neither LLSIL testHigh Poverty Area*the guides stress it for Youth and customers 25 or younger

Disability Info

Disability Status*

Migrant Info

Migrant/Seasonal Worker*

Additional Info

Military Service

Service Veteran*has the participant served in the U.S. military?

Selective Service?*derived below from age and gender — OSOS makes staff pickSelective Service

Waiting on date of birth and gender (in Identity) to determine whether registration applies

Resume Data

the three sub-links needed to save

Work History & Resume

No Information Provided— no prior work history

Most recent job

Job Title*Employer*Program

O*Net Occupationtype to search — fills O*Net Code and Title

Job Typeunmarked on screen; the ESD guide's prose calls it mandatory

Start Date*End Date*Present JobThis is the customer's present job

Wage*Salary Unit*Hours/Week

Employer Data

Address*Address 2

City*State*ZIP Code*Country*

Supervisor

PhoneExt.

NAICS6-digit codeNAICS Titletype an industry to find its code

RR Event #from the employer's Rapid Response tab

Reason for Leaving*Job Duties*

Work SettingType Customized Employment Services

Licenses & certifications

No Information Provided

Skills

Additional Skills Text*

Planning

Employment Plan

Employment Objective*up to 4,000 characters

OSOS pre-fills this with the literal string TO BE UPDATED, which has to be replaced before the record meets the Employability Profile measure — and the ESD guide tells staff to type N/A when there is nothing to say. Both are real instructions in current guides. This box takes an empty answer instead.

Desired Occupation(s)*type to search O*Net — add as many as apply

Location Type*

Acceptable Job Locations*up to 3 areas

Withinof ZIP

Achievement Objectives

A youth service cannot be recorded until one of these exists — OSOS enforces the order but does not explain it, so staff meet the rule as an error message.