Information & Orientation (I/O) Group Activity Service Form - Named Clients

Learn about creating/editing an Information & Orientation Group Activity form including setting topics covered in group activities and target groups.

Start Here

If Information & Orientation Group Activity was selected as the Session Type, then an Information & Orientation Service Form will be attached to the Group Activity Name.  A Group Activity Name is added after you begin a Group Activity Session.

Instructions and Definitions

Once a Group Activity Session is created for Named or Anonymous Clients, the Information & Orientation Service Form will be available in your Session Form.

The pink colour indicates the form is incomplete.

Form Overview

Follow the instructions below to fill out the Information & Orientation Group Activity Service Form. All fields shaded in Green are mandatory.

Admin Fields

  • Gray Admin fields are automatically filled in. 
  • Service End Date: This is the date your service ends.
    • If your activity is over multiple days use the last day or put in the future date.
  • Agency Program: Select the Agency Program for this Group Activity from the drop-down menu
  • iCare Program Type: Using the drop-down menu choose the program type you are funded for.
    • If your contribution agreement has Program types then chose the correct one for your service,
    • If your contribution agreement does not have Program types then chose Standard service

Sessions Running Multiple dates

You have two choices for reporting about group activities that includes series of sessions for the same participants.

1. You can create one record for series of sessions if the same participants attended all sessions:

  • The start date would be the date of the first session, the end date would be the date of the last session
  • The total amount of time would be the total amount of hours for all sessions.
  • You can check off all topics that were covered in the information session.

2. The second option is to create several records (one record for each session of the series)

  • The start date and end date would be the date of the session you are recording.
  • The total amount of time would be the duration of this particular session (if the client missed that particular day, they do not get a record)
  • Check off the topics that were covered that specific session
  • Repeat for each of the sessions (by using copy session)


If the same clients attended a weekly 2-hour class for 3 weeks, it can be entered into one record. The start date would be January 6th and the end date would be January 20th. Then you would record 6 hours (3 weeks x 2 hrs a week).


You will create three sessions, 2 hours each, for January 6, January 13 and January 20. Each service should be marked as Complete.

Target Group (optional)

  • Select all that apply by clicking on edit beside the target group(s) and answering 'Yes'.
  • Be sure to click Update before leaving this section


Topics Covered in Group Activities

At least ONE topic MUST be selected.

  • Overview of Canada - e.g. geography, climate, people, history, cities, provinces, language, economy, government, political system
  • Sources of Information - e.g. information on immigrant-serving agencies, telephone directory, maps, government websites, libraries, consumer information
  • Rights and Freedoms - e.g. Canadian Charter of Rights and Freedoms, rights and duties, age of majority, age of consent, armed forces
  • Canadian Law and Justice - e.g. public law, private law, courts, legal representation, police, courts, family violence, abuse, family law
  • Important Documents - e.g. permanent resident card, SIN, health card
  • Improving English or French - e.g. Canada as a bilingual country, importance of language skills, language classes and tests
  • Employment and Income - e.g. key sources of employment information, credential recognition, workplace language skills, searching and applying for a job, volunteering, internships, bridge-to-work, starting a business, rights, employment insurance, child care for working parents, CPP, OAS, GIS
  • Education - e.g. elementary and secondary, post-secondary, costs and financial assistance
  • Housing - e.g. temporary accommodation, renting, buying, types of housing
  • Health - e.g. universal health-care, supplementary health insurance, getting a health card, finding a doctor or dentist, emergencies, vaccinations, birth control, family planning, maternity and parental benefits, access to prescription drugs, mental health, addictions
  • Money and Finances - e.g. money, taxation, banking, credit cards, loans, line of credit
  • Transportation - e.g. travelling around Canada, urban transportation, driving in Canada
  • Communications and Media - e.g. telephone, postal services, internet, television, radio, newspapers, magazines
  • Community Connections - e.g. connecting with others, immigrant-serving organizations, volunteering, community centres
  • Becoming a Canadian Citizen
  • Interpersonal Conflict - e.g. misunderstanding between client and teacher/parent, peer issues, family violence

Skills and Aptitudes Received

  • Select all that apply by clicking on edit beside the target group(s) and answering 'Yes'.
  • Be sure to press Update before leaving this section

Life Skills or Responsibilities of Citizenship Information Received as Part of this Service

  • Select all that apply by clicking on edit beside the target group(s) and answering 'Yes'.
  • Be sure to press Update before leaving this section


  • Click the [+] sign to add presenters and related details
  • Type in the presenter information and click Update to save.


  • Type in any supporting comments in the box provided.  

Supporting Documents

  • Click on Attach Document to attach any supporting documents to the Group Activity form

Save the Group Activity Form

Once the form is completed, click on the Save & Close button at the top of the page.

Next Steps

Once the site reloads the Form row should be shaded green (to show it is complete).

You can now do any of the following:

Information & Orientation Session Report

To see this report,

Go to the bottom of each Information & Orientation Session Page, staff will need a new OCMS Role. Only certain staff should have this role. This report has FOSS# / DoB information and access should be limited to avoid unnecessary client data-loss risks.

If you have staff that need to access this Report please have your agency’s main OCMS contact send us their email addresses through our Ticketing System:


Video Instructions