Job Development Needs Assessment Form

Learn about adding and completing a Job Development Needs Assessment Form.

Start Here

After you have created a Direct Service (Job Development) Session form and added a Client you will be able to fill out a Job Development Needs Assessment Form

Instructions and Definitions

A Job Development Needs Assessment is usually completed the first time you provide a Service to a Client

A Job Development Session must be created first. Once you have completed the Session form you will be able to add Service forms to the Session.

A Job Development Needs Assessment form is automatically connected to your Client (by default). You can Delete this form if it is not needed at this time and add any other form instead.

If the Clients & Forms section is blank see Adding one or more Clients to a Session - Adding Multiple Clients to a Session Form

Adding a Job Development Needs Assessment Form

The Job Development Needs Assessment form is automatically attached to the created Session with your Client. It is the default form. 


The first time a form is displayed it will be in pink to indicate that it is incomplete. Click Edit to begin entering information in the form.

A new Service form needs to be completed for every interaction you have with the client where one or more Services were provided.

One Client or multiple Clients can be included on a Session form. For example, if you see two family members in the same 35 minute time frame, both are separate "Clients" but should be added to the same Session form and a separate Service form is filled out for each Client.


Form Overview

Follow the instructions below to fill out the Job Development Needs Assessment form and register it to OCMS. All fields shaded in Green are mandatory to save the data to OCMS

You can now make any Service Form ‘private’, even within a Program. If the Form is designated as Private, only that staff person and Agency Coordinators can see the information.

Tasks and Referrals. This section will be done at the end of the Job Development Needs Assessment if you select Yes to any of the Needs on the form. The Tasks and Referrals section help you build a Settlement/Action Plan.

OCMS Requirements (the green fields)

  • Service End Date: This date defaults to today’s date, if the Service ended on another date click the drop-down arrow and choose the date.
  • Agency Program: Click on the drop-down arrow and select the Program.
  • Service Funded By: Click on the drop-down arrow and choose the Funder.
  • Referred By: Click on the drop-down arrow and select how the Client found out about your Services.

Client Questions

Now you will go through the list of possible Client "Needs." At least (1) question highlighted in green should be answered to satisfy OCMS requirements.

In each section, only answer the questions you asked the client. To answer the questions click Edit beside the question and select your answer from the drop-down menu. You only need to select the questions that are answered 'Yes', all others can be left at 'Not Set'. The OCMS logic is to respond where 'service was provided'.

Any Needs that are identified on the Job Development Needs Assessment form will be automatically added to your Tasks and Referrals form.  Continue to the end of each section and make sure you click on the Update links in the section to save your entries.

Support Services Received

Record any support services that your agency provided so you could complete the service with your client. 

Save the Job Development Needs Assessment Form

Press Save at the top of the page to ensure all information is recorded. 

Next Steps

Once you have completed filling in the necessary information, you can add any Tasks or Referrals provided during this session by pressing the Tasks and Referrals button.


Video Instructions

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2015-12-10 17:29:59
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