WWP Help Center – Contacts app – Manage contact(s) associated with a page

The following document explains how to manage the contact(s) associated with a particular page. It covers the following topics:

What is an embedded contact?

An embedded contact is a contact that is associated with a particular page of the informal assessment. For example, on the “Work Programs” page of the informal assessment, you can add a contact that is tied to a particular work program that the participant has been involved with:

If the contact is no longer associated with that page – maybe this participant got a new case manager for the WIOA program – but you don’t want to delete this contact, you can use the clear icon to disassociate the contact from the “Work Programs” page.

Once you hit the clear icon, you will notice that the contact is no longer displayed on the “Work Programs” page:

However, it is still saved in the contacts list for that participant:

Embedded contacts allow you to associate or disassociate a contact from a particular page without deleting it from the “Contacts app” as a whole.

Which pages include embedded contacts?

The following pages of the informal assessment allow you to add an embedded contact:

• Work Programs
   
• Legal Issues
   
• Child and Youth Supports
   
• Family Barriers
   
• NCP Referral
   
• Career Assessment

You can also add a contact from the following apps...

• When adding a job via the "Work History app":
  
• When adding a barrier via the "Participant Barriers app":
   

Be sure to select the “Contact Title” that fits the best for the page where you are embedding the contact.

Working with embedded contacts

If no contact has been added to a page, you can add a new contact by click the “+” sign:

If you want to associate an existing contact with this page, you can do this by click on the magnifying glass icon:

This will bring you to a list of all the existing contacts for that participant:

Once a contact has been added or selected, you can edit it by clicking the pencil icon:

You can remove its association with the page by clicking the clear icon:

You can delete the contact from WWP by clicking the trashcan icon:

You will receive a prompt confirming that you want to delete the contact – but once it has been deleted, it can be recovered.

To view the full details of a contact, click on the contact’s name:

Finally, if you want to return to the contact list, click on the address book icon:

See Also:

• Wisconsin Work Programs (WWP) - Help Center - Home
  • Case Management – Contacts app
    • View a list of contacts
    • Add or edit a contact
    • View a single contact