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WEEK 1DAY 1 - 10th July DAY 2 - 11th JUly DAY 3 - 12th JulyDAY 4 13th July DAY 5 - 14 July
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Line Manager InductionObservationsObservationsObservationsProgress Check
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Introduction to staff, volunteers, buildingDuring the day, spend one hour with:During the day, either:During the day, either:Catch up with Training Supervisor
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 - Reception - sit with an adviser or diagnostic - sit with an adviser or diagnostic - any problems?
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Training Induction - Tutor Led - ASS - listen to Connect call recordings - listen to Connect call recordings - gone wells
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Access to technology: - Next week
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 - Okta (Casebook and Connect)Finish induction training and assessmentCore Training - Interview SkillsCore Training - Interview Skills
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 - Skillbook - Skills and the advice model - Skills for working with clientsFinish off any outstanding training packs up to the end of Negotiation Skills.
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 - GmailCore Training - Introduction to the law - Dealing with conflict of interest - What is advice?
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 - AdviserNet etc - Legal framework - Deciding next steps - EIQ bookletBook on these Skillbook courses:
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 - Workplace - Main enquiry areasAssessment 80% - 'Engaging with Clients' webinar24ug 09:00-16:00
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Introduction to Training Plan - Advising on enquiry areasCore Training - Research & Information - Adviser Skills Practice Session
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ExpectationsAssessment 80% - using AdviserNetCore Training - Negotiation Skills - Telephone Skills
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Support and supervision - using the Public Site - The key concepts
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Protocol for observing client interviewsCore Training - SafeguardingAssessment 80%Assessment 80%Complete Learning Review on LAR
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 - give out Observation Log - An introduction to safeguarding
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 - confidentialityObservations
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If there is time, either:
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Core Training - Induction training packs
 - sit with an adviser or diagnostic
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 - GDPR - listen to Connect call recordings
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 - About Citizens Advice
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 - Aims and Principles
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 - Introduction to Equity and Diversity
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Assessment - 80%
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WEEK 2DAY 6 - 17th July DAY 7 - 18th July DAY 8 - 19th July DAY 9 - 20th July DAY 10 - 21st July
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** ensure users have Casebook access**Core Training - BenefitsClassroom Training - Tutor ledCore Training - BenefitsProgress Check
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 - Which benefits?Preparing for an advice interview - Personal Independence PaymentCatch up with Training Supervisor
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Core Training - Case Recording - Legacy benefits - reading up on the client's previous notes - any problems?
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 - Case recording Part 1 - understanding client's rights/responsiblitiesCore Training - Discrimination - gone wells
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 - Recording client cases in CasebookPutting learning into practice - introduction to the law - recap - Identifying Discrimination - Next week
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Assessment 80%
Practice writing up on Casebook training platform
 - using information resouces - recap - Familiarise with EASS website
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Sit in with a volunteer adviser - identifying client issuesComplete Learning Review on LAR
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Classroom Training - Tutor ledor - preparing questions (EIQ)Building knowledge
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Using Casebook training platformListen to a call recording - scenarios - look up about AppointeeshipsFinish off any outstanding training packs
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Data Protection consents - look up about Power of Attorney
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Overview of HHIIDDE - look up about DeputiesPutting learning into practice
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Overview of QAAAdminPutting learning into practice - use an email from info@
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What to include in case notesSession with Admin Worker to learn how to:Practice researching information that can be given to a client (gateway)Observationsor
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 - use photocopier / scanner - use an email from info@If there is time, either:
- use a case study from Training Supervisor
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Observations - photocopy / scan PIP formsor - sit with an adviser or diagnosticto practice:
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If there is time, either: - print on headed paper - use a case study - listen to Connect call recordings - understanding the issue/s
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 - sit with an adviser or diagnostic - fill up paper / fix paper jams etc(trainees can now take notes and use these to practice writing up case notes) - what questions you would ask
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 - listen to Connect call recordings - send post - looking up information on AdviserNet
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(trainees can now take notes and use these to practice writing up case notes)- find stationery
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WEEK 3DAY 11 - 24th July DAY 12 - 25th JulyDAY 13 - 26th JulyDAY 14 - 27th JulyDAY 15 28th July
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**try and book to sit in with an adviser doing PIP/AA or UC50 in next 2 weeks**Putting learning into practiceClassroom Training - Tutor ledCore Training - BenefitsComplete Learning Review on LAR
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 - use an email from info@PIP - completing the form - Universal Credit: an overview
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Classroom Training - Tutor ledor - safely, repeatedly etcFinish off any outstanding training packs / assessments
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Introduction to Benefits - use a case study from Training Supervisor - descriptors and pointsCore Training - Housing
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(using Which Benefits as a basis)to practice: - PIP diary - HousingProgress Check
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 - means testing etc - understanding the issue/s - variable and fluctuating conditionsCatch up with Training Supervisor
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 - UC - what questions you would ask - medical evidenceCore Training - Family - any problems?
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 - Legacy benefits - looking up information on AdviserNet - MR timescales etc - Gender based violence and abuse - gone wells
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 - introduction to DRH and CPAG - case studies to work through - Next week
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 - LHA rates and Council Tax bandsCore Training - Benefits - writing up on CasebookLook at Citizens Advice website
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 - Benefit cap - Disability Living Allowance - BailiffsCore Training - Immigration
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 - Asking clients about benefits - Attendance AllowanceCore Training - Research & Campaign - An introduction to immigration
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 - Eligibility - Research & Campaigns: an introduction - Benefits and coming to the UK
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 - HRT and Right to Reside - sign up for the R&C newsletterAssessment - 80%
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 - National Insurance - evidence forms on Casebook
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 - Problems with claiming - practice writing an evidence form
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WEEK 4DAY 16 - 31st July DAY 17 - 1st AugustDAY 18 - 2nd August DAY 19 - 3rd August DAY 20 4th August
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**each morning this week different trainee to support IC in Reception****each morning this week different trainee to support IC in Reception****each morning this week different trainee to support IC in Reception****each morning this week different trainee to support IC in Reception****each morning this week different trainee to support IC in Reception**
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**try and book to sit in with an adviser doing PIP/AA or UC50 this week**Classroom Training - Tutor ledCore Training - HousingClassroom Training - Tutor ledComplete Learning Review on LAR
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The Advice Process - working with clients - Homelessness and housing optionsCharitable Grants (ASS)
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Putting learning into practice - Exploration: getting the full pictureAssessment - 80% - Turn to UsFinish off any outstanding training packs / assessments
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Individually or in pairs - What does the client want? - Looking up other grants
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 - use an email from info@ - What has the client doneLook at NHAS free housing couses - Making an applicationProgress Check
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or - Summarising eg: - Practice finding grants (scenarios)Catch up with Training Supervisor
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- use a case study from Training Supervisor
 - Options -Tenancy Deposits - Baby bank - any problems?
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to practice: - Discrimination (recap and scenarios) - Section 21 - gone wells
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 - understanding the issue/s - Taking action for the client - Housing DisrepairCost of Living Crisis (ASS) - Next week
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 - looking up information on AdviserNetWhere to find information
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 - writing a reply to the clientFinish off any outstanding training packs and assessmentsLook at LCC Housing websiteFood / fuel**Trainees who have completed PIP training and observations can be booked to do a supported PIP form appointments**
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 - writing the case up on Casebookhttps://www.leeds.gov.uk/housingHelp through Hardship
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 - Finding a homeEnergy affordability team
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Core Training - Benefits - Reporting problemsEnergy grants
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 - Fringe Benefits - Help for private tenantsYorkshire Water schemes
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 - Benefits: Income maximisation - Housing optionsDiscretionary housing payments (DHP)
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Assessment - 80%Section 17 payments
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Core Training - Benefits
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 - Universal Credit: paying the rent
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 - Universal Credit: Work related rules
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WEEK 5DAY 21 - 7th AugustDAY 22 - 8th August DAY 23 - 9th August DAY 24 - 10th August DAY 25 - 11th August
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**Are any trainees booked to do a supported PIP form completion supported interview this week? Or a Charitable Grant?****Are there any emails about housing or employment queries in the info@? Trainees can look up information and draft a reply**
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Core Training - EmploymentCore Training - FamilyUC Q&A - tutor ledMR and AppealsComplete Learning Review on LAR
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 - Employment Part 1 - Family and Personal - What you need to knowPresentation by Rose / Leea about what they do
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 - Introduction to redundancyAssessment - 80% - Things to watch out forManaging caseworkFinish off any outstanding training packs / assessments