YETI Guide for Annex H uploads - newleafcheshire.co.uk

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YETI Guide for Annex H uploads

Mentoring Organisations Log into YETI with the logon details sent by the NEW Leaf Programme Team. This will open on the screen containing your dashboards.



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If the participant is not yet on YETI contact the New Leaf Programme Team with the participants’ details to have a record created (please ensure you only supply the NI number and name, any additional personally identifiable information would be considered a breach of data protection). The participant will then be visible in the dashboard. Once the participant is visible it is possible to upload the eligibility documentation by editing the file. Click on the edit icon.



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The screen below will need to be filled in using the information that has been collected from the participant. The only fields filled in will be the name and the NI number.



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Select this from drop down



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All of this information will be obtained from the Annex H which is completed by the participant. Each category will have a drop down menu and the correct answer must be selected.



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Complete the form selecting all of the relevant answers.



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The referral date will either be the day the form is completed or if from an external source the date on the referral form.



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Once the form on the main page has been completed then select the History link to reveal the Participant History Summary. Click on Add New History.



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Under ‘Type’ select BBO Forms. This is the history record to be added for Annex H.



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Under ‘Category’ select Participant Entry Form and then click Save.



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Ensure the date is the correct date required, then add information to the ‘Notes’ section to explain anything unusual and then click Save.



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Scroll down the page to Add New Attachment and click on button.



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Select the evidence which is being uploaded.



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Enter the date the document was signed and in the description of the document, in this case the Annex H. Using the browse button select the file to upload and then click the upload button.



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If upload has worked then it will state successful. Click back into the history screen to see the uploaded document.



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If you have finished uploading the necessary document(s) to this history record tick the uploaded box and then click save.



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Once saved the successful status for uploading and creating the history record will appear.



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The process then needs to be repeated to create a history record for the Right to Work evidence.



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The process then needs to be repeated to create a history record for the Employment Status evidence.



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Once all the history records are created the Participant History screen will have the 3 history records created on it.



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Once all history records are logged a 1-2-1 history will need to be completed for the session where you signed them up. This is the same process as above except the notes box needs to be completed with details. Therefore for this 1-2-1 it would state initial sign up session.



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Once all histories have been logged click on the House icon to return to the screen containing your dashboards. The participant has moved from ‘My Allocations’ to ‘My Caseload’. Here it will state that all the documentation has been uploaded. This will remain with this status until the evidence has been checked by the New Leaf Programme Team. (This can take up to 2 working days).



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Once it has been checked by the New Leaf Programme Team the status will change for each individual history record. If rejected go back into the history record and read the notes which have been entered by the Programme Team as to why it has been rejected.



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Once the correction has been made re-upload the documentation. The New Leaf Programme Team will then approve the document showing as rejected and the status will change to ‘Accepted’.



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YETI Guide for Annex H uploads - newleafcheshire.co.uk

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