This page introduces the 9 Key Steps (KS)
to take to establish a record system with a single customer view.
The guidance is designed to be of use to you whether you are just starting to design your record system or have an existing model which you wish to update.
You can also focus on one or more individual elements of the process, or study the whole end-to-end methodology.
- Below are links to documents and presentations from best practice case studies, and a number of videos produced for the LTU Project which contain interviews with beneficiaries of the initiative.
- Feel free to browse the Key Steps below by clicking on the bubbles!
- These Key Steps pages will be further updated with more videos, case studies and documents.
If you want to be kept updated, please log in with your user account, and use the "Subscribe" function at the bottom of this page or of a particular KS page.
Outcomes and deliverables
This Bubble Graph is designed to assist you in focussing your search for information on themes which you need to explore when developing your systems.
If you currently do not have a system for capturing a single case history, or are at an early stage of development, you can systematically investigate the Key Steps from 1 through to 9.
However, if you are at a more advanced stage, or have a specific enquiry about one element of the development process you can access information in the Bubble(s) most matching your specific area(s) of interest.
Each KS webpage
includes a short description + a series of Milestones or highlighted points + links to related cases, videos or documents also available in the LTU repositories.
This section regroups cases, videos and information on examples illustrating how various organisations maintain single case histories:
List of Key Steps
A general presentation of the Key Steps and LTU project is available in the section "Key Steps and Repositories
The below list corresponds to the links include in the Bubble graph:
KS1 - Purpose of policy
Council Recommendation (2016/c 67/01) calls for LTU persons to be offered a job integration agreement with an individual service offer delivered through a single point of contact.
KS3 - Policy Statement
The partner organisations supporting the LTU clients’ integration pathways should develop an Information and Client Records Management Policy.
KS4 - Procedures
It is necessary to determine whether one (lead) organisation should host a new combined network or existing systems should be merged.
KS5 - Stakeholder Buy-In
All partners will support the objective of promoting clients’ labour market integration, though each stakeholder will also have their own agency objectives relating to their professional specialism.
KS7 - Assessing Impact
The impact of systematic recording of customer information can be assessed through a number of metrics.
KS8 - Evolution
A well-constructed system for gathering customer information into a single customer view should support the development of a learning path.
KS9 - Evaluation
Improved sharing of information is one of the key drivers for successful service integration.