INTRODUCTION TO THE CUSTOMER RECORDS DATABASEOctober 26, 2011

Florida Department of Education

National Farmworker Jobs Program

ABOUT THE CRD

Developed by Telamon Corporation under contract with the Florida Department of Education

Development began in mid-2010

Database, reporting tools and technical support to Tampa Program Office

THE BASICS

Florida Data Manual

Logging in

Tracking Customers

Online Resources

TECHNICAL SUPPORT VIA EMAIL

Flnfjp@flnfjp.org

WORKING WITH CRD TOOLS

Learn about Staff Roles

Learn about Key System Features

Find an Existing Customer’s Record

Enroll a New Customer

FLORIDA CRD HOME PAGE

PASSWORD SETUP PAGE

HELP WITH FORGOTTEN PASSWORDS

CUSTOMER SEARCH PAGE

REPORTS HOME PAGE

ENROLLING A NEW CUSTOMER

Case Scenario of a Farmworker Family

Step 1: Review Case Scenario

Step 2: Complete an Application for Services

Step 3: CRD Data Entry

ASSESSMENTS AND IEP DATA ENTRY

IEP and associated customer data for entry into CRD: Put assessment results, IEP goals, and narrative

accounts in an editable Word document in consecutive order.

Choose the applicable CRD section and fields for data entry

SAMPLE ASSESSMENT ENTRY

SAMPLE IEP ENTRY

MANAGER FUNCTIONS

Reviewing Customer Data

Assigning Caseloads to Staff

Caseload Reassignments

All Functions at the Agency Level

END USER ROLE

Functions: Read, Review, Data Entry and some Update

Access rights to his / her own caseload only