Modify Customer and Add Application Details
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Transcript of Modify Customer and Add Application Details
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Modify Customer and Add Modify Customer and Add Application DetailsApplication Details
Chapter 7Chapter 7
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ObjectivesObjectives Search for Customer Modify additional contact information Add case notes Print Customer case notes Add Pell Grant information Add Credentials Add a job record Add confidential flag to case notes Add universal service Examine Needs Related Payment
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Staff MenuStaff Menu
Search for Customer
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Search CustomersSearch Customers
Search criteriaSearch for Customer
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List CustomersList Customers
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Application Data Able to ChangeApplication Data Able to Change
Case Manager Assessment Summary and Tests Concurrent Programs Characteristics and Barriers Employment Characteristics Education Status and Credentials Public Assistance Additional Contacts Employment History Credentials
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Customer MenuCustomer Menu
Change Additional
contact name
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Additional ContactsAdditional Contacts
To change name
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Maintain ContactMaintain Contact
Enter new name (Sarah)
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Maintain ContactMaintain Contact
New name entered
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Additional ContactsAdditional Contacts
New name displayed
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Application MenuApplication Menu
Add case note
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Add Case NoteAdd Case Note
Add Case Note
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Application MenuApplication Menu
List Case Notes
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List Case NotesList Case Notes
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Printed Case NotesPrinted Case Notes
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List Case NotesList Case Notes
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Application MenuApplication Menu
Add Pell Grant
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Education StatusEducation Status
Add PellGrant
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Application MenuApplication Menu
Add Credentials
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List CredentialsList Credentials
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Add CredentialAdd Credential
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List CredentialsList Credentials
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Application MenuApplication Menu
Add Job record
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List Work HistoryList Work History
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Add Job (1 of 7)Add Job (1 of 7)
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Add Job (2 of 7)Add Job (2 of 7)
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Add Job (3 of 7)Add Job (3 of 7)
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Add Job (4 of 7)Add Job (4 of 7)
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Add Job (5 of 7)Add Job (5 of 7)
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Add Job (6 of 7)Add Job (6 of 7)
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Add Job (7 of 7)Add Job (7 of 7)
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List Work HistoryList Work History
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Application MenuApplication Menu
Add Case Note
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Add Case NoteAdd Case Note
Confidential Flag
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Add Case NoteAdd Case Note
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Add Case NoteAdd Case Note
Two case notes
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Application Data Unable to ChangeApplication Data Unable to Change
Family Characteristics Income Calculation Contact Information Private Information Veterans Information
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Family CharacteristicsFamily Characteristics
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Income CalculationIncome Calculation
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Contact InformationContact Information
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Private InformationPrivate Information
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Veterans InformationVeterans Information
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Add Universal ServicesAdd Universal Services
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Add Universal ServicesAdd Universal Services
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Modify Customer and Add Modify Customer and Add Application DetailsApplication Details
Log off system
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Application MenuApplication Menu
Needs Related Payments
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NRP PeriodsNRP Periods
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NRP Period DatesNRP Period Dates
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NRP SummaryNRP Summary
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NRP CharacteristicsNRP Characteristics
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Income CalculationIncome Calculation
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Family CharacteristicsFamily Characteristics
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NRP SummaryNRP Summary
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SummarySummary
This chapter has taken us through the process of modifying certain customer information
The Application Menu was utilized to make all modifications to customer information
We were careful to modify information that wouldn’t impact an existing application
We reviewed the guided application process to add Needs Related Payments details
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LabLab
Revise Customer and add Application Details