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Local Customization. Chapter 2. Objectives. Customization Considerations Types of Data Elements Location for Locally Defined Data Add Local Custom Information for Customer Application, Service and Exit Data List Local Custom Information
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Local Customization Chapter 2
Objectives • Customization Considerations • Types of Data Elements • Location for Locally Defined Data • Add Local Custom Information for Customer Application, Service and Exit Data • List Local Custom Information • Create Customer Application with Locally Defined Data
Customization Considerations • Type of Customization Needed (Category) • Data Element • Local Funding Source • Locally Defined Service for Local Funding Source • Type of Data Elements (Field-Type) • Drop-down • Provider Login Message • Text • Text Area • Yes/No Drop-down
Location for Locally Defined Data • Custom Background • Customer Application • Add Enrolled Service • Service Record • Exit • Exit Record Data • Training Program Custom Application Question • Training Provider Questions on Public Site
Add Local Custom Information Click on Add Local Custom Information
Select Category Click to choose Category
CATEGORY – Data Element Click ‘Next’ to continue
Select Field Type Click to choose Field Type
FIELD TYPE - Drop-down Click ‘Next’ to continue
Select Location Click to choose Location
LOCATION - Custom Background Click ‘Next’ to continue
FIELD TYPE - Text Click ‘Next’ to continue
LOCATION - Add Enrolled Service Click ‘Next’ to continue
LOCATION - General Exit Info Click ‘Next’ to continue
FIELD TYPE - Yes/No Drop-down Click ‘Next’ to continue
LOCATION - General Exit Info Click ‘Next’ to continue
List Local Custom Information Click on List Local Custom Information
List Local Custom Information Click to view element
Summary • Added Local Custom Information for Customer Applications • Added Local Custom Information for Customer Service Records • Added Local Custom Information for Customer Exit Records • Listed Local Custom Information • Create Customer Application with Customized Details