1 / 40

Exit a Customer

Learn to exit a customer efficiently with steps like reviewing services, closing open services, and updating exit information. Explore employment details and post-exit results.

abyers
Download Presentation

Exit a Customer

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Exit a Customer Chapter 8

  2. Objectives • Perform exit summary process consisting of the following steps: • Review service records • Close open services • Utilize the Exit Control Panel to add exit information • Enter employment information • View exit summary for an exited customer • Add a service after customer has exited

  3. Search Customers Search My Customers

  4. Search Customers

  5. List Applications

  6. View Application

  7. List Services List Enrolled Services

  8. List Services

  9. Close Open Service (1 of 2)

  10. Close Open Service (2 of 2)

  11. Additional Info (1 of 3)

  12. Additional Info (2 of 3)

  13. Additional Info (3 of 3)

  14. Close Service (1 of 3) Status Updated

  15. Close Service (2 of 3)

  16. Close Service (3 of 3) Status updated

  17. Application Menu Exit Summary

  18. Exit Control Panel

  19. Add Job (1 of 11)

  20. Add Job (2 of 11)

  21. Add Job (3 of 11) Obtain SIC Code

  22. Add Job (4 of 11) Management

  23. Add Job (5 of 11)

  24. Add Job (6 of 11)

  25. Add Job (7 of 11) Search for SOC code

  26. Add Job (8 of 11) Management Occupations

  27. Add Job (9 of 11)

  28. Add Job (10 of 11)

  29. Add Job (11 of 11)

  30. Employment at Exit

  31. Exit Control Panel

  32. Enter Exit Date

  33. Exit Customer (1 of 2)

  34. Exit Customer (2 of 2)

  35. Application Summary

  36. 1st and 3rd Quarter Post Exit - Wages

  37. Post Exit – Wages and Credentials

  38. Post Exit – Youth

  39. Summary • This chapter has taken us through the process of exiting a customer • The process included: • Reviewing existing services • Closing open services • Using the Exit Control Panel to exit a customer • Adding employment information • Viewing application summary after the customer has exited • Viewed examples of Post Quarter exit results

  40. Lab • Record Employment Details and Exit Customer • Exit the youth with 1st, 2nd, and 3rd quarter outcomes

More Related