Process a Customer

1. Process a Customer Chapter 2

2. Objectives • Understand what defines a Customer • Learn how to check for an existing Customer • Learn how to enter basic Customer information • Contact information • Additional contact information • Private information • Customer Information Report • Case Notes • Spell Check • Universal Services

3. Customer Definition (1 of 2) • Customer Types • Inquirant • Initial contact with Customer • No information on database (usually) • Must verify that Customer does not already exist on database. • Customer is an inquirant before eligibility is established, once eligibility is established customer becomes an applicant • Applicant • Eligibility has been determined

4. Customer Definition (2 of 2) • Customer Types (Cont.) • Registrant • Customer has been certified and enrolled in one or more titles • Exiter • Customer exited program • No longer receiving training or services but may be receiving supportive or other follow-up services

5. Initial Customer Contact • Customer Enters Office • Search System for existing Customer • If Customer found on system • Verify details • Modify as needed • If no match • Establish New Customer

6. Search for Existing Customer (1 of 11) Search for Customer

7. Search for Existing Customer (2 of 11)

8. Search for Existing Customer (3 of 11) Search for Customer

9. Search for Existing Customer (4 of 11)

10. Search for Existing Customer (5 of 11) Search for Customer

11. Search for Existing Customer (6 of 11) Enter search information

12. Search for Existing Customer (7 of 11) Enter search information

13. Search for Existing Customer (8 of 11) Enter search information

14. Search for Existing Customer (9 of 11) 123-45-777 123-55-777 123-44-777 66 Wilson’s found 123-33-777 123-22-777 123-11-777 123-00-777

15. Search for Existing Customer (10 of 11) Enter search information

16. Search for Existing Customer (11 of 11) 111-45-777 111-55-777 111-44-777 3 found with new search criteria

17. Find the Case Manager in a LWA Bring up LWA list

18. Select LWA Drop down menu

19. Select Case Manager Name Case Manager Drop down menu

20. Enter Customer Information Enter Customer information

21. Select the New Customer 111-45-777 111-55-777 Pick the new Customer 111-44-777

22. Obtain the User Name & Password Customer (user name) and password

23. Use The Customer Menu Customer Menu Contact Information

24. Add Contact Information Contact Information on database

25. Add Contact Information New or changed information

26. Add Additional Contacts (1 of 4) Enter Additional Contacts

27. Add Additional Contacts (2 of 4)

28. Add Additional Contacts (3 of 4) Enter Add Contact information

29. Add Additional Contacts (4 of 4) Enter Additional Contacts

30. Use The Customer Menu (1 of 3) Enter Private Information

31. Enter Private Information Use The Customer Menu (2 of 3)

32. Use The Customer Menu (3 of 3)

33. Customer Menu Customer Info Report

34. Customer Information

35. Customer Menu Add Case Notes

36. Case Notes

37. Case Notes

38. Case Notes List Case Notes

39. List Case Notes

40. Case Notes

41. Case Notes List Case Notes

42. List Case Notes Display Printable Notes

43. Case Notes

44. Universal Services Add Universal Services

45. Universal Services

46. Universal Services

47. Universal Services List Universal Services

48. Universal Services

49. Spell Check Spell Check

50. Spell Check Spell Check