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Modify Customer and Add Application Details

Modify Customer and Add Application Details. Chapter 7. Objectives. 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

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Modify Customer and Add Application Details

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  1. Modify Customer and Add Application Details Chapter 7

  2. Objectives • 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

  3. Staff Menu Search for Customer

  4. Search Customers Search for Customer Search criteria

  5. List Customers

  6. Application 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

  7. Customer Menu Change Additional contact name

  8. Additional Contacts To change name

  9. Maintain Contact Enter new name (Sarah)

  10. Maintain Contact New name entered

  11. Additional Contacts New name displayed

  12. Application Menu Add case note

  13. Add Case Note Add Case Note

  14. Application Menu List Case Notes

  15. List Case Notes

  16. Printed Case Notes

  17. List Case Notes

  18. Application Menu Add Pell Grant

  19. Education Status Add Pell Grant

  20. Application Menu Add Credentials

  21. List Credentials

  22. Add Credential

  23. List Credentials

  24. Application Menu Add Job record

  25. List Work History

  26. Add Job (1 of 7)

  27. Add Job (2 of 7)

  28. Add Job (3 of 7)

  29. Add Job (4 of 7)

  30. Add Job (5 of 7)

  31. Add Job (6 of 7)

  32. Add Job (7 of 7)

  33. List Work History

  34. Application Menu Add Case Note

  35. Add Case Note Confidential Flag

  36. Add Case Note

  37. Add Case Note Two case notes

  38. Application Data Unable to Change • Family Characteristics • Income Calculation • Contact Information • Private Information • Veterans Information

  39. Family Characteristics

  40. Income Calculation

  41. Contact Information

  42. Private Information

  43. Veterans Information

  44. Add Universal Services

  45. Add Universal Services

  46. Modify Customer and Add Application Details Log off system

  47. Application Menu Needs Related Payments

  48. NRP Periods

  49. NRP Period Dates

  50. NRP Summary

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