1 / 16

Introduction to the Customer Records Database

Introduction to the Customer Records Database. October 26, 2011 Florida Department of Education National Farmworker Jobs Program. About the CRD . Developed by Telamon Corporation under contract with the Florida Department of Education Development began in mid-2010

marc
Download Presentation

Introduction to the Customer Records Database

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. Introduction to the Customer Records Database October 26, 2011 Florida Department of Education National Farmworker Jobs Program

  2. About the CRD • Developed by Telamon Corporation under contract with the Florida Department of Education • Development began in mid-2010 • Database, reporting tools and technical support to Tampa Program Office

  3. The basics • Florida Data Manual • Logging in • Tracking Customers • Online Resources

  4. Technical Support via Email • Flnfjp@flnfjp.org

  5. Working with CRD Tools • Learn about Staff Roles • Learn about Key System Features • Find an Existing Customer’s Record • Enroll a New Customer

  6. Florida CRD Home Page

  7. Password Setup Page

  8. Help with forgotten passwords

  9. Customer Search Page

  10. Reports Home Page

  11. Enrolling a New Customer • Case Scenario of a Farmworker Family • Step 1: Review Case Scenario • Step 2: Complete an Application for Services • Step 3: CRD Data Entry

  12. Assessments and IEP data entry • IEP and associated customer data for entry into CRD: • Put assessment results, IEP goals, and narrative accounts in an editable Word document in consecutive order. • Choose the applicable CRD section and fields for data entry

  13. Sample Assessment Entry

  14. Sample IEP Entry

  15. Manager Functions • Reviewing Customer Data • Assigning Caseloads to Staff • Caseload Reassignments • All Functions at the Agency Level

  16. End User Role • Functions: Read, Review, Data Entry and some Update • Access rights to his / her own caseload only

More Related