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Local Data Customization Guide for Customer Applications

Customize customer applications with locally defined data elements. Learn about customization considerations and types of data fields. Enhance services by adding custom information and exit data.

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Local Data Customization Guide for Customer Applications

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Presentation Transcript

  1. Local Customization Chapter 2

  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

  3. 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

  4. 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

  5. Add Local Custom Information Click on Add Local Custom Information

  6. Select Local Customization Type

  7. Select Category Click to choose Category

  8. CATEGORY – Data Element Click ‘Next’ to continue

  9. Select Field Type Click to choose Field Type

  10. FIELD TYPE - Drop-down Click ‘Next’ to continue

  11. Select Location Click to choose Location

  12. LOCATION - Custom Background Click ‘Next’ to continue

  13. Maintain Custom Data Element

  14. Add Custom Information

  15. FIELD TYPE - Text Click ‘Next’ to continue

  16. LOCATION - Add Enrolled Service Click ‘Next’ to continue

  17. Maintain Custom Data Element

  18. Add Custom Information

  19. LOCATION - General Exit Info Click ‘Next’ to continue

  20. Maintain Custom Data Element

  21. Add Custom Information

  22. FIELD TYPE - Yes/No Drop-down Click ‘Next’ to continue

  23. LOCATION - General Exit Info Click ‘Next’ to continue

  24. Maintain Custom Data Element

  25. Add Custom Information

  26. List Local Custom Information Click on List Local Custom Information

  27. List Local Custom Information Click to view element

  28. Maintain Custom Data Element

  29. 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

  30. Create Customer Application with Customized Details

  31. Local Customization Demo

  32. List Custom Information

  33. Data Element

  34. Data Element: Drop-Down

  35. Custom Background

  36. Custom Data Element

  37. Data Element Text

  38. Custom Background

  39. Custom Background

  40. Data element text

  41. Custom Background Text

  42. Custom Background Text

  43. Data Element Yes/No

  44. Yes/No on Exit Record

  45. Yes/No on Exit Record

  46. List Custom Information

  47. Application Menu

  48. LWA Specific Data in Guided Application Process

  49. LWA Specific Data in Guided Application Process

  50. Application Menu

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