modify customer and add application details chapter 7
TRANSCRIPT
Modify Customer and Add Modify Customer and Add Application DetailsApplication Details
Chapter 7Chapter 7
Modify Customer and Add Application Details 7-2
ObjectivesObjectives 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
Modify Customer and Add Application Details 7-3
Staff MenuStaff Menu
Search for Customer
Modify Customer and Add Application Details 7-4
Search CustomersSearch Customers
Search criteriaSearch for Customer
Modify Customer and Add Application Details 7-5
List CustomersList Customers
Modify Customer and Add Application Details 7-6
Application Data Able to ChangeApplication 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
Modify Customer and Add Application Details 7-7
Customer MenuCustomer Menu
Change Additional
contact name
Modify Customer and Add Application Details 7-8
Additional ContactsAdditional Contacts
To change name
Modify Customer and Add Application Details 7-9
Maintain ContactMaintain Contact
Enter new name (Sarah)
Modify Customer and Add Application Details 7-10
Maintain ContactMaintain Contact
New name entered
Modify Customer and Add Application Details 7-11
Additional ContactsAdditional Contacts
New name displayed
Modify Customer and Add Application Details 7-12
Application MenuApplication Menu
Add case note
Modify Customer and Add Application Details 7-13
Add Case NoteAdd Case Note
Add Case Note
Modify Customer and Add Application Details 7-14
Application MenuApplication Menu
List Case Notes
Modify Customer and Add Application Details 7-15
List Case NotesList Case Notes
Modify Customer and Add Application Details 7-16
Printed Case NotesPrinted Case Notes
Modify Customer and Add Application Details 7-17
List Case NotesList Case Notes
Modify Customer and Add Application Details 7-18
Application MenuApplication Menu
Add Pell Grant
Modify Customer and Add Application Details 7-19
Education StatusEducation Status
Add PellGrant
Modify Customer and Add Application Details 7-20
Application MenuApplication Menu
Add Credentials
Modify Customer and Add Application Details 7-21
List CredentialsList Credentials
Modify Customer and Add Application Details 7-22
Add CredentialAdd Credential
Modify Customer and Add Application Details 7-23
List CredentialsList Credentials
Modify Customer and Add Application Details 7-24
Application MenuApplication Menu
Add Job record
Modify Customer and Add Application Details 7-25
List Work HistoryList Work History
Add Job (1 of 7)Add Job (1 of 7)
Add Job (2 of 7)Add Job (2 of 7)
Modify Customer and Add Application Details 7-28
Add Job (3 of 7)Add Job (3 of 7)
Add Job (4 of 7)Add Job (4 of 7)
Modify Customer and Add Application Details 7-30
Add Job (5 of 7)Add Job (5 of 7)
Modify Customer and Add Application Details 7-31
Add Job (6 of 7)Add Job (6 of 7)
Add Job (7 of 7)Add Job (7 of 7)
Modify Customer and Add Application Details 7-33
List Work HistoryList Work History
Modify Customer and Add Application Details 7-34
Application MenuApplication Menu
Add Case Note
Modify Customer and Add Application Details 7-35
Add Case NoteAdd Case Note
Confidential Flag
Modify Customer and Add Application Details 7-36
Add Case NoteAdd Case Note
Modify Customer and Add Application Details 7-37
Add Case NoteAdd Case Note
Two case notes
Modify Customer and Add Application Details 7-38
Application Data Unable to ChangeApplication Data Unable to Change
Family Characteristics Income Calculation Contact Information Private Information Veterans Information
Modify Customer and Add Application Details 7-39
Family CharacteristicsFamily Characteristics
Modify Customer and Add Application Details 7-40
Income CalculationIncome Calculation
Modify Customer and Add Application Details 7-41
Contact InformationContact Information
Modify Customer and Add Application Details 7-42
Private InformationPrivate Information
Modify Customer and Add Application Details 7-43
Veterans InformationVeterans Information
Modify Customer and Add Application Details 7-44
Add Universal ServicesAdd Universal Services
Modify Customer and Add Application Details 7-45
Add Universal ServicesAdd Universal Services
Modify Customer and Add Application Details 7-46
Modify Customer and Add Modify Customer and Add Application DetailsApplication Details
Log off system
Modify Customer and Add Application Details 7-47
Application MenuApplication Menu
Needs Related Payments
Modify Customer and Add Application Details 7-48
NRP PeriodsNRP Periods
Modify Customer and Add Application Details 7-49
NRP Period DatesNRP Period Dates
Modify Customer and Add Application Details 7-50
NRP SummaryNRP Summary
Modify Customer and Add Application Details 7-51
NRP CharacteristicsNRP Characteristics
Modify Customer and Add Application Details 7-52
Income CalculationIncome Calculation
Modify Customer and Add Application Details 7-53
Family CharacteristicsFamily Characteristics
Modify Customer and Add Application Details 7-54
NRP SummaryNRP Summary
Modify Customer and Add Application Details 7-55
SummarySummary
This chapter has taken us through the process of modifying certain customer information
The Application Menu was utilized to make all modifications to customer information
We were careful to modify information that wouldn’t impact an existing application
We reviewed the guided application process to add Needs Related Payments details
Modify Customer and Add Application Details 7-56
LabLab
Revise Customer and add Application Details