Modify Customer and Add Application Details

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