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INTRODUCTION TO THE CUSTOMER RECORDS DATABASEOctober 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
Database, reporting tools and technical support to Tampa Program Office
THE BASICS
Florida Data Manual
Logging in
Tracking Customers
Online Resources
WORKING WITH CRD TOOLS
Learn about Staff Roles
Learn about Key System Features
Find an Existing Customer’s Record
Enroll a New Customer
FLORIDA CRD HOME PAGE
PASSWORD SETUP PAGE
HELP WITH FORGOTTEN PASSWORDS
CUSTOMER SEARCH PAGE
REPORTS HOME PAGE
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
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
SAMPLE ASSESSMENT ENTRY
SAMPLE IEP ENTRY
MANAGER FUNCTIONS
Reviewing Customer Data
Assigning Caseloads to Staff
Caseload Reassignments
All Functions at the Agency Level
END USER ROLE
Functions: Read, Review, Data Entry and some Update
Access rights to his / her own caseload only
