Exit a Customer Chapter 8

Exit a Customer 8-2 Objectives Perform exit summary process consisting of the following steps: Review service records Close open services Utilize the Exit Control Panel to add exit information Enter employment information View exit summary for an exited customer Add a service after customer has exited

Exit a Customer 8-3 Search Customers Search My Customers

Exit a Customer 8-4 Search Customers

Exit a Customer 8-5 List Applications

Exit a Customer 8-6 View Application

Exit a Customer 8-7 List Services List Enrolled Services

Exit a Customer 8-8 List Services

Exit a Customer 8-9 Close Open Service (1 of 2)

Exit a Customer 8-10 Close Open Service (2 of 2)

Exit a Customer 8-11 Additional Info (1 of 3)

Exit a Customer 8-12 Additional Info (2 of 3)

Exit a Customer 8-13 Additional Info (3 of 3)

Exit a Customer 8-14 Close Service (1 of 3) Status Updated

Exit a Customer 8-15 Close Service (2 of 3)

Exit a Customer 8-16 Close Service (3 of 3) Status updated

Exit a Customer 8-17 Application Menu Exit Summary

Exit a Customer 8-18 Exit Control Panel

Exit a Customer 8-19 Add Job (1 of 11)

Exit a Customer 8-20 Add Job (2 of 11)

Exit a Customer 8-21 Add Job (3 of 11) Obtain SIC Code

Exit a Customer 8-22 Add Job (4 of 11) Management

Exit a Customer 8-23 Add Job (5 of 11)

Exit a Customer 8-24 Add Job (6 of 11)

Exit a Customer 8-25 Add Job (7 of 11) Search for SOC code

Exit a Customer 8-26 Add Job (8 of 11) Management Occupations

Exit a Customer 8-27 Add Job (9 of 11)

Exit a Customer 8-28 Add Job (10 of 11)

Exit a Customer 8-29 Add Job (11 of 11)

Exit a Customer 8-30 Employment at Exit

Exit a Customer 8-31 Exit Control Panel

Exit a Customer 8-32 Enter Exit Date

Exit a Customer 8-33 Exit Customer (1 of 2)

Exit a Customer 8-34 Exit Customer (2 of 2)

Exit a Customer 8-35 Application Summary

1 st and 3 rd Quarter Post Exit - Wages

Post Exit – Wages and Credentials

Post Exit – Youth

Exit a Customer 8-39 Summary This chapter has taken us through the process of exiting a customer The process included: Reviewing existing services Closing open services Using the Exit Control Panel to exit a customer Adding employment information Viewing application summary after the customer has exited Viewed examples of Post Quarter exit results

Exit a Customer 8-40 Lab Record Employment Details and Exit Customer Exit the youth with 1 st, 2 nd, and 3 rd quarter outcomes