Local Customization Chapter 2

Local Customization 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

Local Customization 2-3 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

Local Customization 2-4 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

Add Local Custom Information Click on Add Local Custom Information

Local Customization 2-6 Select Local Customization Type

Local Customization 2-7 Select Category Click to choose Category

Local Customization 2-8 CATEGORY – Data Element Click Next to continue

Local Customization 2-9 Select Field Type Click to choose Field Type

Local Customization 2-10 FIELD TYPE - Drop-down Click Next to continue

Local Customization 2-11 Select Location Click to choose Location

Local Customization 2-12 LOCATION - Custom Background Click Next to continue

Local Customization 2-13 Maintain Custom Data Element

Add Custom Information

Local Customization 2-15 FIELD TYPE - Text Click Next to continue

Local Customization 2-16 LOCATION - Add Enrolled Service Click Next to continue

Local Customization 2-17 Maintain Custom Data Element

Local Customization 2-18 Add Custom Information

Local Customization 2-19 LOCATION - General Exit Info Click Next to continue

Local Customization 2-20 Maintain Custom Data Element

Local Customization 2-21 Add Custom Information

Local Customization 2-22 FIELD TYPE - Yes/No Drop-down Click Next to continue

Local Customization 2-23 LOCATION - General Exit Info Click Next to continue

Local Customization 2-24 Maintain Custom Data Element

Local Customization 2-25 Add Custom Information

Local Customization 2-26 List Local Custom Information Click on List Local Custom Information

Local Customization 2-27 List Local Custom Information Click to view element

Local Customization 2-28 Maintain Custom Data Element

Local Customization 2-29 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

Local Customization Demo

List Custom Information

Local Customization 2-33 Data Element

Local Customization 2-34 Data Element: Drop-Down

Local Customization 2-35 Custom Background

Custom Data Element

Local Customization 2-37 Data Element Text

Local Customization 2-38 Custom Background

Local Customization 2-40 Data element text

Local Customization 2-41 Custom Background Text

Local Customization 2-42 Custom Background Text

Local Customization 2-43 Data Element Yes/No

Local Customization 2-44 Yes/No on Exit Record

Local Customization 2-45 Yes/No on Exit Record

Local Customization 2-46 List Custom Information

Local Customization 2-47 Application Menu

Local Customization 2-48 LWA Specific Data in Guided Application Process

Local Customization 2-49 LWA Specific Data in Guided Application Process

Local Customization 2-50 Application Menu

Local Customization 2-51 Custom Field on Exit Record

Local Customization 2-52 Custom Field on Exit Record

Local Customization 2-53 List Custom Information