Modify Customer and Add Application Details Chapter 7

Modify Customer and Add Application Details 7-2 Objectives 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 Menu Search for Customer

Modify Customer and Add Application Details 7-4 Search Customers Search criteria Search for Customer

Modify Customer and Add Application Details 7-5 List Customers

Modify Customer and Add Application Details 7-6 Application 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 Menu Change Additional contact name

Modify Customer and Add Application Details 7-8 Additional Contacts To change name

Modify Customer and Add Application Details 7-9 Maintain Contact Enter new name (Sarah)

Modify Customer and Add Application Details 7-10 Maintain Contact New name entered

Modify Customer and Add Application Details 7-11 Additional Contacts New name displayed

Modify Customer and Add Application Details 7-12 Application Menu Add case note

Modify Customer and Add Application Details 7-13 Add Case Note

Modify Customer and Add Application Details 7-14 Application Menu List Case Notes

Modify Customer and Add Application Details 7-15 List Case Notes

Modify Customer and Add Application Details 7-16 Printed Case Notes

Modify Customer and Add Application Details 7-17 List Case Notes

Modify Customer and Add Application Details 7-18 Application Menu Add Pell Grant

Modify Customer and Add Application Details 7-19 Education Status Add Pell Grant

Modify Customer and Add Application Details 7-20 Application Menu Add Credentials

Modify Customer and Add Application Details 7-21 List Credentials

Modify Customer and Add Application Details 7-22 Add Credential

Modify Customer and Add Application Details 7-23 List Credentials

Modify Customer and Add Application Details 7-24 Application Menu Add Job record

Modify Customer and Add Application Details 7-25 List Work History

Add Job (1 of 7)

Add Job (2 of 7)

Modify Customer and Add Application Details 7-28 Add Job (3 of 7)

Add Job (4 of 7)

Modify Customer and Add Application Details 7-30 Add Job (5 of 7)

Modify Customer and Add Application Details 7-31 Add Job (6 of 7)

Add Job (7 of 7)

Modify Customer and Add Application Details 7-33 List Work History

Modify Customer and Add Application Details 7-34 Application Menu Add Case Note

Modify Customer and Add Application Details 7-35 Add Case Note Confidential Flag

Modify Customer and Add Application Details 7-36 Add Case Note

Modify Customer and Add Application Details 7-37 Add Case Note Two case notes

Modify Customer and Add Application Details 7-38 Application Data Unable to Change Family Characteristics Income Calculation Contact Information Private Information Veterans Information

Modify Customer and Add Application Details 7-39 Family Characteristics

Modify Customer and Add Application Details 7-40 Income Calculation

Modify Customer and Add Application Details 7-41 Contact Information

Modify Customer and Add Application Details 7-42 Private Information

Modify Customer and Add Application Details 7-43 Veterans Information

Modify Customer and Add Application Details 7-44 Add Universal Services

Modify Customer and Add Application Details 7-45 Add Universal Services

Modify Customer and Add Application Details 7-46 Modify Customer and Add Application Details Log off system

Modify Customer and Add Application Details 7-47 Application Menu Needs Related Payments

Modify Customer and Add Application Details 7-48 NRP Periods

Modify Customer and Add Application Details 7-49 NRP Period Dates

Modify Customer and Add Application Details 7-50 NRP Summary

Modify Customer and Add Application Details 7-51 NRP Characteristics

Modify Customer and Add Application Details 7-52 Income Calculation

Modify Customer and Add Application Details 7-53 Family Characteristics

Modify Customer and Add Application Details 7-54 NRP Summary

Modify Customer and Add Application Details 7-55 Summary 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 Lab Revise Customer and add Application Details