Good Experiences. On Brand. On Budget. | 1 Midland Heart Welfare Reform Survey Training

Good Experiences. On Brand. On Budget. | 2 Objectives Provide an overview of the Welfare Reform Survey case process Access Welfare Reform Survey cases from the Lagan system Process a Welfare Reform Survey with the customer Submit the Welfare Reform Survey Close a case Reallocate cases if a customer cannot be contacted Search for cases and add notes Handle the cases created as a result of the survey

Good Experiences. On Brand. On Budget. | 3 What is Lagan ECM? Enterprise Case Management Cases Back Office Staff Agents

Good Experiences. On Brand. On Budget. | 4 What will you be using it for? Customer Involvement & Regen Team Processing and Submitting Welfare Reform Surveys Handling Welfare Reform Survey Cases Back Office Department Teams Processing Housing Option Cases Processing Money Advice Cases Processing Employment Advice Cases

Good Experiences. On Brand. On Budget. | 5 Welfare Reform Survey Process Overview Customer Involv & Regen Team Back Office Teams N Y

Good Experiences. On Brand. On Budget. | 6 Welfare Reform Case Queues Each team will have access to the following queues to reallocate the cases to if they cannot process the case.

Good Experiences. On Brand. On Budget. | 7 Instructor Demonstration Demonstration of Welfare Reform Survey Process

Good Experiences. On Brand. On Budget. | 8 Student Lab Exercises