I NTRODUCTION TO THE C USTOMER R ECORDS D ATABASE October 26, 2011 Florida Department of Education National Farmworker Jobs Program.

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Presentation transcript:

I NTRODUCTION TO THE C USTOMER R ECORDS D ATABASE October 26, 2011 Florida Department of Education National Farmworker Jobs Program

A BOUT 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

T HE BASICS Florida Data Manual Logging in Tracking Customers Online Resources

T ECHNICAL S UPPORT VIA E MAIL

W ORKING WITH CRD T OOLS Learn about Staff Roles Learn about Key System Features Find an Existing Customer’s Record Enroll a New Customer

F LORIDA CRD H OME P AGE

P ASSWORD S ETUP P AGE

H ELP WITH FORGOTTEN PASSWORDS

C USTOMER S EARCH P AGE

R EPORTS H OME P AGE

E NROLLING A N EW C USTOMER Case Scenario of a Farmworker Family Step 1: Review Case Scenario Step 2: Complete an Application for Services Step 3: CRD Data Entry

A SSESSMENTS 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

S AMPLE A SSESSMENT E NTRY

S AMPLE IEP E NTRY

M ANAGER F UNCTIONS Reviewing Customer Data Assigning Caseloads to Staff Caseload Reassignments All Functions at the Agency Level

E ND U SER R OLE Functions: Read, Review, Data Entry and some Update Access rights to his / her own caseload only