My Case Load Use of the Case Load Feature in OSOS.

Slides:

Advertisements

Similar presentations

To: All Staff Please find below a user guide to using . I will explain how to do the following using screenshots and annotations. From:

Advertisements

Document Properties: adding information to your Microsoft Office documents Step 1: Add information to Document Properties What are Document Properties.

Practice Insight Instructional Webinar Series Reporting

Orchard Harvest™ LIS Review Results Training

TIPS AND TOOLS FOR TAX OFFICES Roy Seaman and Jonathan Martin June 20, 2013.

SIS – NBS Online Specimen Tracking System Training

Library Online Catalog Tutorial Pentagon Library Last Updated March 2008.

Customer Service Module Course Contents Table of Contents Enter A Request Search A Request Create Invoice (Funeral home request) Search Invoice Manage.

Slide 1 of 39 Welcome to GSA’s Vendor and Customer Self Service (VCSS) course Section 5: Statement and Dispute Navigation This presentation is compliant.

Education Google Calendar (GCal) English. Education Upon completion of this course, you will be able to:  Navigate the GCal interface  Search your calendar.

With the new changes to OSOS you may need to complete the following steps: 1.Open IExplorer / Tools / Internet Options / Delete Browsing to clear all.

The Registration Experience Student Registration via Self-Service.

September 5, 2015 Office Setup. Lesson Overview: Office Setup  In this lesson we will cover:  Adding new offices to COM  Individual office setup 

Recruitment Office Procedures Job Posting Requests Creating a Search Committee –Adding Search Committee MembersAdding Search Committee Members –Designating.

PRIOS ARA Limited Agent User Instructions PRIOS ARA Limited Agent User Instructions Professional Repossessors Interactive Operating System.

NextGen Trustee Department Disbursements This class will cover the various methods of handling department disbursements. Whether entering them manually.

In-State Tobacco Products Wholesale Dealer’s Report.

Working with a Database

User Group Meeting Dashboard Features Products Customers Vendors Quick Find Menu/Search Shortcuts Popups Key Performance Indicators Tasks.

ICP Kit 2011 HHC Data Entry Module The World Bank ICP Kit Training African Development Bank.

Using Form Tools and Creating Custom Forms Microsoft Access 2010.

Microsoft ® Office Access ® 2007 Training Datasheets II: Sum, sort, filter, and find your data ICT Staff Development presents:

1 OPOL Training (OrderPro Online) Prepared by Christina Van Metre Independent Educational Consultant CTO, Business Development Team © Training Version.

Division of Alcoholic Beverages and Tobacco Liquor Distiller’s and Rectifier’s Monthly Report.

Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 BACKNEXTEND 7-1 LINKS TO OBJECTIVES Filtering Data Removing a Filter Filter by Selection.

Warehouse Report. Log into EDS using your Address/User Id and Password. If you have forgotten your password, click on the Forgot Password? link.

General (Add/Edit General Ledger Accounts) The Add/Edit General Ledger Accounts screen allows you to: Add new or maintain existing GL Accounts View/edit.

AESuniversity Setting up Referrals. Referral Setup What is a Referral? What do you want out of Referrals? Ways to set up a Referral System User process.

Chapter 17 Creating a Database.

Cigarette Distributing Agent’s Report. Log in with the user id and password provided through the EDS registration process and click on the Login button.

Voting with SOSA/OVRD SOSA/OVRD. Login and Information Screens After login, the SOSA Voting Information screen displays The Database drop-down allows.

FIX Eye FIX Eye Getting started: The guide EPAM Systems B2BITS.

GSA’s Vendor and Customer Self Service (VCSS).  View and Print Statements  View and print statements for your accounts.  Statement Search by Agreement.

Utilizing Quick Access Toolbar in MS Excel Prepared by: Aiman Saleem Excel Expert

) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of.

Taxpaid Cigarette Wholesale Dealer’s Report (CWD).

Intro to Excel - Session 5.21 Tutorial 5 - Session 5.2 Working with Excel Lists.

Staff Module and Summary of Changes 1. Icon Changes: Page 3 Signing In and Password/Pin Changes: Page 4 Logging Out: Page 8 Staff Module Changes: Page.

PestPac Software Customer Portal. Customer Portal Website Training The Customer Portal provides your customers with access to their account information.

PestPac Software. Leads The Leads Module allows you to track all of your pending sales for your company from the first contact to the close. By the end.

User Manual OPERATION MODULE V1.0. CONTENT  MAIN INTERFACE  STAFF RECORD  How to add new record?  How to edit record?  Additional Record  How to.

Granite School District ESD Gradebook

Microsoft Office 2013 Try It! Chapter 4 Storing Data in Access.

Staff Module and Summary of Changes 1. Icon Changes: Page 3 Signing In and Password/Pin Changes: Page 4 Logging Out: Page 8 Staff Module Changes: Page.

Sorting Contacts with Categories Lunch and Learn.

Customize Your View of Data Training Presentation for Supply Chain Platform: BAE Systems May 2015.

Invoices and Service Invoices Training Presentation for Raytheon Supply Chain Platform (RSCP) April 2016.

Step 1 Lead Notifications Dear Partner, New leads have been assigned to your organization based on customer preference and are available for you.

Faculty Attendance Tracker. What’s New with ATTR 9.2? Optimization for mobile devices and web browsers Navigation arrow is back Drop-down menu to “update.

Create Database Tables Lesson 2. Software Orientation.

Emdeon Office Batch Management Services This document provides detailed information on Batch Import Services and other Batch features.

Introduction to the new robust security system from SCC.

Quick Instructor Guide

To start, once logged into your Lodge, click the “Lodge Reports” button.

Customizing the Quick Access Toolbar in Microsoft Office

TDA Direct Certification

Batch Functionality SAVING TIME WITH DATA ENTRY.

ICP Kit HHC Data Validation and Aggregation Module

Standard Operating Procedure

Batch Functionality SAVING TIME WITH DATA ENTRY.

Barbara Palmer APD Director

Create a Customer Contract with Rate-Based Contract Line

Lesson Five: Viewing Order Information from the Orders Tab

NextGen Utility Billing

Physician Tips and Tricks

Milestone Notification

Great Plains User Interface Training

Lesson 1: Epic Appointment Scheduling Referrals

Lesson 6: Epic DAR Creating a Private Report

Lesson 13 Working with Tables

Presentation transcript:

My Case Load Use of the Case Load Feature in OSOS

Staff Module Staff Detail Window My Case Load Tab Case Load is Empty

Adding Customers to My Case Load

Add to Case Load Gen. Info Tab

Record Saved Button Changes to “Remove From Case Load”

No Visible Case Load Yet Refresh Button My Case Load

Once Refreshed, Added Contacts Appear

Selected OSOS ID Numbers

Paste Click the Search Button Quick Search Tab

Select All

Add to Case Load Button Record(s) Saved

Once Refreshed, Added Contacts Appear Refresh Button My Case Load

My Case Load Tab Functions

Type Type Drop Down Menu Vet Status Date Added Name My Case Load

Access the Customer Detail General Info Tab Select One or More Customers Staff Detail Window Staff Module

Number of Records Customer Detail

Select All Checkbox My Case Load Type Defaults to Customer

Sorting Information in My Case Load

Date Added

Sort Data by Column Names Sorted A-Z

Descending Alphabetical Order

Printing My Case Load

Print Button

Using My Case Load In OSOS Functions

Customer Search Window List Search Tab Lookup List Select “My Case Load”

Search Button Select the Record List Name List Search Tab

Search Results

Select One or More Offices Geographic Tab

Options Button

Save Button Select One or More Criteria Default Buttons Your Default Choices Column Header

Drop Down Arrow Select Print List or Export Selected Criteria

Print Button Export (to Excel) Button

Correspond Button Selected Criteria Selected Customers

Activity Button Comments

Save Button

Removing Customer Records From My Case Load

Remove From Case Load Gen. Info Tab

Record Removed Message Add to Case Load Button

Remove From CL Customer Search Window

Record(s) Removed Message

Remove From Case Load My Case Load Tab

OK Button Not Really an Error Message

Click the Save Button

Employer Contacts

Add to Case Load Button Select a Single Contact Contact Info Tab Employer Module

Button Changes to “Remove From Case Load” Record Saved Message

Paste Employer ID Numbers Show Contacts Button Search Quick Search Tab

Add to Case Load Button Select Employer Contacts

Record(s) Saved Notification

Refresh Button My Case Load

No Vet Status Employer Name – Contact Name Defaults to Date Added Type Dropdown Menu

Access the Employer Detail General Info Tab Select One or More Employer Contacts Staff Detail Window Staff Module

Select Case Load Lookup List Select My Case Load Search Show Contacts Button List Search Tab

Remove From Case Load Button Contact Info Tab

Show Contacts Button Employer Search Window

Select Drop Down Arrow Select Contacts Click Remove From CL

Record Removed Message

Remove From Case Load Button

OK Button Not Really an Error Message

Click the Save Button

Employer Contact Selected Customer Contact Selected Buttons are Not Available Select All Checkbox is Not Accessible My Case Load Tab Type Set to All