1. Modify Customer and Add Application Details Chapter 7

2. 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

3. Modify Customer and Add Application Details 7-3 Staff Menu Search for Customer

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

5. Modify Customer and Add Application Details 7-5 List Customers

6. 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

21. Modify Customer and Add Application Details 7-21 List Credentials

22. Modify Customer and Add Application Details 7-22 Add Credential

23. Modify Customer and Add Application Details 7-23 List Credentials

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

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

26. Add Job (1 of 7)

27. Add Job (2 of 7)

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

29. Add Job (4 of 7)

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

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

32. Add Job (7 of 7)

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

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

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

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

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

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

39. Modify Customer and Add Application Details 7-39 Family Characteristics

40. Modify Customer and Add Application Details 7-40 Income Calculation

41. Modify Customer and Add Application Details 7-41 Contact Information

42. Modify Customer and Add Application Details 7-42 Private Information

43. Modify Customer and Add Application Details 7-43 Veterans Information

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

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

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

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

48. Modify Customer and Add Application Details 7-48 NRP Periods

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

50. Modify Customer and Add Application Details 7-50 NRP Summary

51. Modify Customer and Add Application Details 7-51 NRP Characteristics

52. Modify Customer and Add Application Details 7-52 Income Calculation

53. Modify Customer and Add Application Details 7-53 Family Characteristics

54. Modify Customer and Add Application Details 7-54 NRP Summary

55. 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

56. Modify Customer and Add Application Details 7-56 Lab Revise Customer and add Application Details