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

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Presentation on theme: "Good Experiences. On Brand. On Budget. | 1 Midland Heart Welfare Reform Survey Training."— Presentation transcript:

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

2 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

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

4 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

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

6 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.

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

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


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