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Published byElijah Boone Modified over 9 years ago
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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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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
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T HE BASICS Florida Data Manual Logging in Tracking Customers Online Resources
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T ECHNICAL S UPPORT VIA E MAIL Flnfjp@flnfjp.org
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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
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F LORIDA CRD H OME P AGE
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P ASSWORD S ETUP P AGE
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H ELP WITH FORGOTTEN PASSWORDS
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C USTOMER S EARCH P AGE
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R EPORTS H OME P AGE
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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
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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
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S AMPLE A SSESSMENT E NTRY
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S AMPLE IEP E NTRY
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M ANAGER F UNCTIONS Reviewing Customer Data Assigning Caseloads to Staff Caseload Reassignments All Functions at the Agency Level
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E ND U SER R OLE Functions: Read, Review, Data Entry and some Update Access rights to his / her own caseload only
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