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INTRODUCTION TO THE CUSTOMER RECORDS DATABASE October 26, 2011 Florida Department of Education National Farmworker Jobs Program

Introduction to the Customer Records Database

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Introduction to the Customer Records Database. October 26, 2011 Florida Department of Education National Farmworker Jobs Program. About the CRD. Developed by Telamon Corporation under contract with the Florida Department of Education Development began in mid-2010 - PowerPoint PPT Presentation

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Page 1: Introduction to the Customer Records Database

INTRODUCTION TO THE CUSTOMER RECORDS DATABASEOctober 26, 2011

Florida Department of EducationNational Farmworker Jobs Program

Page 2: Introduction to the Customer Records Database

ABOUT 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

Page 3: Introduction to the Customer Records Database

THE BASICS

Florida Data Manual

Logging in

Tracking Customers

Online Resources

Page 4: Introduction to the Customer Records Database

TECHNICAL SUPPORT VIA EMAIL [email protected]

Page 5: Introduction to the Customer Records Database

WORKING WITH CRD TOOLS

Learn about Staff Roles

Learn about Key System Features

Find an Existing Customer’s Record

Enroll a New Customer

Page 6: Introduction to the Customer Records Database

FLORIDA CRD HOME PAGE

Page 7: Introduction to the Customer Records Database

PASSWORD SETUP PAGE

Page 8: Introduction to the Customer Records Database

HELP WITH FORGOTTEN PASSWORDS

Page 9: Introduction to the Customer Records Database

CUSTOMER SEARCH PAGE

Page 10: Introduction to the Customer Records Database

REPORTS HOME PAGE

Page 11: Introduction to the Customer Records Database

ENROLLING A NEW CUSTOMER

Case Scenario of a Farmworker Family

Step 1: Review Case Scenario

Step 2: Complete an Application for Services

Step 3: CRD Data Entry

Page 12: Introduction to the Customer Records Database

ASSESSMENTS 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

Page 13: Introduction to the Customer Records Database

SAMPLE ASSESSMENT ENTRY

Page 14: Introduction to the Customer Records Database

SAMPLE IEP ENTRY

Page 15: Introduction to the Customer Records Database

MANAGER FUNCTIONS

Reviewing Customer Data

Assigning Caseloads to Staff

Caseload Reassignments

All Functions at the Agency Level

Page 16: Introduction to the Customer Records Database

END USER ROLE

Functions: Read, Review, Data Entry and some Update

Access rights to his / her own caseload only