Register a Customer for Register a Customer for ServicesServices
Chapter 6Chapter 6
Register a Customer for Services 6-2
ObjectivesObjectives
Adding customer services to a single customer depicting a logical flow: Adding core services Adding intensive services Adding ITA information Adding training services
Register a Customer for Services 6-3
Register a Customer for ServicesRegister a Customer for Services
Name search
Register a Customer for Services 6-4
List CustomersList Customers
Register a Customer for Services 6-5
Customer MenuCustomer Menu
Customer
Register a Customer for Services 6-6
List ApplicationsList Applications
Register a Customer for Services 6-7
Application MenuApplication Menu
Register a Customer for Services 6-8
ServicesServices
Register a Customer for Services 6-9
Select TitleSelect Title
Select Title
Register a Customer for Services 6-10
Select Service Level and Start DateSelect Service Level and Start Date
Register a Customer for Services 6-11
Select ActivitySelect Activity
Select Activity
Register a Customer for Services 6-12
Add Required Activity InformationAdd Required Activity Information
Register a Customer for Services 6-13
Search Provider RelationshipsSearch Provider Relationships
Register a Customer for Services 6-14
List Provider RelationshipsList Provider Relationships
Register a Customer for Services 6-15
Add Required Activity InformationAdd Required Activity Information
Register a Customer for Services 6-16
Custom Service DataCustom Service Data
Register a Customer for Services 6-17
Add Required Activity InformationAdd Required Activity Information
Register a Customer for Services 6-18
Add All Service Related InformationAdd All Service Related Information
Register a Customer for Services 6-19
ServicesServices
Return to Application Menu
Register a Customer for Services 6-20
Application MenuApplication Menu
WIA Additional Criteria
Register a Customer for Services 6-21
WIA Additional CriteriaWIA Additional Criteria
Intensive Services
Register a Customer for Services 6-22
Case NoteCase Note
Add Case Note
Register a Customer for Services 6-23
Case NoteCase Note
Register a Customer for Services 6-24
Case NoteCase Note
Register a Customer for Services 6-25
Application MenuApplication Menu
Determine Eligibility
Register a Customer for Services 6-26
Eligibility Determination (1 of 2)Eligibility Determination (1 of 2)
Register a Customer for Services 6-27
Eligibility Determination (2 of 2)Eligibility Determination (2 of 2)
New Title/Program
Register a Customer for Services 6-28
Eligibility DocumentationEligibility Documentation
Register a Customer for Services 6-29
Eligibility DeterminationEligibility Determination
Check Certify box
Register a Customer for Services 6-30
CertificationCertification
Register a Customer for Services 6-31
ServicesServices
Register a Customer for Services 6-32
Select TitleSelect Title
Register a Customer for Services 6-33
Select Service Level and Start DateSelect Service Level and Start Date
Register a Customer for Services 6-34
Select ActivitySelect Activity
Register a Customer for Services 6-35
Add Required Activity InformationAdd Required Activity Information
Register a Customer for Services 6-36
Search Provider RelationshipsSearch Provider Relationships
Register a Customer for Services 6-37
List Provider RelationshipsList Provider Relationships
Register a Customer for Services 6-38
Add Required Activity InformationAdd Required Activity Information
Register a Customer for Services 6-39
ServicesServices
Application Menu
Register a Customer for Services 6-40
Application MenuApplication Menu
WIA Additional Criteria
Register a Customer for Services 6-41
WIA Additional CriteriaWIA Additional Criteria
Training Services
Register a Customer for Services 6-42
Application MenuApplication Menu
Determine Eligibility
Register a Customer for Services 6-43
Eligibility Determination (1 of 2)Eligibility Determination (1 of 2)
Register a Customer for Services 6-44
Eligibility Determination (2 of 2)Eligibility Determination (2 of 2)
Register a Customer for Services 6-45
Eligibility DocumentationEligibility Documentation
Register a Customer for Services 6-46
Eligibility DeterminationEligibility Determination
Check Certify box
Register a Customer for Services 6-47
CertificationCertification
Register a Customer for Services 6-48
Missing DataMissing Data
Register a Customer for Services 6-49
Application MenuApplication Menu
Click on Tests
Register a Customer for Services 6-50
TestsTests
Register a Customer for Services 6-51
Add Test (1 of 4)Add Test (1 of 4)
Register a Customer for Services 6-52
Add Test (2 of 4)Add Test (2 of 4)
Register a Customer for Services 6-53
Add Test (3 of 4)Add Test (3 of 4)
Register a Customer for Services 6-54
Add Test (4 of 4)Add Test (4 of 4)
Register a Customer for Services 6-55
Application MenuApplication Menu
Continue Eligibility
Determination
Register a Customer for Services 6-56
Eligibility Determination (1 of 2)Eligibility Determination (1 of 2)
Register a Customer for Services 6-57
Eligibility Determination (2 of 2)Eligibility Determination (2 of 2)
Check box
Register a Customer for Services 6-58
CertificationCertification
Enrolled ServicesEnrolled Services
Health Care – 1A
Register a Customer for Services 6-60
Register a Customer for ServicesRegister a Customer for Services
Register a Customer for Services 6-61
Eligibility DeterminationEligibility Determination
Register a Customer for Services 6-62
Add ITAAdd ITA
Register a Customer for Services 6-63
Add ITAAdd ITA
Register a Customer for Services 6-64
Add ITAAdd ITA
Click on
Register a Customer for Services 6-65
Add Training ServiceAdd Training Service
Click on
Register a Customer for Services 6-66
Add ITAAdd ITA
Register a Customer for Services 6-67
Add Training ServiceAdd Training Service
Click on
Register a Customer for Services 6-68
Add Training ServiceAdd Training Service
Register a Customer for Services 6-69
Add Training ServiceAdd Training Service
Register a Customer for Services 6-70
Add Training ServiceAdd Training Service
Register a Customer for Services 6-71
Add Training ServiceAdd Training Service
Register a Customer for Services 6-72
Add Training ServiceAdd Training Service
Register a Customer for Services 6-73
Add Training ServiceAdd Training Service
Click on
Register a Customer for Services 6-74
Add Training ServiceAdd Training Service
Register a Customer for Services 6-75
Add Training ServiceAdd Training Service
Click on
Register a Customer for Services 6-76
Add Training ServiceAdd Training Service
Register a Customer for Services 6-77
Add Training ServiceAdd Training Service
Register a Customer for Services 6-78
Add Training ServiceAdd Training Service
Register a Customer for Services 6-79
SummarySummary
This chapter has taken us through the process of enrolling a customer in services
A customer was shown moving from core to intensive and then to training services
The following functions were included: Adding and certifying a core service Adding and certifying intensive service Adding math and reading tests Adding and certifying training service Adding ITA information
Register a Customer for Services 6-80
LabLab
Register Adult and Youth Customers for Services