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Process a Customer Chapter 2. Process a Customer 2-2 Objectives Understand what defines a Customer Learn how to check for an existing Customer Learn how.

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Presentation on theme: "Process a Customer Chapter 2. Process a Customer 2-2 Objectives Understand what defines a Customer Learn how to check for an existing Customer Learn how."— Presentation transcript:

1 Process a Customer Chapter 2

2 Process a Customer 2-2 Objectives Understand what defines a Customer Learn how to check for an existing Customer Learn how to enter basic Customer information Contact information Additional contact information Private information Customer Information Report Case Notes Spell Check Universal Services

3 Process a Customer 2-3 Customer Definition (1 of 2) Customer Types Inquirant Initial contact with Customer No information on database (usually) Must verify that Customer does not already exist on database. Customer is an inquirant before eligibility is established, once eligibility is established customer becomes an applicant Applicant Eligibility has been determined

4 Process a Customer 2-4 Customer Definition (2 of 2) Customer Types (Cont.) Registrant Customer has been certified and enrolled in one or more titles Exiter Customer exited program No longer receiving training or services but may be receiving supportive or other follow-up services

5 Process a Customer 2-5 Initial Customer Contact Customer Enters Office Search System for existing Customer If Customer found on system Verify details Modify as needed If no match Establish New Customer

6 Process a Customer 2-6 Search for Existing Customer (1 of 11) Search for Customer

7 Process a Customer 2-7 Search for Existing Customer (2 of 11)

8 Process a Customer 2-8 Search for Existing Customer (3 of 11) Search for Customer

9 Process a Customer 2-9 Search for Existing Customer (4 of 11)

10 Process a Customer 2-10 Search for Existing Customer (5 of 11) Search for Customer

11 Process a Customer 2-11 Search for Existing Customer (6 of 11) Enter search information

12 Process a Customer 2-12 Search for Existing Customer (7 of 11) Enter search information

13 Process a Customer 2-13 Search for Existing Customer (8 of 11) Enter search information

14 Process a Customer 2-14 Search for Existing Customer (9 of 11) 66 Wilsons found

15 Process a Customer 2-15 Search for Existing Customer (10 of 11) Enter search information

16 Process a Customer 2-16 Search for Existing Customer (11 of 11) 3 found with new search criteria

17 Process a Customer 2-17 Find the Case Manager in a LWA Bring up LWA list

18 Process a Customer 2-18 Drop down menu Select LWA

19 Process a Customer 2-19 Select Case Manager Name Case Manager Drop down menu

20 Process a Customer 2-20 Enter Customer Information Enter Customer information

21 Process a Customer 2-21 Select the New Customer Pick the new Customer

22 Process a Customer 2-22 Obtain the User Name & Password Customer (user name) and password

23 Process a Customer 2-23 Use The Customer Menu Customer Menu Contact Information

24 Process a Customer 2-24 Add Contact Information Contact Information on database

25 Process a Customer 2-25 Add Contact Information New or changed information

26 Process a Customer 2-26 Add Additional Contacts (1 of 4) Enter Additional Contacts

27 Process a Customer 2-27 Add Additional Contacts (2 of 4)

28 Process a Customer 2-28 Add Additional Contacts (3 of 4) Enter Add Contact information

29 Process a Customer 2-29 Add Additional Contacts (4 of 4) Enter Additional Contacts

30 Process a Customer 2-30 Use The Customer Menu (1 of 3) Enter Private Information

31 Process a Customer 2-31 Use The Customer Menu (2 of 3) Enter Private Information

32 Process a Customer 2-32 Use The Customer Menu (3 of 3)

33 Process a Customer 2-33 Customer Menu Customer Info Report

34 Process a Customer 2-34 Customer Information

35 Process a Customer 2-35 Customer Menu Add Case Notes

36 Process a Customer 2-36 Case Notes

37 Process a Customer 2-37 Case Notes

38 Process a Customer 2-38 Case Notes List Case Notes

39 Process a Customer 2-39 List Case Notes

40 Process a Customer 2-40 Case Notes

41 Process a Customer 2-41 Case Notes List Case Notes

42 Process a Customer 2-42 List Case Notes Display Printable Notes

43 Process a Customer 2-43 Case Notes

44 Process a Customer 2-44 Universal Services Add Universal Services

45 Process a Customer 2-45 Universal Services

46 Process a Customer 2-46 Universal Services

47 Process a Customer 2-47 Universal Services List Universal Services

48 Universal Services

49 Process a Customer 2-49 Spell Check

50 Process a Customer 2-50 Spell Check

51 Process a Customer 2-51 Summary This chapter has taken us through the process of searching for and adding a customer We entered some additional details about the customer We added a couple case notes and enrolled him in a Universal Service We also discussed the Spell Check feature

52 Process a Customer 2-52 Lab Add Customers, additional information, Case Notes and Universal Services


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