exit a customer
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TRANSCRIPT
Exit a CustomerExit a Customer
Chapter 8Chapter 8
Exit a Customer 8-2
ObjectivesObjectives
Perform exit summary process consisting of the following steps: Review service records Close open services Utilize the Exit Control Panel to add exit information Enter employment information View exit summary for an exited customer Add a service after customer has exited
Exit a Customer 8-3
Search CustomersSearch Customers
Search My Customers
Exit a Customer 8-4
Search CustomersSearch Customers
Exit a Customer 8-5
List ApplicationsList Applications
Exit a Customer 8-6
View ApplicationView Application
Exit a Customer 8-7
List ServicesList Services
List Enrolled Services
Exit a Customer 8-8
List ServicesList Services
Exit a Customer 8-9
Close Open Service (1 of 2)Close Open Service (1 of 2)
Exit a Customer 8-10
Close Open Service (2 of 2)Close Open Service (2 of 2)
Exit a Customer 8-11
Additional Info (1 of 3)Additional Info (1 of 3)
Exit a Customer 8-12
Additional Info (2 of 3)Additional Info (2 of 3)
Exit a Customer 8-13
Additional Info (3 of 3)Additional Info (3 of 3)
Exit a Customer 8-14
Close Service (1 of 3)Close Service (1 of 3)
Status Updated
Exit a Customer 8-15
Close Service (2 of 3)Close Service (2 of 3)
Exit a Customer 8-16
Close Service (3 of 3)Close Service (3 of 3)
Status updated
Exit a Customer 8-17
Application MenuApplication Menu
Exit Summary
Exit a Customer 8-18
Exit Control PanelExit Control Panel
Exit a Customer 8-19
Add Job (1 of 11)Add Job (1 of 11)
Exit a Customer 8-20
Add Job (2 of 11)Add Job (2 of 11)
Exit a Customer 8-21
Add Job (3 of 11)Add Job (3 of 11)
Obtain SIC Code
Exit a Customer 8-22
Add Job (4 of 11)Add Job (4 of 11)
Management
Exit a Customer 8-23
Add Job (5 of 11)Add Job (5 of 11)
Exit a Customer 8-24
Add Job (6 of 11)Add Job (6 of 11)
Exit a Customer 8-25
Add Job (7 of 11)Add Job (7 of 11)
Search for SOC code
Exit a Customer 8-26
Add Job (8 of 11)Add Job (8 of 11)
Management Occupations
Exit a Customer 8-27
Add Job (9 of 11)Add Job (9 of 11)
Exit a Customer 8-28
Add Job (10 of 11)Add Job (10 of 11)
Exit a Customer 8-29
Add Job (11 of 11)Add Job (11 of 11)
Exit a Customer 8-30
Employment at ExitEmployment at Exit
Exit a Customer 8-31
Exit Control PanelExit Control Panel
Exit a Customer 8-32
Enter Exit DateEnter Exit Date
Exit a Customer 8-33
Exit Customer (1 of 2)Exit Customer (1 of 2)
Exit a Customer 8-34
Exit Customer (2 of 2)Exit Customer (2 of 2)
Exit a Customer 8-35
Application SummaryApplication Summary
11stst and 3 and 3rdrd Quarter Post Exit - Wages Quarter Post Exit - Wages
Post Exit – Wages and CredentialsPost Exit – Wages and Credentials
Post Exit – YouthPost Exit – Youth
Exit a Customer 8-39
SummarySummary
This chapter has taken us through the process of exiting a customer
The process included: Reviewing existing services Closing open services Using the Exit Control Panel to exit a customer Adding employment information Viewing application summary after the customer has
exited Viewed examples of Post Quarter exit results
Exit a Customer 8-40
LabLab
Record Employment Details and Exit Customer Exit the youth with 1st, 2nd, and 3rd quarter
outcomes
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