process a customer chapter 2. process a customer 2-2 objectives understand what defines a customer...
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Process a CustomerProcess a Customer
Chapter 2Chapter 2
Process a Customer 2-2
ObjectivesObjectives
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
Process a Customer 2-3
Customer Definition (1 of 2)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
Process a Customer 2-4
Customer Definition (2 of 2)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
Process a Customer 2-5
Initial Customer ContactInitial 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
Process a Customer 2-6
Search for Existing Search for Existing Customer (1 of 11)Customer (1 of 11)
Search for Customer
Process a Customer 2-7
Search for Existing Search for Existing Customer (2 of 11)Customer (2 of 11)
Process a Customer 2-8
Search for Existing Search for Existing Customer (3 of 11)Customer (3 of 11)
Search for Customer
Process a Customer 2-9
Search for Existing Search for Existing Customer (4 of 11)Customer (4 of 11)
Process a Customer 2-10
Search for Existing Search for Existing Customer (5 of 11)Customer (5 of 11)
Search for Customer
Process a Customer 2-11
Search for Existing Search for Existing Customer (6 of 11)Customer (6 of 11)
Enter search information
Process a Customer 2-12
Search for Existing Search for Existing Customer (7 of 11)Customer (7 of 11)
Enter search information
Process a Customer 2-13
Search for Existing Search for Existing Customer (8 of 11)Customer (8 of 11)
Enter search information
Process a Customer 2-14
Search for Existing Search for Existing Customer (9 of 11)Customer (9 of 11)
66 Wilson’s found
123-00-777
123-11-777
123-22-777
123-33-777
123-44-777
123-55-777
123-45-777
Process a Customer 2-15
Search for Existing Search for Existing Customer (10 of 11)Customer (10 of 11)
Enter search information
Process a Customer 2-16
Search for Existing Search for Existing Customer (11 of 11)Customer (11 of 11)
3 found with new search criteria
111-44-777
111-55-777
111-45-777
Process a Customer 2-17
Find the Case Manager in a LWAFind the Case Manager in a LWA
Bring up LWA list
Process a Customer 2-18
Drop down menu
Select LWASelect LWA
Process a Customer 2-19
Select Case Manager NameSelect Case Manager Name
Case ManagerDrop down menu
Process a Customer 2-20
Enter Customer InformationEnter Customer Information
Enter Customer information
Process a Customer 2-21
Select the New CustomerSelect the New Customer
Pick the new Customer
111-44-777
111-55-777
111-45-777
Process a Customer 2-22
Obtain the User Name & PasswordObtain the User Name & Password
Customer (user name) and password
Process a Customer 2-23
Use The Customer MenuUse The Customer Menu
Customer Menu
Contact Information
Process a Customer 2-24
Add Contact InformationAdd Contact Information
Contact Information on
database
Process a Customer 2-25
Add Contact InformationAdd Contact Information
New or changed information
Process a Customer 2-26
Add Additional Contacts (1 of 4)Add Additional Contacts (1 of 4)
Enter Additional Contacts
Process a Customer 2-27
Add Additional Contacts (2 of 4)Add Additional Contacts (2 of 4)
Process a Customer 2-28
Add Additional Contacts (3 of 4)Add Additional Contacts (3 of 4)
Enter Add Contact information
Process a Customer 2-29
Add Additional Contacts (4 of 4)Add Additional Contacts (4 of 4)
Enter Additional Contacts
Process a Customer 2-30
Use The Customer Menu (1 of 3)Use The Customer Menu (1 of 3)
Enter Private Information
Process a Customer 2-31
Use The Customer Menu (2 of 3)Use The Customer Menu (2 of 3)
Enter Private Information
Process a Customer 2-32
Use The Customer Menu (3 of 3)Use The Customer Menu (3 of 3)
Process a Customer 2-33
Customer MenuCustomer Menu
Customer Info Report
Process a Customer 2-34
Customer InformationCustomer Information
Process a Customer 2-35
Customer MenuCustomer Menu
Add Case Notes
Process a Customer 2-36
Case NotesCase Notes
Process a Customer 2-37
Case NotesCase Notes
Process a Customer 2-38
Case NotesCase Notes
List Case Notes
Process a Customer 2-39
List Case NotesList Case Notes
Process a Customer 2-40
Case NotesCase Notes
Process a Customer 2-41
Case NotesCase Notes
List Case Notes
Process a Customer 2-42
List Case NotesList Case Notes
Display Printable
Notes
Process a Customer 2-43
Case NotesCase Notes
Process a Customer 2-44
Universal ServicesUniversal Services
Add Universal Services
Process a Customer 2-45
Universal ServicesUniversal Services
Process a Customer 2-46
Universal ServicesUniversal Services
Process a Customer 2-47
Universal ServicesUniversal Services
List Universal Services
Universal ServicesUniversal Services
Process a Customer 2-49
Spell CheckSpell Check
Spell Check
Process a Customer 2-50
Spell CheckSpell Check
Spell Check
Process a Customer 2-51
SummarySummary
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
Process a Customer 2-52
LabLab
Add Customers, additional information, Case Notes and Universal Services
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