Transcript
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


Top Related