customer service module course contents table of contents enter a request search a request create...

Customer Service Module

Course Contents

Table of Contents

Enter A Request

Search A Request

Create Invoice (Funeral home request)

Search Invoice

Manage Security Paper Inventory

Reports

Print Letters

Manage Your Profile

Using the Work Queue

Select a topic from the

Table of Contents

to begin.

Enter A Request

Step by StepStep by Step

Return to Table of ContentsReturn to Table of Contents


Login Page

Type in your

User name and

Password and

Click on

“Login”

Type in your

User name and

Password and

Click on

“Login”


Enter a request – Customer Service tab

To get

started,

Click on the

“Customer

Service Tab”

To get

started,

Click on the

“Customer

Service Tab”


Customer Service Tab – Enter request

Locate the

task menu

on the left side

of the screen

and select

“Enter request”

Locate the

task menu

on the left side

of the screen

and select

“Enter request”


Enter Request Page – Request Information

“Request

Information”

Page

“Request

Information”

Page


Request Information Page – Issuance office

Select your

location from

the drop down

menu

Select your

location from

the drop down

menu


Request Information Page – Request source

Select source of

the request from

drop down menu

Select source of

the request from

drop down menu


Request Information Page – Add request item

Select

“Add request item”Select

“Add request item”


Enter request – Request item details

This menu

allows you to

select document

type

This menu

allows you to

select document

type


Request Information Page – Request item type

Select

request item

type from the

drop down

menu

Select

request item

type from the

drop down

menu


Request Information Page – Reason for waiving fee drop down menu

If it is a no fee

transaction,

select reason for

free record

If it is a no fee

transaction,

select reason for

free record


Enter request - Reason

If one is given, select

request reason from

the drop down menu

If one is given, select

request reason from

the drop down menu


Requester Information Page

This section allows you to

enter the requester

information. Mandatory

fields are marked with an

*

This section allows you to

enter the requester

information. Mandatory

fields are marked with an

*


Requester Information Page – Entering City Information Enter a partial or full name of

the city and click on the

search button. Choose the

city from the drop down menu

to the right of the search

button.

Enter a partial or full name of

the city and click on the

search button. Choose the

city from the drop down menu

to the right of the search

button.


Pull Down Menu Reminder

Required fields will automatically refresh

to the top of the screen. Be prepared to

use the scroll bar located on the right to

continue your record entries.

Required fields will automatically refresh

to the top of the screen. Be prepared to

use the scroll bar located on the right to

continue your record entries.


Enter request - Date of birth

You can enter date information by use of the

calendar function or keying data

using the date slash mark





Request Information Page – Entering Identification Type

Use the drop

down menu to

select acceptable

forms of ID

Use the drop

down menu to

select acceptable

forms of ID


Request Information Page – Notes Section

Enter Notes if there is something

unusual about this transaction.Enter Notes if there is something

unusual about this transaction.


Enter request - Continue

Select

“Continue”Select

“Continue”


Requester information – Save confirmation

Select

“OK”Select

“OK”


Customer Service Tab – Record Payment node

“Record

Payment”

node

“Record

Payment”

node


Record Payment - Payment Summary – Add payment

Select “Add payment”

Select “Add payment”


Record Payment – Payment type

Select

type of

payment

Select

type of

payment


Record payment - Cash

Enter

payment

amount

Enter

payment

amount


Record Payment – Check details

Required fields

are marked

with an

*

Required fields

are marked

with an

*


Record payment – Check details - Copy requester information

Select

“Copy requester info”

if the information is the

same on the check

Select

“Copy requester info”

if the information is the

same on the check


Check Details – Copy requester information

Requester’s name

and organization

information will

auto-populate

Requester’s name

and organization

information will

auto-populate


Record Payment – Credit Card

Select type of

Payment-credit

card

Select type of

Payment-credit

card


Record payment – Credit card

Enter payment

amount and

last four digits

of the credit

card number

Enter payment

amount and

last four digits

of the credit

card number


Record Payment - Continue and Save

Select

“Save”Select

“Save”


Record payment – Payment Summary

This screen gives you a summary of

the payment. You can add another

payment at this time if necessary by

selecting the “Add payment” button.

This screen gives you a summary of

the payment. You can add another

payment at this time if necessary by

selecting the “Add payment” button.


Record Payment - Continue and Save

Select


“Continue”


Record Payment – Save confirmation

Select

“OK”Select

“OK”


Enter a request – Search birth records link

Select “Search birth

records” in order to link a

record to this request

Select “Search birth

records” in order to link a

record to this request


Enter request – Search record - Link

This page allows you

to enter the search

criteria needed to

locate the requested

record

This page allows you

to enter the search

criteria needed to

locate the requested

record


Search birth records – search results

This page gives you a summary of

records that match your search criteriaThis page gives you a summary of

records that match your search criteria


Search birth records – search results

Click on the name

of the record that you wantClick on the name

of the record that you want


Search birth records – Search results

Choose the “select” button

to the right of the listed recordChoose the “select” button

to the right of the listed record


Search record – Select record

The name on the selected

record appears underneath

“Request status”

The name on the selected

record appears underneath

“Request status”


Search birth records - Tangible interest

Select

“Tangible

interest”

from the

drop down

menu

Select

“Tangible

interest”

from the

drop down

menu


Request Item Details – Add supporting document

If it is necessary

to prove tangible

interest, select

“Add supporting

document”

If it is necessary

to prove tangible

interest, select

“Add supporting

document”


Enter a request – Add supporting documents

This page allows you to enter

information about documentation

used to prove tangible interest

This page allows you to enter

information about documentation

used to prove tangible interest


Request Item details – supporting document type

Select type of

document from the

drop down menu

Select type of

document from the

drop down menu


Add documentation – Document authentication

Select document

authentication

from the drop

down menu

Select document

authentication

from the drop

down menu


Add supporting documentation - Save

Select “Save”Select “Save” Select


“Continue”


Select record – Save confirmation

Select

“OK”Select

“OK”


Enter request - Follow-on menu

You can select from the

Follow-on action drop

down menu if necessary

You can select from the

Follow-on action drop

down menu if necessary


Request Information Page - “Follow-On action” Menu drop down

Select

“Update

request

status”

Select

“Update

request

status”


Follow on action - Update request status

This page allows you to

view and change the

status of a request

This page allows you to

view and change the

status of a request


Update request status – Select status

Select the

request status

from the drop

down menu

Select the

request status

from the drop

down menu


Requester information – Follow on action

Select

“Add registrant

information”

from the drop

down menu

Select

“Add registrant

information”

from the drop

down menu


Requester information – Add registrant information

This screen is used

to enter registrant

information.

Mandatory fields

are marked with an

*

This screen is used

to enter registrant

information.

Mandatory fields

are marked with an

*


Requester information – Print letters

Select

“Print letters”Select

“Print letters”


Requestor information – Print letter – Follow-on action

Select the letter

you want from the

drop down menu

Select the letter

you want from the

drop down menu


Generate letter – Confirmation

Select

“Open”Select

“Open”


Enter request – Send for fulfillment

Here you will have the option of sending the

request to be fulfilled, or fulfilling the request.Here you will have the option of sending the

request to be fulfilled, or fulfilling the request.


Enter request – Send for fulfillment

Select

“Send for

fulfillment”

Select

“Send for

fulfillment”


Enter a request – Fulfill request

Select

“Fulfill”Select

“Fulfill”


Enter request – Fulfill request

This screen

allows you to

generate

receipts and

documents,

and assign

DCN numbers

This screen

allows you to

generate

receipts and

documents,

and assign

DCN numbers


Fulfill request – Generate issuance document(s)

Select

“Generate issuance

document(s)”

Select


document(s)”


Generate issuance document(s) - Confirmation

Select

“Open”Select

“Open”


Generate issuance documents – Certified record


Generate issuance documents – issue receipt

Select “Generate

receipt/refund

docs only”

Select “Generate

receipt/refund

docs only”


Generate issuance documents – Print receipt confirmation

Select

“Open”Select

“Open”


Generate receipt/refund docs only – Print receipt

The receipt will show the information about

the requester, as well as the amount paidThe receipt will show the information about

the requester, as well as the amount paid


Generate issuance documents – Assign DCN

Select

“Assign DCN”Select

“Assign DCN”


Generate issuance documents – Select location

If the issuance

location is not pre-

populated, select

the issuance

location from the

drop down menu

If the issuance

location is not pre-

populated, select

the issuance

location from the

drop down menu


Generate issuance documents – Assign DCN

Enter the

Document Control

Number in the

space provided

Enter the

Document Control

Number in the

space provided


Generate issuance documents – Save and close request item

Select “Save & close

request item”Select “Save & close

request item”


Generate issuance documents- Request item closed

You should now get a message at the top of the

screen that confirms that your request was closed.

The request status will also show as “Fulfilled.”

You should now get a message at the top of the

screen that confirms that your request was closed.

The request status will also show as “Fulfilled.”


Record Payment – Bill To

If you choose a “Bill-To” request, there are additional steps

that must be taken to complete the invoicing processIf you choose a “Bill-To” request, there are additional steps

that must be taken to complete the invoicing process


Record Payment – Bill To

This screen

gives you the

invoice

number that

you will need

to complete

your invoice.

Make note of

this number

This screen

gives you the

invoice

number that

you will need

to complete

your invoice.

Make note of

this number


Bill-To - Continue

Select


“Continue”


Bill-To – Search and complete invoice

Select

“Search invoice”

from the task menu

Select


from the task menu


Bill-To – Search criteria

Enter the invoice

number that was

generated from the

bill to screen.

If you did not make

note of the invoice

number you can use

the requester name

to search for the

invoice

Enter the invoice

number that was

generated from the

bill to screen.

If you did not make

note of the invoice

number you can use

the requester name

to search for the

invoice


Bill-To - Search

Select

“Search”Select

“Search”


Bill-To – Search results

The invoice number, subject, and dollar

amount of the invoice will appearThe invoice number, subject, and dollar

amount of the invoice will appear


Bill-To – Search results

Select the invoice numberSelect the invoice number


Search invoice – Bill-To details

This screen allows you to enter the name of the

requester, and it also shows you the status of

the invoice, and the status of the request

This screen allows you to enter the name of the

requester, and it also shows you the status of

the invoice, and the status of the request


Bill-To - Continue

Select


“Continue”


Bill-To - Confirmation

Once you have entered

the requester information,

a confirmation message will

appear

Once you have entered

the requester information,

a confirmation message will

appear


Bill-To – Print invoice

Select

“Print”Select

“Print”


Bill-To – Open file

Select

“Open”Select

“Open”


Bill-To – Invoice

The invoice will contain the request information,

amount due, and registrant nameThe invoice will contain the request information,

amount due, and registrant name

Search & View A Request




Customer service – Search request section

Select

“Search request” Select

“Search request”


Search request – Search criteria

This page allows

you to enter

requester

information

This page allows

you to enter

requester

information


Search request - Date Entry








Search request – Requester information

Select

request item

type from drop

down menu

Select

request item

type from drop

down menu


Search Request – Request status

Select request

status from drop

down menu

Select request

status from drop

down menu

Select “Search”Select “Search”


Search Request – Request summary/Search results

This page

shows all

requests that

fit into the

criteria

provided

This page

shows all

requests that

fit into the

criteria

provided


Search results – Select a record

Select a record from

the list by clicking on

the request number

Select a record from

the list by clicking on

the request number


Search Request- Search results

Select a follow on

actionSelect a follow on

action


Search request – View search details

The “View search

details” option

allows you to view

the information in

the request

The “View search

details” option

allows you to view

the information in

the request


Search results – Back to search results

To get back to the

previous screen,

select “Back to

search results”

To get back to the

previous screen,

select “Back to

search results”

View Birth Record History


Video InstructionsVideo Instructions



Search request – View request history follow-on action

Select

“View request

history”

Select

“View request

history”


Search results - View search history

This page gives you details about the

date and time that each step was taken

in completing the request

This page gives you details about the

date and time that each step was taken

in completing the request

Create Invoice/Funeral Home Request




Customer service module - Create invoice/Funeral home request

Select “Create

invoice/Funeral

home request”

Select “Create

invoice/Funeral

home request”


Customer service – Create invoice for funeral home request

Search for death certificate requests by date and funeral

home

Search for death certificate requests by date and funeral

home


Create invoice – Date of request








Create invoice (Funeral home request) – Select funeral home

Select

funeral home

from the drop

down menu

Select

funeral home

from the drop

down menu

Select

“Search”Select

“Search”


Create invoice (Funeral home request) – Search results

You should see a list of requests for the funeral home that you

selected. You can then select the one that you want to create an

invoice for.

You should see a list of requests for the funeral home that you

selected. You can then select the one that you want to create an

invoice for.


Create invoice (Funeral home request) – Search results

Locate a request that does not have an

invoice number assigned to it, and

check the box next to that name

Locate a request that does not have an

invoice number assigned to it, and

check the box next to that name


Create invoice (Funeral home request) – Create invoice

Select

“Create invoice”Select

“Create invoice”


Create invoice (Funeral home request) – Create invoice

This message will appear to

confirm that the invoice was

created successfully.

This message will appear to

confirm that the invoice was

created successfully.


Check the box next to the request that

you want and you will be able to

create an invoice. Keep in mind that

you will need to make note of the

invoice number that is generated

Check the box next to the request that

you want and you will be able to

create an invoice. Keep in mind that

you will need to make note of the

invoice number that is generated


Create invoice (Funeral home request) – Print receipts

Select

“Print receipts”

Select

“Print receipts”


Create invoice (Funeral home request) – Open PDF file

Select

“Open”Select

“Open”


Create invoice (Funeral home request) – Invoice

This is an example of the invoice that will print.

If you close the window, you will return to the

request.

This is an example of the invoice that will print.


request.


Create invoice (Funeral home request) – Receipt

This is an example of the receipt that will print.


request.

This is an example of the receipt that will print.


request.

Search Invoice




Customer service module – Search invoice

Select

“Search invoice”Select



Customer service – search invoice

You can enter an invoice number in the

“Invoice number” Field, or use any search criteria availableYou can enter an invoice number in the

“Invoice number” Field, or use any search criteria available


Search Invoice – Search Command

Select

“Search”Select

“Search”


Search invoice – Search results

The invoice number, subject, and dollar

amount of the invoice will appearThe invoice number, subject, and dollar

amount of the invoice will appear

Record Payment For Request





Record Payment For Request – Select invoice number

Select the invoice numberSelect the invoice number


Record Payment For Request – Search results

This screen shows you the invoice status,

amount due and the requester informationThis screen shows you the invoice status,

amount due and the requester information


Record Payment For Request – Search results

Select

“View payment details”

to add a payment

Select

“View payment details”

to add a payment


Record Payment For Request – Payment summary

Click on “Add Payment” Click on “Add Payment”


Record Payment For Request – Payment type

Select type of payment

and payment amountSelect type of payment

and payment amount


Record Payment For Request - Save

Select

“Save”Select

“Save”


Record Payment For Request – Request updated


Record Payment For Request – Request updated

You should now see that the payment you

added is reflected in the balance due, and

the status of the request is “Paid”

You should now see that the payment you

added is reflected in the balance due, and

the status of the request is “Paid”

Process Funeral Home Request





Process funeral home request – Home page

Go to the homepage

by selecting the

“Home” tab

Go to the homepage

by selecting the

“Home” tab


Process funeral home request – Task menu

Select

“Work queue”

from the task

menu

Select

“Work queue”

from the task

menu


Process funeral home request – Work queue

Select

“Pending electronic request for death

certificate from funeral home director”

from the work queue

Select

“Pending electronic request for death

certificate from funeral home director”

from the work queue


Process funeral home request – Search results

You will see a

list of electronic

requests

submitted by

the funeral

homes. Select

the name of the

record that you

want

You will see a

list of electronic

requests

submitted by

the funeral

homes. Select

the name of the

record that you

want


Process funeral home request – Search results

Select the

record that

you want

from the list

Select the

record that

you want

from the list


Process funeral home request - Mail to information

The mail to information

screen will show you where

the invoice will be mailed,

and who the registrant is

The mail to information

screen will show you where

the invoice will be mailed,

and who the registrant is


Process funeral home request – Fulfill request

Once you verify that

the request information

is correct, select “fulfill”

Once you verify that

the request information

is correct, select “fulfill”


Process funeral home request – Receipt verification

This screen gives you an opportunity to

review the information that will appear

on the receipt

This screen gives you an opportunity to

review the information that will appear

on the receipt


Process funeral home request – Generate issuance documents

Select


document(s)”

Select


document(s)”


Process funeral home request - Open PDF file

Select

“Open”Select

“Open”


Process funeral home request – VA certificate

Example of a

Complimentary veterans certificateExample of a

Complimentary veterans certificate


Process funeral home request - Assign DCN

Select

“Assign DCN”Select

“Assign DCN”


Process funeral home request - Select issuance office

Select the

issuance location

from the drop

down menu

Select the

issuance location

from the drop

down menu


Process funeral home request - Assign DCN field

Enter the nine digit Document Control Number (DCN) in

the field provided. If you are printing more than one

document, you will be able to enter more than one DCN.

Enter the nine digit Document Control Number (DCN) in

the field provided. If you are printing more than one

document, you will be able to enter more than one DCN.


Process funeral home request – Save and close request

Select

“Save & close request

item”

Select

“Save & close request

item”


Process funeral home request – Request closed

This message will confirm that you have

successfully closed your request.This message will confirm that you have

successfully closed your request.


Customer Service – Manage Security Paper Inventory

Select “Manage

Security Paper

Inventory”

Select “Manage

Security Paper

Inventory”


Manage security paper inventory – Add Paper

Select

“Add

Paper”

Select

“Add

Paper”


Manage security paper inventory– Add Paper Inventory

This screen

allows you

to track

security

paper

inventory

This screen

allows you

to track

security

paper

inventory


Add paper – Add paper inventory location drop down menu

Select location

from the drop

down menu

Select location

from the drop

down menu


Manage Security paper inventory – Add Paper - Save

Select

“Save”Select

“Save”


Manage security paper inventory – Add paper - Confirmation

Select

“OK”Select

“OK”


Add Paper – Security paper stock added successfully

A confirmation message

will appear once the task

is completed

A confirmation message

will appear once the task

is completed


Manage security paper inventory - Delete Paper

Select

“Delete Paper”Select

“Delete Paper”


Manage security paper inventory – Delete Paper

This screen allows

you to track

security paper

stock

This screen allows

you to track

security paper

stock


Manage security paper inventory - Delete paper location drop down

Select location

from the drop

down menu

Select location

from the drop

down menu


Manage security paper inventory – Enter Document Control Number (DCN) Range

Enter DCN

RangeEnter DCN

Range


Manage Security Paper - Delete Paper

After entering

the DCN

range,

select

“Delete”

After entering

the DCN

range,

select

“Delete”


Manage Security Paper Inventory – Delete Paper Confirmation

Select

“OK”Select

“OK”


Manage security paper inventory – Delete Paper - Confirmation

Confirmation message that

the DCN was successfully

deleted


the DCN was successfully

deleted


Manage security paper inventory – Void Paper

Select “Void

Paper”Select “Void

Paper”


Manage security paper inventory – Void Paper

This screen allows you to track

and void security paperThis screen allows you to track

and void security paper


Manage security paper inventory – Void paper location drop down

Select correct

location from the

drop down menu

Select correct

location from the

drop down menu


Manage security paper inventory– Void paper reason

After entering

the DCN

range, select

the reason for

the void

request from

the drop down

menu

After entering

the DCN

range, select

the reason for

the void

request from

the drop down

menu


Void Paper - Comments box

This screen allows

you to add comments

if there is something

unusual regarding this

voided paper

This screen allows

you to add comments

if there is something

unusual regarding this

voided paper


Void paper - Save

Select

“save”Select

“save”


Void Paper – Confirmation

Select

“OK”Select

“OK”


Manage security paper inventory – Correct DCN

Select

“Correct DCN”Select

“Correct DCN”


Manage security paper inventory – Correct DCN

This screen allows you to

track security paper

inventory


track security paper

inventory


Correct DCN – Location drop down menu

Select

your location

from the drop

down menu

Select

your location

from the drop

down menu


Correct DCN – Reason for correction

After you

enter DCN

to be

corrected,

select

reason from

the drop

down menu

After you

enter DCN

to be

corrected,

select

reason from

the drop

down menu


Correct DCN – Comments

Additional

information

about

correction

Additional

information

about

correction


Correct DCN - Correct

Select

“Correct”Select

“Correct”


Correct DCN – Confirmation page

Select

“OK”Select

“OK”


Manage Security Paper Inventory – Confirmation


your request was

completed successfully


your request was

completed successfully

Reports




Customer Service - Reports

Select

“Reports”Select

“Reports”


Customer Service module reports – Daily Fee Transaction Report

Select

“Daily Fee

Transaction

Report”

Select

“Daily Fee

Transaction

Report”


Daily Fee Transaction Report

This page allows

you to select criteria

for your search

This page allows

you to select criteria

for your search


Daily Fee Transaction Report – Select issuance office

Select your

location from

the drop

down menu

Select your

location from

the drop

down menu


Daily Fee Transaction Report – Enter dates

You can enter the date by using the calendar function or keying data using date

slash marks

You can enter the date by using the calendar function or keying data using date

slash marks


Daily Fee Transaction - Generate

Select

“Generate”Select

“Generate”


Daily Fee Transaction – File Download Confirmation

Select

“Open”Select

“Open”


Customer service module reports – Inventory control report

Select

“Inventory

Control

Report”

Select

“Inventory

Control

Report”


Inventory Control Report – Date and issuance office

Select issuance

office from drop

down menu

Select issuance

office from drop

down menu

Date fields

are mandatoryDate fields

are mandatory


Reports – Security Paper Inventory Control Report

Select


“Generate”


Reports – Security Paper Inventory Control Reports

Select

“Open”Select

“Open”


Reports – Security Paper Inventory Control Reports

This report shows information on the

Document Control Number (DCN) that was

assigned to a specific request

This report shows information on the

Document Control Number (DCN) that was

assigned to a specific request


Customer service module reports – Master Paper Inventory

Select

“Master Paper

Inventory”

Select

“Master Paper

Inventory”


Inventory Control Report – Master Paper Inventory

Select issuance

office from drop

down menu

Select issuance

office from drop

down menu

Date fields


are mandatory



Select


“Generate”



Select

“Open”Select

“Open”



This reports shows

details about available

security paper inventory

This reports shows

details about available

security paper inventory


Customer service module reports – Outstanding Invoice Report

Select

“Outstanding

Invoice

Report”

Select

“Outstanding

Invoice

Report”


Customer service module reports – Outstanding Invoice Report

Select


“Generate”


Outstanding Invoice Report – Open file

Select

“Open”Select

“Open”


Customer service module reports - Outstanding Invoice Report

This report allows you to

track outstanding invoicesThis report allows you to

track outstanding invoices


Customer service module reports – Paper Distribution\Entry Report

Select

“Paper Distribution\

Entry Report”

Select

“Paper Distribution\

Entry Report”


Paper Distribution\Entry Report – Enter date range

Select issuance

office from drop

down menu

Select issuance

office from drop

down menu

Date fields


are mandatory


Paper Distribution\Entry Report – Generate report

Select


“Generate”


Paper Distribution\Entry Report – Open report

Select

“Open”Select

“Open”


Customer service module reports - Paper Distribution\Entry Report

This report shows the DCN range

used, quantity, and dateThis report shows the DCN range

used, quantity, and date


Customer service module reports – Parent Notice – Batch Printing

Select

“Parent Notice –

Batch Printing”

Select

“Parent Notice –

Batch Printing”




using date slash marks




Parent Notice – Batch Printing– Select date range


Parent Notice – Batch Printing - Generate

Select


“Generate”


Parent Notice – Batch Printing – Open report

Select

“Open”Select

“Open”


Customer service module reports - Parent Notice – Batch Printing

This report gives details about

parent notices that were issuedThis report gives details about

parent notices that were issued


Customer service module reports – Record For Daily Receipts

Select

“Record For

Daily Receipts”

Select

“Record For

Daily Receipts”








Record For Daily Receipts – Select date range


Record For Daily Receipts - Generate

Select


“Generate”


Record For Daily Receipts – Open report

Select

“Open”Select

“Open”


Customer service module reports - Record For Daily Receipts

This report gives a summary of transactions

within a specified date rangeThis report gives a summary of transactions

within a specified date range


Customer service module reports – Security Paper Tracking Report

Select

“Security Paper

Tracking Report”

Select

“Security Paper

Tracking Report”


Security Paper Tracking Report – Enter date range

Select issuance

office from drop

down menu

Select issuance

office from drop

down menu

Date fields


are mandatory


Security Paper Tracking Report - Generate

Select


“Generate”


Security Paper Tracking Report – Open report

Select

“Open”Select

“Open”


Customer service module - Security Paper Tracking Report

This report allows you to

track security paper inventoryThis report allows you to

track security paper inventory

Print Letters




Customer service module – Print letters

Select

“Print Letters”Select

“Print Letters”


Print letters – Letter Category


print customer lettersThis screen allows you to

print customer letters


Print letters – Letter Category drop down menu

Select type of letter

required from the drop

down menu

Select type of letter

required from the drop

down menu


Print letters – Letter Category drop down menu

Select name of

required letter from the

drop down menu

Select name of

required letter from the

drop down menu


Print letters – Generate Letter

Select

“Generate Letter”Select

“Generate Letter”


Print letters – Open report

Select

“Open”Select

“Open”


Print letters – No Birth Record Found

Example of

certified copy of

“No birth record

found”

Example of

certified copy of

“No birth record

found”

Manage Your Profile




Home Page – Manage profile

Select

“Manage profile”

from the tasks

menu

Select

“Manage profile”

from the tasks

menu


Home page – Manage profile

This page allows you to update your

contact informationThis page allows you to update your

contact information


Opt in to secret question

This box is checked by default. If you

uncheck this box, the following mandatory

questions will appear:

This box is checked by default. If you

uncheck this box, the following mandatory

questions will appear:


Manage Profile – Change password

You have the option of changing

your password if desired by

selecting “Change Password”


your password if desired by

selecting “Change Password”


Change password – Mandatory fields

Change your

password on this

page, if desired, then

select “Change

Password”.

Change your

password on this

page, if desired, then

select “Change

Password”.


Manage Profile –Password Rules

Passwords can be up to 30 characters long

Password must be at least 8 characters in length

Password must not been used previously

Password must not contain your account or full name

Password must contain at least three of the following four

character groups:

English uppercase characters (A through Z)

English lowercase characters (a through z)

Numerals (0 through 9)

Non-alphabetic characters (such as !, $, #, %)

Passwords can be up to 30 characters long

Password must be at least 8 characters in length

Password must not been used previously

Password must not contain your account or full name

Password must contain at least three of the following four

character groups:

English uppercase characters (A through Z)

English lowercase characters (a through z)

Numerals (0 through 9)

Non-alphabetic characters (such as !, $, #, %)


Change password – Change or continue option


your password or continuing

without changing password


your password or continuing

without changing password


Manage profile - Change password - Continue without change

Selecting “Continue without

change” brings you back to

the main menu screen

Selecting “Continue without

change” brings you back to

the main menu screen

Using The Work Queue




Work Queue – Task Menu

Locate the task menu

on the left side of the

screen and click on

“Work Queue”

Locate the task menu

on the left side of the

screen and click on

“Work Queue”


Work Queue Page

This page shows you the type of requests

awaiting completion, as well a the number

of requests.

This page shows you the type of requests

awaiting completion, as well a the number

of requests.


Work Queue Page

Select any Work queue item by

clicking on the requestSelect any Work queue item by

clicking on the request


Work Queue – Sorting Features

The results will be

sorted accordingly by

alphabetical, numeric or

date order

The results will be

sorted accordingly by

alphabetical, numeric or

date order


Work Queue – Selecting Records

Select the record

you wish to

review

Select the record

you wish to

review


Work Queue – View Record

The system will allow you to view the

record selected and make changes to

the request.

The system will allow you to view the

record selected and make changes to

the request.


Work Queue – Request summary

Click on the

“Request Summary”

Tab at the top of the screen

Click on the

“Request Summary”

Tab at the top of the screen


Work Queue – Fulfill request

You will now have the option to

“Fulfill” the request. See “Enter a

request – Fulfill request”

You will now have the option to

“Fulfill” the request. See “Enter a

request – Fulfill request”


Course Contents

Table of Contents

Enter A Request

Search A Request

Create Invoice (Funeral home request)

Search Invoice


Reports

Print Letter

Manage Your Profile

Using the Work Queue

Select a topic from the

Table of Contents

to begin.

End of lesson


customer service module course contents table of contents enter a request search a request create...

Documents

request slide

request request item

request customer service

request item slide

request date

request reason

request reason

customer service tab