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