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Introduction to the Customer Records Database

This document provides an introduction to the Customer Records Database (CRD) developed for the National Farmworker Jobs Program by Telamon Corporation under contract with the Florida Department of Education. It outlines the database's features, including customer tracking, reporting tools, and technical support. Users can learn about staff roles, enroll new customers, and manage case data effectively. The manual also includes guidelines for data entry, assessments, and IEP documentation, ensuring efficient operations within the Tampa Program Office.

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Introduction to the Customer Records Database

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  1. Introduction to the Customer Records Database October 26, 2011 Florida Department of Education National Farmworker Jobs Program

  2. 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

  3. The basics • Florida Data Manual • Logging in • Tracking Customers • Online Resources

  4. Technical Support via Email • Flnfjp@flnfjp.org

  5. Working with CRD Tools • Learn about Staff Roles • Learn about Key System Features • Find an Existing Customer’s Record • Enroll a New Customer

  6. Florida CRD Home Page

  7. Password Setup Page

  8. Help with forgotten passwords

  9. Customer Search Page

  10. Reports Home Page

  11. 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

  12. 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

  13. Sample Assessment Entry

  14. Sample IEP Entry

  15. Manager Functions • Reviewing Customer Data • Assigning Caseloads to Staff • Caseload Reassignments • All Functions at the Agency Level

  16. End User Role • Functions: Read, Review, Data Entry and some Update • Access rights to his / her own caseload only

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