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Introduction to the Customer Records Database

Introduction to the Customer Records Database. October 26, 2011 Florida Department of Education National Farmworker Jobs Program. About the CRD . Developed by Telamon Corporation under contract with the Florida Department of Education Development began in mid-2010

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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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