Transcript 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
Database, reporting tools and technical support
to Tampa Program Office
THE BASICS

Florida Data Manual

Logging in

Tracking Customers

Online Resources
TECHNICAL SUPPORT VIA EMAIL

[email protected]
WORKING WITH CRD TOOLS

Learn about Staff Roles

Learn about Key System Features

Find an Existing Customer’s Record

Enroll a New Customer
FLORIDA CRD HOME PAGE
PASSWORD SETUP PAGE
HELP WITH FORGOTTEN PASSWORDS
CUSTOMER SEARCH PAGE
REPORTS HOME PAGE
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
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

SAMPLE ASSESSMENT ENTRY
SAMPLE IEP ENTRY
MANAGER FUNCTIONS

Reviewing Customer Data

Assigning Caseloads to Staff

Caseload Reassignments

All Functions at the Agency Level
END USER ROLE


Functions: Read, Review, Data Entry and some
Update
Access rights to his / her own caseload only