Section Four - Creating a New Record Eligibility Tab – Navigate to the tab of the Detail” window of the “Eligibility” “Customer “Customer” module Complete the following required fields under the Info” section: “Income Lowing Living Standard Income 70% LLSIL Complete the following required under the Info” section: “Disability Disability Status Complete the following required field under the Info” section: “Migrant Migrant/Season worker Helpful Hints – *This is a new tab and needs to be completed for all users *All fields should be marked as Disclosed” “Not Section Five - Creating a New Record- Info” “Additional Navigate to the Info” tab of the Detail” window of the “Additional “Customer “Customer” module Complete the Service” section, if veteran status is known (DO NOT CHECK “Military THIS BOX if the person is NOT a veteran or the status is unknown) Complete the Service” section, if selective service registration number is “Selective known One you select the Service” option, you will be prompted to enter the “Selective customer’s number “Register/lookup” The following sections are also optional: Employment Preferences Shift Preferences Helpful Hints - *Do not enter any Protected Health Information (PHI) anywhere in OSOS
Section Four - Creating a New Record – Eligibility Tab Navigate to the “Eligibility” tab of the “Customer Detail” window of the “Customer” module Complete the following required fields under the “Income Info” section: Lowing Living Standard Income 70% LLSIL Complete the following required under the “Disability Info” section: Disability Status Complete the following required field under the “Migrant Info” section: Migrant/Season worker Helpful Hints – *This is a new tab and needs to be completed for all users *All fields should be marked as “Not Disclosed” Section Five - Creating a New Record- “Additional Info” Navigate to the “Additional Info” tab of the “Customer Detail” window of the “Customer” module Complete the “Military Service” section, if veteran status is known (DO NOT CHECK THIS BOX if the person is NOT a veteran or the status is unknown) Complete the “Selective Service” section, if selective service registration number is known One you select the “Selective Service” option, you will be prompted to enter the customer’s “Register/lookup” number The following sections are also optional: Employment Preferences Shift Preferences Helpful Hints - *Do not enter any Protected Health Information (PHI) anywhere in OSOS
nyess_master_training_guide.docx