Section Twelve - Activating an Agency Navigate to the module, window and select the Info” tab “Customer” “Services” “Agency Select Agency” “New Select the drop menu “Agency” Select (or if you work for a NYS Agency, select the appropriate agency “Contractor” name) Enter the Date” “Intake Enter the Date” “Enrollment Select “Save” Helpful Hints - *Once the record has saved, the will change to if the Date” is left “Status” “Active,” “Enrollment blank, the record will save as with the as “Status” “Pending” *Remember not to enter any information in the Date” or Reason” “Termination “Termination fields since this will inactivate your agency *State agencies can select their actual agency. All others will select “Contractor” *If your agency is already listed and inactive on your customer’s record, highlight it and remove the Date” and Reason” to reactivate your agency so services can be “Termination “Termination added *Remember to use a leading zero for dates (e.g.; 01/20/1990)
Section Twelve - Activating an Agency Navigate to the “Customer” module, “Services” window and select the “Agency Info” tab Select “New Agency” Select the “Agency” drop menu Select “Contractor” (or if you work for a NYS Agency, select the appropriate agency name) Enter the “Intake Date” Enter the “Enrollment Date” Select “Save” Helpful Hints - *Once the record has saved, the “Status” will change to “Active,” if the “Enrollment Date” is left blank, the record will save as with the “Status” as “Pending” *Remember not to enter any information in the “Termination Date” or “Termination Reason” fields since this will inactivate your agency *State agencies can select their actual agency. All others will select “Contractor” *If your agency is already listed and inactive on your customer’s record, highlight it and remove the “Termination Date” and “Termination Reason” to reactivate your agency so services can be added *Remember to use a leading zero for dates (e.g.; 01/20/1990)
nyess_master_training_guide.docx