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
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)
Section Fifteen -Adding Additional Services & Ending Existing Services To end an Existing Service- Navigate to the “Services” tab of the “Services” window of the “Customer” module Select the “Service” you wish to close Enter the “Actual End Date” Select “Save” To Enter a New Service- Select “New Service” You will now be automatically re-directed to a new page Select the “General Info” tab Select the “WIB” drop down menu and select “NYESS Provider Default” Enter “Provider Name” Select “Search” From the search results, select the appropriate service Select “Schedule” You will now be automatically re-directed back to the Services page you started on In the “Detail” section on the left side of the page, add: The “Planned Start Date” The “Actual Start Date” The “Planned End Date” Select “Individualized Career Services” under “Program Service Type” Select “Save” To enter funding for the new Service Select the service you wish to add funding to Under the “Funding” section, enter “$1.00” in the “Total Funding” field Select “Add” A web page dialogue pop-up box will appear Filter the funding source by selecting “Level” Select the appropriate funding source for your customer Enter “$1.00” into the “Obligated Amount” field Select “OK” (the box will close) Select “Save” Helpful -
In the “Details” section, enter the “Actual End Date” Select “Save” *Remember to use a leading zero for dates (e.g.; 01/20/1990) Ticket to Work Navigate to the “Ticket to Work” tab of the “Customer Detail” window of the “Customer” module Select “Add” on the bottom left corner of the page Complete the “Ticket” section: Select “Yes” or “No” for “Assigned to NYESS Network?” field Enter the appropriate date in the “Date Assigned/Signed” field Select “Yes” or “No” for “Signature is on file?” field Complete the “Individual Employment Plan” section: Enter the appropriate date in the “Date Developed” field Select “Yes” or “No” for “Individual Employment Plan” field *Remember to use the Arrows at the top of the screen to click to the end of the tabs *If you are AEN partner, and you cannot see the TTW tab, you should contact *If your agency is not an AEN partner, you will not see the TTW tab, and your agency should contact NYESS to consider joining the AEN. *Remember to use a leading zero for dates (e.g.; 01/20/1990)