Local Customization

1
Local Customization

• Chapter 2

2
Objectives

• Customization Considerations
• Types of Data Elements
• Location for Locally Defined Data
• Add Local Custom Information for Customer
  Application, Service and Exit Data
• List Local Custom Information
• Create Customer Application with Locally Defined
  Data

3
Customization Considerations

• Type of Customization Needed (Category)
• Data Element
• Local Funding Source
• Locally Defined Service for Local Funding Source
• Type of Data Elements (Field-Type)
• Drop-down
• Provider Login Message
• Text
• Text Area
• Yes/No Drop-down

4
Location for Locally Defined Data

• Custom Background
• Customer Application
• Add Enrolled Service
• Service Record
• Exit
• Exit Record Data
• Training Program Custom Application Question
• Training Provider Questions on Public Site

5
Add Local Custom Information
Click on Add Local Custom Information
6
Select Local Customization Type
7
Select Category
Click to choose Category
8
CATEGORY Data Element
Click Next to continue
9
Select Field Type
Click to choose Field Type
10
FIELD TYPE - Drop-down
Click Next to continue
11
Select Location
Click to choose Location
12
LOCATION - Custom Background
Click Next to continue
13
Maintain Custom Data Element
14
Add Custom Information
15
FIELD TYPE - Text
Click Next to continue
16
LOCATION - Add Enrolled Service
Click Next to continue
17
Maintain Custom Data Element
18
Add Custom Information
19
LOCATION - General Exit Info
Click Next to continue
20
Maintain Custom Data Element
21
Add Custom Information
22
FIELD TYPE - Yes/No Drop-down
Click Next to continue
23
LOCATION - General Exit Info
Click Next to continue
24
Maintain Custom Data Element
25
Add Custom Information
26
List Local Custom Information
Click on List Local Custom Information
27
List Local Custom Information
Click to view element
28
Maintain Custom Data Element
29
Summary

• Added Local Custom Information for Customer
  Applications
• Added Local Custom Information for Customer
  Service Records
• Added Local Custom Information for Customer Exit
  Records
• Listed Local Custom Information
• Create Customer Application with Customized
  Details

30
Create Customer Application with Customized
Details
31
Local Customization Demo
32
List Custom Information
33
Data Element
34
Data Element Drop-Down
35
Custom Background
36
Custom Data Element
37
Data Element Text
38
Custom Background
39
Custom Background
40
Data element text
41
Custom Background Text
42
Custom Background Text
43
Data Element Yes/No
44
Yes/No on Exit Record
45
Yes/No on Exit Record
46
List Custom Information
47
Application Menu
48
LWA Specific Data in Guided Application Process
49
LWA Specific Data in Guided Application Process
50
Application Menu
51
Custom Field on Exit Record
52
Custom Field on Exit Record
53
List Custom Information