Creating an Application

Select Lists.

Select Applications.

Select Add Application.

Type in first few letters of last name to see if individual is already in system.

If desired individual appears in list below, double click to view detail.

If desired individual does not appear, select Create New Individual.

Enter Address, contact info and Tribal information, select Save New Individual,

You will be asked to confirm that the information is correct, if it is, select Yes.

The individual has now been saved and you have been taken to the Application Detail page.

You may now enter or edit information in the upper portion such as Program, Status, Case Worker, etc. MAKE SURE TO SELECT THE SAVE BUTTON WHEN EDITING ANY INFO IN THIS AREA!

Tabs in lower area may be selected to enter information or to view historical data associated with this Application.

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