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Course Contents

Course Contents. Table of Contents Enter A Request Search A Request Create Invoice (Funeral home request) Search Invoice Manage Security Paper Inventory Reports Print Letters Manage Your Profile Using the Work Queue. Select a topic from the Table of Contents to begin.

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Course Contents

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  1. Course Contents Table of Contents Enter A Request Search A Request Create Invoice (Funeral home request) Search Invoice Manage Security Paper Inventory Reports Print Letters Manage Your Profile Using the Work Queue Select a topic from the Table of Contents to begin. Customer Service Module

  2. Enter A Request Step by Step Return to Table of Contents

  3. Login Page Type in your User name and Password and Click on “Login” Customer Service Module

  4. Enter a request – Customer Service tab To get started, Click on the “Customer Service Tab” Customer Service Module

  5. Customer Service Tab – Enter request Locate the task menu on the left side of the screen and select “Enter request” Customer Service Module

  6. Enter Request Page – Request Information “Request Information” Page Customer Service Module

  7. Request Information Page – Issuance office Select your location from the drop down menu Customer Service Module

  8. Request Information Page – Request source Select source of the request from drop down menu Customer Service Module

  9. Request Information Page – Add request item Select “Add request item” Customer Service Module

  10. Enter request – Request item details This menu allows you to select document type Customer Service Module

  11. Request Information Page – Request item type Select request item type from the drop down menu Customer Service Module

  12. Request Information Page – Reason for waiving fee drop down menu If it is a no fee transaction, select reason for free record Customer Service Module

  13. Enter request - Reason If one is given, select request reason from the drop down menu Customer Service Module

  14. Requester Information Page This section allows you to enter the requester information. Mandatory fields are marked with an * Customer Service Module

  15. Requester Information Page – Entering City Information Enter a partial or full name of the city and click on the search button. Choose the city from the drop down menu to the right of the search button. Customer Service Module

  16. Pull Down Menu Reminder Required fields will automatically refresh to the top of the screen. Be prepared to use the scroll bar located on the right to continue your record entries. Customer Service Module

  17. Enter request - Date of birth You can enter date information by use of the calendar function or keying data using the date slash mark Customer Service Module

  18. Request Information Page – Entering Identification Type Use the drop down menu to select acceptable forms of ID Customer Service Module

  19. Request Information Page – Notes Section Enter Notes if there is something unusual about this transaction. Customer Service Module

  20. Enter request - Continue Select “Continue” Customer Service Module

  21. Requester information – Save confirmation Select “OK” Customer Service Module

  22. Customer Service Tab – Record Payment node “Record Payment” node Customer Service Module

  23. Record Payment - Payment Summary – Add payment Select “Add payment” Customer Service Module

  24. Record Payment – Payment type Select type of payment Customer Service Module

  25. Record payment - Cash Enter payment amount Customer Service Module

  26. Record Payment – Check details Required fields are marked with an * Customer Service Module

  27. Record payment – Check details - Copy requester information Select “Copy requester info” if the information is the same on the check Customer Service Module

  28. Check Details – Copy requester information Requester’s name and organization information will auto-populate Customer Service Module

  29. Record Payment – Credit Card Select type of Payment-credit card Customer Service Module

  30. Record payment – Credit card Enter payment amount and last four digits of the credit card number Customer Service Module

  31. Record Payment - Continue and Save Select “Save” Customer Service Module

  32. Record payment – Payment Summary This screen gives you a summary of the payment. You can add another payment at this time if necessary by selecting the “Add payment” button. Customer Service Module

  33. Record Payment - Continue and Save Select “Continue” Customer Service Module

  34. Record Payment – Save confirmation Select “OK” Customer Service Module

  35. Enter a request – Search birth records link Select “Search birth records” in order to link a record to this request Customer Service Module

  36. Enter request – Search record - Link This page allows you to enter the search criteria needed to locate the requested record Customer Service Module

  37. Search birth records – search results This page gives you a summary of records that match your search criteria Customer Service Module

  38. Search birth records – search results Click on the name of the record that you want Customer Service Module

  39. Search birth records – Search results Choose the “select” button to the right of the listed record Customer Service Module

  40. Search record – Select record The name on the selected record appears underneath “Request status” Customer Service Module

  41. Search birth records - Tangible interest Select “Tangible interest” from the drop down menu Customer Service Module

  42. Request Item Details – Add supporting document If it is necessary to prove tangible interest, select “Add supporting document” Customer Service Module

  43. Enter a request – Add supporting documents This page allows you to enter information about documentation used to prove tangible interest Customer Service Module

  44. Request Item details – supporting document type Select type of document from the drop down menu Customer Service Module

  45. Add documentation – Document authentication Select document authentication from the drop down menu Customer Service Module

  46. Add supporting documentation - Save Select “Continue” Select “Save” Customer Service Module

  47. Select record – Save confirmation Select “OK” Customer Service Module

  48. Enter request - Follow-on menu You can select from the Follow-on action drop down menu if necessary Customer Service Module

  49. Request Information Page - “Follow-On action” Menu drop down Select “Update request status” Customer Service Module

  50. Follow on action - Update request status This page allows you to view and change the status of a request Customer Service Module

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