AllPro User Manual
Contents
1. 45 Find client GQ Ga OD can be found at the 5 top of the Client pra uci ac Fd scenes wn ee 91115 Brooks Mitchell K Forms ated ensuppForm Josfnetl 722220222 Chambers Lary M e By clickin g the ShortName liz Spouse Name Cowans Martin L b utton th e user lliz aol com Date of Birth 03 16 50 ee Hankins Kenneth ae 566566666566 onnson tlizapetn r Address 45 Biscayne City Miami Kinsey Melissa S can scroll and find Address 2 Box 1184 Zip Code 08445 Masters Mary P the ticket holder Phone 1 Client s Cell 777 888 8888 Phone 2 555 444 4444 Best Call McFadden Jamietynn f amp needed e On most all AllPro forms and input screens navigation buttons can be found at the top right Use the arrows to a Premera pee move at will among ticket holders stored in the database New A Save A Close e Such arrows can be used to move among journal entries on the journal form or payment requests on that form e The user can also use the Advanced Search button to locate a particular piece of information in the Client file e New opens a blank form for a new record Save is used to save your edits and work Close closes the form and returns the user to the main menu e The Refresh button is useful to save work and refresh all forms e This is especially useful after an auto log is placed in the journal to ensure proper viewing A Tek2. 1 Personal E Client Forms Main Page apenas e Name address contact info E Refresh 2 Pre Assignment r ne z O WP Prep and Pre Assign info ort Name use Name 3 Education Email Client Date of Birth W ress City O H 4 Employment Te i Zip Code i e poaa r Info Employer benefits info Phone 1 r Phone2 Best Call Time A Veteran 5 10 Point Status m Legal Rep 5 Payment Detail Date Disabled Date IWP Sent Referred By e Payment Requests and Tracking le 6 EN Supp Form Employment Goal for IWP e EN Supplemental Form prep E otvo M a journal Date sd Oo Date FTD Logged E 7 Journal Report ee Required Tasks x FTD Target Date CPT 8 Follow U reste trn en Ds 9 Client ee Record 4 4 1of1 e Client reports email letters aerala Ho 019 fatia hik einen isearch e Above view shows the Personal tab e Ticket holder contact and alternate contact info e Email ticket holder enter employment goal A Tek Services LLC April 2012 8 Any Ticket Holder Data Shown Is Fictitious A TEK Tab 1 Personal E3 Client Forms Main Page 1 Contact information TEE CT pa aee cc aT la memea ma phone numbers email nen save cose Saas Johnson address for ticket holder SE a TS TS
3. Email Address State ms City Holly Springs Employer Phone Industry Use Code Auto and Transportation Services Zip 38642 Medical Coverage Provided P Job Title Parts Sales DateHired 8 17 2008 Iz Date Left Job Rate Per Hour Employer On Pay Submission Form 555 55 5555 Save New 11 5 2011 Journal Date Standard Tasks Required Tasks B o 11 50 Estimated Monthly Pay KICI Ibi Hours Week 20 00 7 996 59 CENCE E P Type Followup DateFTDLogged 3 19 2012 FTD Target Date 3 25 2012 CPT Date CPT Freeform Entry Email Sent To client Subject Need payment stubs please Email Sent by Batch Email Entry Description Be sure to contact Martin regarding job ities PrintRepor PPOTnINS Record 4 4 1of7 gt M 2 KK No Filter Record 4 1of1 gt P be K NoFilter Sear Recor azote gt nos kumeren O April 2012 14 Any Ticket Holder Data Shown Is Fictitious A TEK Tab 5 Payment Detail 1 An embedded form that 5 lest Fem Main Page llows input for an ooo 08 24 11 a sali inpu Client Llevel2 el ll z5 unlimited number of FE Johnson Client Ops paym
4. D Target Date Entry Description C Date CPT Be sure to remind Liz that a school district administrative position has opened up in Tampa FL that fits her skills 22 Any Ticket Holder Data Shown Is Fictitious A TEK From Tab 9 Client Ops the Prepare Letter To Ticket Holder user can select the Prepare ae i Letter button a se Ee oe e Asub form opens that contains standard letter topics Ba messages and close information that the user can select over and over again e All standard messages are saved in the database e New messages can be added at uta TES any time for current or future Don t forget we will need copies of your pay stubs We will send to you several use stamped self addressed envelopes for your convenience e Old messages can be edited and re saved for immediate use e By clicking Print Letter a letter is prepared for printing e Letter recipient subject sender identification and date are auto logged in the journal A Tek Services LLC April 2012 23 Any Ticket Holder Data Shown Is Fictitious A TEK From Tab 9 Client Ops the user can select the Prepare Letter button The example of the letter shown right can be printed or saved to pdf format at any time The letter content is pulled from the same standard content file that is used for sending emails At times a ticket holder
5. 999 555 5555 Type To Do 12 8 2011 3 20 2012 Send Mr Cowans a copy of the job search repo displays a Days to Target a total inlyellow nas Sigs aaa aaa a e E 3 The user can edit a specific T a task date or entry Target Date Date Logged Entry Description Primary Phone description using this form Record dot W Eno Fie Search I555 55 5555 KILJ JD RNG KICI JODI 4 After edit the user can eee Save iNew eee save iNew i j Journal Date 11 5 2011 Follow up Date FTD Logged 3 19 2012 click Save to save the Standard Tasks Required Tasks A FTD Target Date 3 25 2012 CPT E Date CPT k d Freeform Entry conaenioeensenlces en Entry Description aranea Martin regarding job wor one Email Sent by Batch Email pp Recors a2o118 Hm Munters Seem CCS A Tek Services LLC April 2012 20 Any Ticket Holder Data Shown Is Fictitious A TEK For the ticket holder shown at the top of the form e The user can print IWP form journal service record or payment submission detail report e Follow Up To Do open item report is also available as well as a detailed client profile e If desired the user cana cut and paste client mailing label for the ticket holder shown e Finally a custom email or letter can be emailed or printed for the ticket holder
6. KICI JOD kat NSS KILIC ICD g ick t Mo Save New mM p airments or Journal Date 6 10 2011 gt I type Follow Up DateFTDLogged 3 19 2012 Standard Tasks Required Tasks E y FTD Target Date 3 25 2012 CPT E Date CPT Imitations as p rovl d e d Freeform Entry IWP faxed to Maximus Entry Description Be sure to contact Martin regarding job opportunities by the ticket holder Pest acer Pint Report Record M 4 6o0f7 mb W No Filter Record M lt 1ofl gt Search OLERTI WUntitered Sern OSS A Tek Services LLC April 2012 13 Any Ticket Holder Data Shown Is Fictitious A TEK 1 An embedded form that allows input for an unlimited number of employers A Input areas Working status check boxes Employer name address email address phone Check box for employer medical coverage if any used on APOR report Industry use code on APOR Date hired date left job used on APOR report Rate hour hours week estimated monthly pay used for APOR report Check box to allow placement of employer on pay request form A Tek Services LLC Client Forms Main Page Employment ceueseesse New save ciose 80 Find Client 06 13 11 Loo iO L Date Ticket Assigned 6 13 2011 Employer Name AutoZone Ticket 555 55 5555 Employer Address J Employer Address 2
7. Name 444 33 4444 Address Jamie Lynn McFadden Employment Goal impairment Limitations Name Marie P McKee Address 89 Mickey Drive Memphis al allpro group com Employment Goal April 2012 Any Ticket Holder Data Shown Is Fictitious Beneficiary Status Beneficiary Status SSI SSDI Client Working SSI SSDI Client Level 3 Phone 1 Phone 2 30 Main Menu APOR and Industry Sector Statistics 3 Ticketholder Statistics Close Form Enter Trial Work Level 720 Tubes F Piacemeris Fer Annual Solary Range Industry Sector csiooo sisson sabe ssaoso sesos ssssee s1oaooo sic0000 Load APOR Stats Load Industry Stats eas ona RRA Sas A umber of Ticketholders Assien O a _Benking Financial Servces icketholders not Seeking Employment J __ J popes Food ae iesper Seres TRE Average Time Signing IWP to Job Placement n Daysi 4278 _Enerey and Utlities e Enter TWL Enron Src and Ea amount and SS Rak 2 1 i Manufacturing i time frame at narid Se p l ficketolders wi benets a RealEstate Security Products ices e Use the two et count of Clients in Database 18 Tecnnoiogy Computer Hardware Load E e Stats Update Time stamp End of REO buttons to perform a recalculation An on demand report that provides statistics an
8. Short Name Liz Spouse Name David 2 U ser can incl ude legal Email Client liz aol com j a of Birth 03 16 50 Sex representative name if any eee a4 rl aaa ress 2 x ip Code county on 3 p F je id s are incl ud ed fo r both Phone 1 Client s Cell 777 888 8888 Phone 2 555 444 4444 Best Call Time After 10 00 p m M F ni Veteran 5 10 Point Status la Legal Rep Mark Sanderson Oth e r Co m m e nts a n d Date Disabled 5 3 2009 Date IWP Sent a I Referred By uu E m p oy m e n t G o a A Sa ai Very eager to find employment now very active and self reliant in her searches E m p oym e nt G oa is Employment Goal for IWP a high school teacher mathmatics Lid JUL JL JOPI MEN 88 8888 KOCIC JOI needed for the IWP form oo meal oe Journal Date 3 21 2012 Type Date FTD Logged 4 Note that an email can be Standard Tasks Required Tasks FTD Target Date CPT Datecpt 7 i Freeform Entry Closed FTD Entry Be sure to remind Liz that Entry Description sent directly from this form ares using Outlook Record 4 4 1 0f17 gt M be K No Filter Record 4 4 1of1 gt om XK No Filter Search Se E a A Tek Services LLC April 2012 9 Any Ticket Holder Data Shown Is Fictitious A TEK The Add Alt Contact Info button on Tab 1 Personal opens a sub form where the user can enter up to three 3 alternate contacts for the ticket holder Altern
9. 45 25 00 Jul 11 Jun 11 _ May 11 min ei cl a A am i eee eee Se April Mar 11 Feb 11 Jan 11 Kinko s 1 1 2011 1 15 2011 Dec 10 Kinko s 12 27 2010 12 31 2010 Jan 11 Kinko s 01 01 11 01 15 11 14 75 t 2 470 00 Pre Assignment Tab Continued e The Lookback Form button opens the e The example above shows the IWP above form for Lookback preparation Form page 2 with the embedded The form is stored but can be edited Lookback Form A Tek Services LLC April 2012 12 Any Ticket Holder Data Shown Is Fictitious A TEK Tab 3 Education Form input areas n ce oo i ew Leare cese e Educational level aa a Personal _ Pre Assignment Education ainainen Payment Detail EN Supp Form Journal Report Follow Up Client Ops Study focus Education Level Technical School i E Resume Required e A description for special Study Focus engine mechanics Special Skills rebuild and repair auto engines skills Prior Work Experience numerous auto repair shops and major auto sales locations for Chevrolet and Ford Prior work experiences Professional Certification Master Mechanics Certification 2007 e Professional Impairment Limitations Certification if any e A description of any
10. 8 24 2011 11 24 2011 9 13 2011 1 30 2011 9 1 2011 9 30 2011 1 15 2011 9 5 2011 8 10 2011 8 18 2011 11 8 2011 Consultant 1 Pam Wallace 2 Al Nichols 2 Al Nichols 4 Becky Martin 99 Admin 1 Pam Wallace 1 Pam Wallace 11 Shea Reems 11 Shea Reems 99 Admin 99 Admin 1 Pam Wallace 2 Al Nichols 4 Becky Martin 2 Al Nichols 11 Shea Reems 4 Becky Martin 4 Becky Martin Beneficiary Status Client Level 3 Client Level 3 Client Level 3 NonWork Unassigned by A Client Level 2 Client Level 3 Client Level 2 Pending Client Working Not Looking Client Working Client Level 3 Working Unassigned by Clie Pending Client Level 1 Terminated Other Client Level 2 Client Level 2 29 A TEK e Avery useful report to let the database administrator or user know which ticket holders have not received any contact via U S Mail email or phone in over 30 days e Extremely important report to ensure that SSA service and communication guidelines are being met A Tek Services LLC Report Example No Contact Last 30 Days Hl Summary Profile Report Consultant Admin Name Martin L Cowans Address 142 Autumn Oaks Drive Ticket No 555 55 5555 Email _ _al allpro group com Beneficiary Status Client Count 3 SSI SSDI SSDI Client Level 2 Phone 1 a Phone 2 7 Employment Goal a auto specialist and master mechanic impairment Limitations Ticket No
11. Umea R soea and a group based on beneficiary r Sent Wed3 2 2012 1009 PM status to send the emails s An example of the Outlook email We are here to help you achieve your goal for self sufficiency but we haven t heard from you in awhile We have attempted to contact you but did not receive a response How can we help screen ISS h own to t h eri 8 h t Please contact us at 999 999 9999 or email us at pam whatever com We look forward to hearing from you Please include your address e Note that the Outlook email especially if you have a new address so we can update our records screen for new email is populated automatically by the topic selected in the AllPro application Your Contact Info A Tek Services LLC April 2012 33 Any Ticket Holder Data Shown Is Fictitious Main Menu Database Maintenance Master File Maintenance Selections Alliance Office Only Company Information Job Developer Profiles Standard Journal Tasks Required Journal Tasks State and Advocacy Phone Nos In any database application some master files must be built to allow the application to run properly The Main Menu provides a database maintenance feature that allows the user administrator an opportunity to work with five key areas 1 Company Information 2 Job Developer Profiles Consultant or employee 3 Standard Journal Tasks 4 Required Journal Tasks 5 States of Residency and St
12. may not have email and will need to receive a letter instead Again a journal log of the letter is saved automatically A Tek Services LLC Example Letter To Ticket Holder Your Company Name Consultant Pam Wallace AnyBox 0444 Anytown TN 38999 0444 Phone 800 444 9999 pam yourcompany com March 21 2012 Elizabeth Johnson 45 Biscayne Box 1184 Miami FL 08445 RE Happy Birthday Dear Elizabeth You have a birthday this month We hope that you have a great birthday Our birthday wish for you is that we can help you meet your self sufficiency needs Have a great day Your Name Your Company Your Address April 2012 24 Any Ticket Holder Data Shown Is Fictitious Main Menu Reports Report Selections Follow Up To Do All Clients FTD Items Closed All Clients Short Profile Summary All Clients Pay Submission Summary All Status Types Pay Submission Summary Open Items Pay Submission Summary Paid Items E N Maximus Master Listing Sort by Last Name No Contact or Journal Entries Last 30 All Clients The Reports sub menu provides a selection of Job Status Clients Currently Working City reports printed for all State is ticket holders ae Jae aoa COEUR UREE UUE Client Birthdays All Clients e Reports can be reviewed on screen or printed or saved as pdf format A Tek Services LLC April 2012 25
13. not include standard necessities such as telephones fax machines or printers all needed for a typical EN A Tek Services LLC April 2012 43 Any Ticket Holder Data Shown Is Fictitious A TEK Deployment Configuration Multi Users Multi Business Office Locations This configuration is even more complex requires more equipment and access to a MicroSoft SharePoint Services site System performance can be impacted by SharePoint site space limitations and internet service network speed Potential Configuration 2 or more Desktop PCs or Laptops Windows 7 Operating System having development access to a SharePoint site 1 or more External Storage Devices for backup purposes 2 or more MicroSoft Office Professional 2010 Licenses includes MicroSoft Access 1 AllPro for ENs software license 1 license agreement provides for unlimited copies within a single Employment Network Access to a voice data i e internet provider either a link to a cable DSL hookup or a mobile broadband device that provides a local hot spot for voice data access This is needed for email internet and will enable the user to take advantage of the AllPro app s email features 1 Wireless or Wired network router possibly more for satellite locations Access to a SharePoint site Note above configuration does not include standard necessities such as telephones fax machines or printers all needed for a typical EN A Tek Services LLC April 201
14. software license e Access to a voice data i e internet provider either a link to a cable DSL hookup or a broadband device that provides a local hot spot for voice data access This is needed for email internet and will enable the user to take advantage of the AllPro app s email features Note above configuration does not include standard necessities such as telephones fax machines or printers all needed for a typical EN A Tek Services LLC April 2012 42 Any Ticket Holder Data Shown Is Fictitious A TEK Deployment Configuration Multi Users Single Business Office Location This configuration is a bit more complex and requires more resources Potential Configuration 2 or more Desktop PCs or Laptops Windows 7 Operating System with one of the PCs acting as a central network server to host the AllPro application 1 External Storage Device for backup purposes 2 or more MicroSoft Office Professional 2010 Licenses includes MicroSoft Access 1 AllPro for ENs software license 1 license agreement provides for unlimited copies within a single Enployment Network Access to a voice data i e internet provider either a link to a cable DSL hookup or a mobile broadband device that provides a local hot spot for voice data access This is needed for email internet and will enable the user to take advantage of the AllPro app s email features 1 Wireless or Wired network router Note above configuration does
15. to print IWP report IWP Form Work History e Preparation of work history check boxes needed for IWP Report 2 3 4 A Tek Services LLC Tab 2 Pre Assignment Ea Client Forms Main Page Toso M E Client Level 1 Assignment Histo Ticket Previously Assigned E Services Provided By Prior EN Date Last Worked Type of Services H Pre Assignment Work Worked Last 18 Months al E Trial Work Period Months Used Number of TWP Months Left IWP Form Client Work History Has not worked since disability was awarded L Has worked since disability was awarded Working at time of ticket assignment Client had no earnings in last 18 months Cash Benefit Amount L Voc Rehab Case Closed Working When Case Closed IWP Form Client had some earnings in last 18 months 3 0O 00A Client had some earnings in last 18 months and some in last 6 months C Client had some earnings in last 18 months and none in last 6 months KILAJI JUL Save New 11 5 2011 Required Tasks Ez E Email Sent To al allpro group com Subject This is a new email for testing Email Sent by Batch Email Journal Date Standard Tasks Freeform Entry 7 7 ick2t Mo eee esas gt Type eee Date FTD Logged FTD Target Date CPT Date CPT
16. 0 2009 670 2008 B The beneficiary achieved less than TWL but is expected to achieve TWL eamnings within the next 2 C The beneficiary achieved less than TWL earnings and isnot expectad to achieve TWL arnines within te next 2months Ticket to Work and Selt Su tciency Progam PaymeatRequat FO Box is Adorama Va 20513 14605 F PMT TOLSEX Payment Requet Fom VO April 2012 16 Any Ticket Holder Data Shown Is Fictitious A TEK An EN Supplemental Earnings Statement can be prepared within Tab 6 The form can be edited or reset if the user wants to start from scratch A Print EN Supp Form button is available to print the report at any time Note that the EN Supp Form data is stored within the database and can be recalled edited or printed at any time A Tek Services LLC EN Supp Form Ea Client Forms Main Page aieka Advanced Search Refresh save close 30 Find Client oan E NonWork Unassigned by Als Hrs Worked Rate Hr Total Gross 200 00 20 00 Pay Period Endir 09 30 11 Pay Date 09 30 11 A 4 000 00 Payment Claimed Month Pay Period Beg Pay Period Endir Hrs Worked Rate Hr Total Gross 222 22 2222 Journal Date 11 5 2011 Standard Tasks Required Tasks Freeform Entry Telephoned Mr Chambers Print Report BEBES Save
17. 2 44 Any Ticket Holder Data Shown Is Fictitious A TEK Example MicroSoft SharePoint Access Configuration MicroSoft SharePoint provides methodology to host a MicroSoft Access database application with data that can be shared via web technology MicroSoft SharePoint has the capability to host the entire Access application or database table data known as lists or both Once a SharePoint hosting service is selected with proper security the hosting process can be initiated directly from the MicroSoft Access application In this example multi users from disparate locations can all engage the SharePoint Access application via a web portal 3 a NOTE 1 system performance can be impacted by hosting site space limitations and internet service provider network speed and 2 hosted sites must comply with SSA security guidelines A Tek Services LLC April 2012 45 Any Ticket Holder Data Shown Is Fictitious A TEK About A Tek and AllPro A Tek Services LLC is owned and managed by Al Walker President and CEO The company was established for the purpose of developing software applications for small businesses A Tek developed and tested the AllPro for Employment Networks database application and received outstanding requirements direction and support from Pam Walker President and CEO of Alliance Professional Services LLC an Employment Network established in the state of Tennessee Since implementation of A
18. 2 845 10 EN Representative Name Print EN Representative Signature April 2012 18 Any Ticket Holder Data Shown Is Fictitious A TEK Tab 7 Journal Report 1 An on screen report that Eein p T 20 Find Client D ZB E r Advanced Search allows the user to review Oe ee e 7 journal log entries for the ticket holder shown at the a a A S top of the Client Forms p a g e ae ai ee Journal Entry Description 2 The Journal Report is available anytime and will ra Sn es reflect all entries at the time of viewing ice nei Ppa cI Journal Date 11 5 2011 P Type Followup x Date FTDLogged 3 19 2012 3 Users can scroll th rough all Standard Tasks Required Tasks FTD Target Date 3 25 2012 CPT F Date CPT h Il b Freeform Entry Para anA Entry Description a entries using the scroll bar a dened oppo at the side of the report Record Rot D We Ne Fiter Recordi 1 320118 gt k Untiterea searen A Tek Services LLC April 2012 19 Any Ticket Holder Data Shown Is Fictitious A TEK Tab 8 Follow Up Ea Client Forms Main Page E _ am 1 An on screen fully editable eo rind cient IRICEN form that displays all open CERN m OM n eS EO ooo o tasks for the ticket holder coes 2 Note that a late task A Date Logged Entry Description Primary Phone
19. A TEK The AllPro for Employment Networks Database Application e Ticket Holder Tracking e IWP EN Supplemental Payment Forms and Related Reports e Detailed Service Record Journals by Ticket Holder e Task Tracking e Email Communications Directly From the Database e APOR and Industry Statistics Reporting On Demand For Any Time Period APOR and Industry Stats Client Communications Database Maintenance Exit Application A Tek Services LLC April 2012 1 Any Ticket Holder Data Shown Is Fictitious A TEK Table of Contents The AllPro Main Menu Using Client Forms Navigation and Service Logs Using Tabs Within Client Forms AllPro Reports APOR and Industry Sector Statistics Client Communications and Batch Email Database Maintenance Possible AllPro Deployment Configurations About A Tek Services LLC and AllPro Development A Tek Services LLC April 2012 Slide 3 Slides 4 7 Slides 8 24 Slides 25 30 Slide 31 Slide 32 33 Slides 34 40 Slides 41 45 Slide 46 Any Ticket Holder Data Shown Is Fictitious A TEK e A Switchboard for All Tasks e Easy to Understand Design e From Here the User Can e Set Up the Application The AllPro Main Menu For First Use APOR and industry stats e Access Forms to Load Client Data e Print Key Reports e Check Vital Statistics On Demand e Send and Log Batch Emails A Tek Services LLC April 2012 3 Any Ticket Holder Data Shown Is Fictitious A TE
20. Any Ticket Holder Data Shown Is Fictitious A TEK Report Example Follow Up To Do Report All Clients g report FTDMasterReport e An excellent report that Consultant 11 Shea Reems CO u d b e revi ewe d O r Name Ticket No Primary Phone Beneficiary Status Mary P Masters 111 11 1111 888 888 8888 TAER EEE ETA printed each day to e et BANDEN O ensure that all tasks are a sae being worked and are on E i schedule ERNE O E n A e Tasks behind schedule Spanon Jol 3 19 2014 SSPE contac ary res oD ig F Days to Target FID Age have a Days to Target ms number highlighted in Consultant 99 Admin Name Ticket No Primary Phone Beneficiary Status Martin L Cowans 555 55 5555 999 555 5555 Client Level 2 Target Date Date Logged Entry Description Type To Do 12 8 2011 3 20 2012 Send Mr Cowans a copy of the job search report as quickly as possible Days to Target FTD Age 105 2 A Tek Services LLC April 2012 26 Any Ticket Holder Data Shown Is Fictitious A TEK e This report can be used to quickly view or print a brief profile of all clients in the AllPro database application e Name contact info email address phone employment goal and impairment limitations are all provided on the report A Tek Services LLC Report Example Summary Profile All Clients E Summary Profile Report Consultant 1 Pam Wallace Name Timothy S Bellamy Ticket No Add
21. Description Initial Contact Interview Confirmed eligibility with Maximus Be sure to add name of MAX contact IWP Mailed to Beneficiary Work Have Not Work Letter mailed to beneficiary BPQY SSA Release Form mailed to beneficiary BPQY IRS Release Form mailed to beneficiary Employer Authorization for Release of Info Form mailed to beneficiary Signed IWP received from beneficiary Signed Work Have Not Work Letter received from beneficiary Signed BPQY SSA Release Form received from beneficiary BPQY IRS Release Form received from beneficiary Employer Authorization for Release of Info Form received from beneficiary Info on Client Initial Intake Screen complete Record 4 1of17 gt M K WK NoFilter Search April 2012 39 Any Ticket Holder Data Shown Is Fictitious A TEK AllPro Database Maint also provides a way to edit a table storing U S State descriptions abbreviations and State advocacy phone numbers State advocacy phone numbers are required for the IWP Report AllPro Release 5 0 will automatically populate the advocacy phone number on the IWP whenever a ticket holder s mailing information including state is completed on the Tab 1 Personal form All information is stored within the database A Tek Services LLC Database Maint State and Advocacy Phone Nos Maintain States State Full Name State Abbreviation State Advocacy Phone No Record 4 10f56 gt
22. Entry Description Record 4 4 10f5 gt DL HE XK No Filter Search April 2012 Any Ticket Holder Data Shown Is Fictitio Record 4 1lofl gt ml Record n aneor Ms Kuntiteres Seren OO O XK No Filter 11 us A TEK Lookback Form Example Page 2 IWP Form EE frmIWPLookback l BENEFICIARY S RECENT WORK HISTORY Beneficiary acknowledges please check all that apply have NOT worked since the date my disability was awarded HAVE worked since the date my disability was awarded am currently working had NO earnings in the last 18 months had SOME earnings in the last 18 months M NONE of these earnings were within the last 6 months O SOME of these earnings were within the last 6 months If you had earnings in the last 18 months please describe those earnings by filling in the requested information on the chart provided below Please list your most recent employer first Lookback Wage Hours Month Employer Name Start Date End Date Per Hour Per Week Earnings gt TWL Expected Ticket Assignment Date Client Ticket No Client Name 8838 88 8888 Johnson Elizabeth F Lookback Month Employer Start Date End Date Wage Hr Hrs Work Oan No paycheck stubs Sep 11 FedEx Services 9 1 2011 9 30 2011 24 50 38 00 Aug 11 _ FedEx Services s 1 2011 8 31 2011 23
23. Journal entries are auto logged for email and letter printing activities A Tek Services LLC Tab 9 Client Ops Ea Client Forms Main Page m x 8838 83 8888 07 12 11 45 Find Client 1x 08 24 11 B Advanced Search Refresh SSDI z Client Level 2 l New E Sove ee Elizabeth E Johnson gt Personal Pre Assignment Education Employment Payment Detail EN Supp Form Journal Report Follow Up Client Ops Production Reports Single Client Client Address Label This Client Print IWP Form Save to pdf Open Client Label Form Journal Service Record Report Print Preview Save to pdf Client Communications Payment Submission Detail Report Print Preview Save to pdf Prepare Custom Email Administrative Reports Si ient Prepare Letter Follow Up To Do Open Items Report Print Preview Save to pdf Print Client Profile Detail Single Client Save to pdf 888 88 8888 888 838 8888 Save New Save New P journal Date 23 9 2011 P Type ToDo DateFTDLogged 11 4 2011 Standard Tasks Required Tasks E La FTD Target Date 11 9 2011 CPT Date CPT Freeform Entry Email Sent To client Entry Description Be sure to remind Liz that a school district Subject New Job administrative position has opened up in Email Sent by Pam Wallace Tampa FL that fits her skills Record M 4 1ofi6 gt H WK NoFilter Sear R
24. K Five Main Features 1 Top or Persistent Layer 2 Form Tabs 3 Data Input Section s 4 Journal Log 5 Follow Up To Do Tasks A Tek Services LLC Main Menu Client Forms 3 Client Forms Main Page o Find client i G4 gt oD Refresh Personal Pre Assignment Education Employment Payment Detail EN Supp Form Journal Report Follow Up Short Name Spouse Name Email Client Date of Birth 5 x Address City x Add Alt Address 2 Zip Code Contact Phone 1 r Phone2 Best Call Time inig Veteran 5 10 Point Status a Legal Rep Date Disabled Date IWP Sent Referred By Other Comments Employment Goal for IWP JEE a 2p Journal Date Type Date FTD Logged Standard Tasks fx Required Tasks E a FTD Target Date CPT Datecpt Freeform Entry Entry Description T ee ee y RE e 95 of all work will be done within Client Forms e Journal Tasks and Forms areas linked at all times e Nine separate tabs provide different functionality April 2012 4 Any Ticket Holder Data Shown Is Fictitious A TEK e The Find Client Using Find Client and Navigation Buttons and Nav Buttons SR Fe m llLlul
25. New ickat Mo P Type Followup DateFTDLogged 9 19 2011 FTD Target Date CPT Date CPT Entry Description Be sure to contact Larry regarding job PrintReport PONS KILIO JCD Record Crore v wi Enorme en O feon soft gt Ne oe Sem O E CAE April 2012 Any Ticket Holder Data Shown Is Fictitious 17 A TEK From Tab 6 EN Supp Form a fully formatted EN Supplemental Earnings Statement can be printed on demand after making the changes and edits to the form Note that an option exists to save all reports within the AllPro application in pdf format A Tek Services LLC EN Supplemental Earnings Statement EN Supplemental Earnings Statement If the primary evidence does not contain some required information such as pay period end dates please use this table to provide any missing information EN Organization Name Your Company Name DUNs Number 888 999999 Beneficiary Name Larry M Chambers Beneficiary Social Security Number 222 22 2222 Please complete the Eamings Evidence Table below listing each pay period on each line separately Feel free to list multiple claim months for the same Ticket holder on the same form Payment Claimed Month Pay Period Pay Period Hours Hourly Total Gross YTD Gross Beginning Ending Pay Date Worked Rate Earnings Earnings pt 2011 09 05 11 09 30 11 09 30 11 200 00 20 00 4 000 00 1
26. Services LLC April 2012 5 Any Ticket Holder Data Shown Is Fictitious Journal Log and Follow Up To Do TEE i a eee Save New S Journal Date P Type l Date FTD Logged Standard Tasks z Required Tasks z E FTD Target Date CPT Date CPT Freeform Entry Entry Description Record w 4 19 of 19 of19 gt bi b kK Unfiltered TTE Journal Features Follow Up To Do Features Stores all journals for on demand access Stores all tasks for on demand access Stores unlimited number of journals Stores unlimited number of tasks Pull down arrows available for over 40 Pull down box available to select type standard and required tasks Target date and freeform entry boxes Freeform entry box available to enter any available to describe the planned task journal log needed Print button available for reporting Print button available to print ticket By clicking Cpt the completed task is holder service log on demand automatically sent to the Journal Log A Tek Services LLC April 2012 6 Any Ticket Holder Data Shown Is Fictitious A TEK Example Journal Log Example Service Record Report Oo ee peer cen eee 55555 5555 id JC 4 Jb JOD Admin sso i 6 10 2011 Freeform Entry IWP faxed to Maximus Journal Date Required Step Journal Entry Description Print Report 9 16 2011 fTelephoned client Record 4 4 gt
27. ate Advocacy Phone Numbers A Tek Services LLC April 2012 34 Any Ticket Holder Data Shown Is Fictitious A TEK Database Maint Company Information e An administrator will use this form to begin Fas a ci setting up the database application for first use id JL J Cb CdD e On this form the user Company No q Address can p r ovi d e com p a ny Company Name Your Company Name Address City AnyCity State I D numbe r name Key Contact On Pay Submission Form Key Contact Person co nta ct info rmation Company Short Name Company EIN DUNS No ema i a d d resses we b Primary Phone On Pay Submission Form 901 222 5555 Secondary Phone Number Fax Phone No On Pay Submission Form 662 333 9999 site information IRS Employer Identification Primary Email Address On Pay Submission Form keycontact yourcompany com Secondary Email Address keyperson yourcompany com N um be ran d D U N S CompanyWebAddr www yourcompany com number e The data is stored permanently and more than one company can be set up for use e Proper completion of this form is essential The data stored in the Company Information table is used throughout the application and on reports like the IWP Report Pay Request and even letters mailed to ticket holders A Tek Services LLC April 2012 35 An
28. ate contact information is required for the IWP Report A Tek Services LLC Add Alt Contact Info Button Client Level 2 45 Find Client U8 ese Advanted Search Refresh New save close as Reports Email Address Ticket SSN 8838 88 8888 First Name Elizabeth Last Name Alternate Contact No 1 Elizabeth n Johnson _ Personal _ pre Assignment Education Employment Payment Detail EN Supp Form Journal Report _ Follow Up i a e A R Johnson Contact Name 1 Ron Bowers Address City State Zip 727 Lakeshore Dr Orlando FL 10445 Phone No 888 999 4444 Email Address rbowers yahoo com Alternate Contact No 2 Contact Name 2 Lucy Matthews Address City State Zip 1899 Terrace Drive P O Box 42 Miami FL 08447 Phone No 777 333 1111 Email Address Lucy84 gmail com Alternate Contact No 3 Contact Name 3 David Mosier Address City State Zip 643 Lanier Drive Memphis TN 38684 Phone No 901 444 5555 davemosier aol com April 2012 Any Ticket Holder Data Shown Is Fictitious 10 A TEK 1 Assignment History Questions Pre Assignment Work History IWP Form Preparation e Preparation audit capability e Preparation of embedded Lookback Calendar e Print button
29. bl be Kk No Filter Search O Journal Date Required Step Journal Entry Description 9 19 2011 o Consultant Changed To Pam Walker by Pam Walker Record 4 4 120f18 gt m Unfiltered Search o lt Journal Date Required Step Journal Entry Description 10 31 2011 o Email Sent To client 7 Subject Job Search Webinar Journal Date 6 10 2011 am Standard Tasks Req uired Tasks Journal Date Required Step Journal Entry Description e A Service Record Report is available on Eel sent by nin Journal Date Required Step Journal Entry Description d e mMm a n d at a ti m es 10 31 2011 o Email Sent To client Subject We haven t heard from you in awhile Email Sent by Admin Journal Date Required Step Journal Entry Description The information within the Service Record Report is stored permanently within the ESAS Ofte ne some sts se Email Sent by Batch Email AllPro application Journal Date Required Step Journal Entry Description Service Record Reports can be used to Ena Sent by atch nal provide validation of services needed for payment requests or as an audit if needed A Tek Services LLC April 2012 7 Any Ticket Holder Data Shown Is Fictitious A TEK Nine Form Tabs
30. d industry sector at any time information for any time frame or trial work level amount entered A Tek Services LLC April 2012 31 Any Ticket Holder Data Shown Is Fictitious A TEK APOR and Industry Stats Client Communications Exit Application e From the Client Communications form you can send batch emails to all or a segment of your ticket holder base e Emails are sent separately and discreetly e Each email sent is logged to the ticket holder s journal e Topics can be created edited and saved for current and future use Create as many topics as you wish A Tek Services LLC Ea Email ALL Clients Main Menu Client Communications We are here to help you achieve your ga awhile We have attempted to contact Please contact us at 999 999 9999 or e hearing from you Please include your a update our records Your Contact Info Client Working Not Looking For Work Client Working Looking For New Work Client Inactive Pending Pending IWP Not Returned Working Unassigned by Client NonWork Unassigned by EN NonWork Unassigned by Client Terminated Age April 2012 Any Ticket Holder Data Shown Is Fictitious 32 A TEK Example Email to Ticket Holder e After selecting Client Communications from the Main Si gra i on egorize Follow Mark as laa Menu the user can select a topic Folder Rule Actions ms To
31. ecord 4 4 1of1 gt M bE XK No Filter Search Record 4 4 150f18 gt XK Unfiltered Search April 2012 21 Any Ticket Holder Data Shown Is Fictitious A TEK From Tab 9 Client Ops the user can select the Prepare Custom Email button A sub form opens that contains standard email topics messages and close information that the user can select over and over again All standard messages are saved in the database New messages can be added at any time for current or future use Old messages can be edited and re saved for immediate use By clicking Send Email Outlook is invoked to send the email Email recipient subject sender identification and date are auto logged in the journal A Tek Services LLC Prepare Custom Email Ea Client Forms Main Page a r eb eT m x Fesh KICI JOD z Congratulations on your new job Congratulations We are very happy for you and will continue to mentor coach and provide lassistance as needed to help you grow in your new position Don t forget we will need copies of your pay stubs We will send to you several stamped self addressed envelopes for your convenience Send email and journalize record eta ena Statue GORD Freeform Entry QUMEU Task Email Sent To al allpro group com Subject Congratulations on your new job Email Sent by Pam Wallace Print Report April 2012
32. ent requests All payment requests are Sraymencvonuoimonsy prepare Pay Submission Report _ Save New JLAC JO Date Complete Ticket No aaa 33 4aaa__ Print Pay Request p e rm a n e ntly sto re d fo r O n i iary Pay Slips E Employer Prepared Claim Month s and Year s The Work Number Other n 7 d eman d p rintin g ification E If the Request Type is Certification Type of Contact Type Certif Recent Contact With Beneficiary Employer Date of Contact 2 3 n p u t a re a S g Type Certif Earnings Inquiry Report EIR from MAXIMUS Description of Information Learned From Contact Type Certif Data from National Directory of New Hires NDNH Al lows both Evide ntia ry an d Type Certif Self Employment Income SEI Form for beneficiary E EN Services Details P1M1 Service Date Description Certification payment request types e Provides input area for P1M1 ice Date Description P1M2 P1MB3 Service details we i i P1M3 Service Date Description e Administrative area is provided a for payment tracking pay status reU a Administrative Area Pay Submission Tracking tracking amount date Date Sent To EN Type Evidentiary Docs submitted date paid Milestone Type i p E Type Certification Docs oe Milestone Outcome Months Description Date Sent To Maximus 10 7 2011 J Month Year Milestone Achieved C
33. llPro Alliance and a growing number of other AllPro users have provided valuable input to ensure the application meets rigorous program and security guidelines Al Walker President and CEO of A Tek Services LLC e Certified Public Accountant State of Tennessee e Master of Science Accounting and Computer Information Systems University of Memphis e BBA Accounting and Finance University of Memphis e Controller and Vice President for two Memphis TN manufacturing companies e Sales Analysis Manager Coca Cola Enterprises Inc Mid South Division e Manager Information Technology Federal Express Corporation and FedEx Services Memphis TN 12 years of global computer systems development for finance sales revenue systems e Over 30 years of management experience in accounting finance internal controls project management global information technology database development Electronic Data Interchange EDI development web technologies sales support and dashboard reporting technologies e Extensive experience with human resource INS EEO hiring practices and team building programs A Tek Services LLC April 2012 46 Any Ticket Holder Data Shown Is Fictitious A TEK Questions Contact Al Walker A Tek Services LLC via Email al allpro group com A Tek Services LLC April 2012 47 Any Ticket Holder Data Shown Is Fictitious
34. oo e Amount of Payment Expected 2 300 00 Maximus Date Approved Denied Milestone Type Confirmation P1 Multi Pmt Maximus Request Status Damant Natoc __ Record 4 lt 4 1of8 gt be ino Filter Search A Tek Services LLC April 2012 15 Any Ticket Holder Data Shown Is Fictitious A TEK After preparation of the Payment Request on Tab 5 the report can be printed at any time or re printed when necessary for any ticket holder A Tek Services LLC Example Payment Request _ Oo MAXIMUS iy a licket to Wors EN Payment Request Form Federal ac me n a a Certification Payment Requests CPRs To ensure prompt and acox te pzynest to your Eployenent Netuoxt ee Deieeewingnemant ah ony acceptable erann xberration squeed Enmlovment Network Information EN Orgenizetion Neme Your Company Name DUNS Number Data Univeral Numbering System 88 8999999 ES eR ate Ae ie E Cee ee Yes___No i r eeeraamreecne tenkaccantifomation before ssbmittine this reaves Iscorrector outdated information is CCR wil prevent paym t ise ance to your Employment Netuort a A Outcome Payment Method B Milestone Outcome Payment Method Phase I Milestone I Earninss Information Complete only ff raquesing Phase I Milestone I Please choose one of the following options byplecingan X next toyour selectiar A The beneficiaryachieved TWL eamines during the calendar chim month TWL 720 20102nd 2011 70
35. orm provides an opportunity for the Admin to add alter update the standard tasks that appear when the Journal drop down box arrow is selected e All edits are stored within the database and will remain there until changed or edited A Tek Services LLC Database Maint Standard Journal Tasks frmStandardTasks StandardTaskID 1 Standard Task Telephoned Client Standard Task Telephoned Client Client telephoned Alliance Emailed Client Client Emailed Alliance Mailed information to Client Received mail from Client Ticket assigned Ticket unassigned Ticket terminated Beneficiary status changed Confirmed eligibility with MAX Getting Started Packet mailed to client Initial Resume work Resume revision rework PASS Plan Info or assistance April 2012 38 Any Ticket Holder Data Shown Is Fictitious A TEK Functionality for this form is virtually identical to that for Standard Journal Tasks The Database Maint Required Journal Tasks form provides an opportunity for the Admin to add alter update the required tasks that appear when the Journal drop down box arrow is selected e All edits are stored within the database and will remain there until changed or edited A Tek Services LLC Database Maint Required Journal Tasks frmRequiredTasks won nun amp wn ek Task Key Task Description Initial Contact Interview 1 Task
36. pl HE XK No Filter April 2012 40 Any Ticket Holder Data Shown Is Fictitious A TEK AllPro for ENs Deployment Configurations It is important to note that the AllPro for ENs database application is technically a Desktop Solution Desktop solutions typically are designed to reside and operate ona single desktop PC or laptop The AllPro application however is capable of more Deployment opportunities differ EN to EN Below are three key possibilities 1 Single User Single Business Office Location 2 Multiple Users Single Business Office Location 3 Multiple Users Multiple Business Office Locations A possible solution does exist for each scenario and those will be discussed in the following slides Keep in mind that the underlying MicroSoft application needed to run AllPro for Employment Networks is MicroSoft Access 2010 For best performance use the Windows 7 operating system fully updated and a PC or Laptop having 4GB or more of internal memory RAM A Tek Services LLC April 2012 41 Any Ticket Holder Data Shown Is Fictitious A TEK Deployment Configuration Single User Single Business Office Location This is the most simple least complex and least expensive configuration Potential Configuration e 1Desktop PC or Laptop Windows 7 Operating System e 1 External Storage Device for backup purposes e 1 MicroSoft Office Professional 2010 License includes MicroSoft Access e 1AllPro for ENs
37. ress Employment Goal Impairment Limitations Name Kenneth J Hankins Employment Goal Impairment Limitations Name Elizabeth F Johnson Address 45 Biscayne Box 1184 City Miami April 2012 Any Ticket Holder Data Shown Is Fictitious Client Count 4 222 55 2222 SSI SSDI Beneficiary Status Client Level3 Phone 1 Phone 2 SSI SSDI Beneficiary Status Client Level 3 27 A TEK A master summary of all ticket holders for which a payment request was submitted Name SSN Submission date milestone type control number and submission status are all shown along with respective amounts submitted for payment Three versions of this report are available on the Reports menu A Tek Services LLC Report Example Payment Submission Summary Hl Payment Summary by Status Consultant Elizabeth F Johnson Consultant Larry M Chambers Consultant Mary P Masters Mary P Masters Consultant 99 Admin Jamie Lynn McFadden Jamie Lynn McFadden Jamie Lynn McFadden Martin L Cowans Report Date Ticket No 01 Pam Wallace 888 88 8888 04 Becky Martin 222 22 2222 11 Shea Reems 111 111 1111 111 11 1111 444 33 4444 444 33 4444 444 33 4444 555 55 5555 April 2012 Any Ticket Holder Data Shown Is Fictitious 10 03 11 10 03 11 09 30 11 10 12 11 10 07 11 10 11 11 11 02 11 08 19 11 3 21 2012 Milestone Type P1 Multi Pmt Pi M2 Ou
38. sultant or employee can only see those ticket holders assigned to them Consultant number 99 however is reserved for Administrative tasks Any person within an Employment Network having access to an Admin password can perform any type of database maintenance and have access to all forms ticket holders and reports In short an Admin can perform any task within the database application and see all records A Tek Services LLC Job Developer Profiles Using Consultant No 99 Job Developer Maintenance Personal Information Consultant Name Developer SSN Home Address Home Address 2 Personal Phone No Personal Email Admin Consultant No DOB Spouse Name City Zip Cell Phone Active Inactive Date Began as Contractor Date End as Contractor Date Began as Employee Date End as Employee f Business Address Active Employee Or Contr City Zip Business Phone C Extension Alternate Business Phone Fax Phone Business Email Record n S 0fS gt W vi Eno Fier sern 4 April 2012 37 Any Ticket Holder Data Shown Is Fictitious A TEK e Slide number 6 provides a good picture of the Journal Log form On the form you will notice a drop down arrow for Standard Tasks e The Database Maint Standard Journal Tasks f
39. tcome P1 M3 Control No Submission Status 0007 Submitted Pending Consultant Sub Total 0006 Resubmitted Pending Consultant Sub Total 0005 Submitted Pending 0002 Paid Consultant Sub Total 0001 Submitted Pending 0004 Paid 0008 Resubmitted Pending 0003 Resubmitted Pending Consultant Sub Total Grand Total All Consultants Page 1 of 1 28 A TEK e Asummary of all ticket holders within the database e Information includes e SSN e Name e State e Assignment date e Consultant number and name responsible for the ticket holder e Beneficiary status A Tek Services LLC Report Example Master Client Listing i Summary Profile Report TicketSSN 222 55 2222 111 11 1114 111 11 1115 222 22 2222 555 55 5555 663 33 6633 8383 83 8888 991 11 9991 111 11 1111 444 33 4444 222 78 8722 999 99 1111 448 838 8844 999 993 9999 442 42 4422 222 25 2222 222 22 2225 561 56 1666 Client Name Bellamy Timothy S Brannon Jill C Brooks Mitchell K Chambers Larry M Cowans Martin L Hankins Kenneth J Johnson Elizabeth F Kinsey Melissa S Masters Mary P McFadden Jamie Lynn McKee Marie P Middleton Kate M Peterson Tom J Pizillo Raymond J Pujols Albert Riddick Michael M Robison Shannon G Tate Melissa J April 2012 Any Ticket Holder Data Shown Is Fictitious f Assign Date 9 6 2011 1 5 2011 9 14 2011 6 13 2011 9 5 2011
40. y Ticket Holder Data Shown Is Fictitious A TEK Database Maint Job Developer Profiles e An administrator will use this form to set up an saan Employment Network s staff LLC members consultants Personal Information em p oye es Consultant Name Pam Wallace Consultant No Developer SSN 222 32 3223 DOB Spouse Name e From this form the AllPro pce i database administrator can Home Address 2 Zip set u p passwo rds for staff Personal aN No Cell Phone i Personal Email pam yourcompany com members who will have access to t h e A P roa p p Active Inactive Active Employee Or Contr LLC Member x A Both personal and business Date Began as Contractor Date End as Contractor l Date Began as Employee Date End as Employee con ta ct In fo rm at lion can b e Business Address AnyBox 0444 City Anytown State F Zip 38999 0444 Business Phone 800 444 9999 Extension 1 p rovi d E d fo pasma ny Alternate Business Phone FaxPhone 800 444 8888 persons as needed Business Email pam yourcompany com e Information is used on an assortment of reports CORTA including the IWP Report A Tek Services LLC April 2012 36 Any Ticket Holder Data Shown Is Fictitious A TEK A typical user con
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