Coast Guard Mutual Assistance
Operating Manual

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Appendix E Case Management Program

Operating Manual

Appendix E. Case Management Program

A. General

Case Management Program Slide

Operating Manual

Appendix E. Case Management Program

B. Obtaining Access

Obtaining Access

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Appendix E. Case Management Program

C. The Login Screen

The Login Screen

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Appendix E. Case Management Program

D. Main Menu

Main Menu

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Appendix E. Case Management Program

E. Admin Screen

Admin Screen

Operating Manual

Appendix E. Case Management Program

F. Password/Check Writing Pin Update

Password Update

Operating Manual

Appendix E. Case Management Program

G. Reset Check Sequence

Reset Check Sequence

Operating Manual

Appendix E. Case Management Program

H. Configure Check Printing

Configure Check Printing

Operating Manual

Appendix E. Case Management Program

I. Adding a New Case

Adding a New Case

Operating Manual

Appendix E. Case Management Program

J. New Case Screen

New Case Screen

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Appendix E. Case Management Program

K. Case Data Entry

Case Data Entry

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Appendix E. Case Management Program

L. Case Details

Case Details

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Appendix E. Case Management Program

M. Client & Case Section

Client & Case Section

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N. Applicant

Applicant

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O. Student

Student

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Appendix E. Case Management Program

P. Checks

Checks

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Appendix E. Case Management Program

Q. Repayment

Repayment

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Appendix E. Case Management Program

R. Printing Checks

Printing Checks

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Appendix E. Case Management Program

S. Check Printing Screen

Check Printing Screen

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T. Confirm Check Printed

Confirm Check Printed

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Appendix E. Case Management Program

U. To Print the Check

To Print the Check

Operating Manual

Appendix E. Case Management Program

V. If you Need to Void a Check

If you Need to Void a Check

Operating Manual

Appendix E. Case Management Program

W. Case Lookup

Case Lookup

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Appendix E. Case Management Program

X. Voiding a Check

Voiding a Check

Operating Manual

Appendix E. Case Management Program

Y. Void Check Screen

Void Check Screen

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Appendix E. Case Management Program

Z. Reports

Reports

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Appendix E. Case Management Program

AA. Active Loan List

Active Loan List

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Appendix E. Case Management Program

BB. Assistance Summary

Assistance Summary

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Appendix E. Case Management Program

CC. Check Usage

Check Usage

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Appendix E. Case Management Program

DD. Local Service Units

Local Service Units

Operating Manual

Appendix E. Case Management Program

EE. Contacting CGMA-HQ

Contacting CGMA-HQ