System Manual for HELP Ministries

Upon opening the MS Access Database a menu page pops up.

This page lists the different options:

• Client Check-in: This is the form that will be used by the secretary to intake the preliminary data from the client as they first come in.

• Client Intake: This is a form with a series of tabs that stores all the detailed information of the client. One has to tab through the different parts of the form to collect information. The tabs are listed in the upper part of the page and are listed as follows: Client Info, Household Info, Income and Expenses, Work History, Service Request and Case Notes

When tabbing through the pages one has to hit the refresh button so that the record reflects the current client.

• Reports: This allows generating reports. First one has to enter a query, like the name of the client and then the entire client record will be pulled up. Then another page comes up which allows for printing of the report.

• Exit: This exits the entire application.