Viewing a Participant's Folder

In this scenario, you will display the Participant Folder screen to review a client's information. A folder is created for any individual who applies for participation in the WIC program, and all information gathered about the individual is stored in her folder.

Note

NOTE: Press the F1 key at any time to access help for the current application screen. Each screen's help topic explains the screen's function and describes its content.

Complete the following steps to perform this scenario:

1.        Display the Participant List screen.

Note

NOTE: This Participant List screen displays upon the completion of the Login process.

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Note

NOTE: The Participant List data grid displays clients as determined by the search criteria applied to the data grid. Click a client record in the data grid to select it.

2.        Search for a client record. (For more detail, see the Searching for a Client scenario.)

3.        Select a client in the Participant List data grid.

4.        Click the Open Participant Folder toolbar button (pictured below). The Participant Folder screen displays for the select client.

Open Participant Folder

5.        Click the following folder tabs to view the associated information:

6.        When you're finished reviewing the participant's information, click the Close Participant Folder toolbar button (pictured below).

Close Participant Folder

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Central Administrative Site