To enter a new certified entitlements record, or to update or delete an existing entitlements record, complete the following steps from the AWARDS Home screen:

1. Click the Program drop-down arrow in the upper-right corner of the page and select the program associated with the client for whom entitlements are to be worked with.
2. Click Charts from the left-hand menu, and then click  Entitlements.  The Entitlements fly-out menu is displayed.
3. Click Certified Entitlements.  The Certified Entitlements Client Selection page is displayed.

4. Click the Client drop-down arrow and select the client for whom the certified entitlement records are to be worked with.

  TIP: If the entitlement records to be worked with are for a former (discharged) client, first click Roster Archives beneath the client selection option.

5. Click CONTINUE.  The Certified Entitlements page is displayed.  This page contains any current entitlement records for the selected client, and options to add new entitlement records.
6. By default, only the client's current entitlements are displayed, and the "Current Entitlements Only" Display option is selected on this page.  To view the client's entire entitlement history instead, click the "Complete History" radio button and the page refreshes.
7. At this time complete one or more of the following data entry tasks:

  Add a new entitlement record - Click the Add New link for the type of certified entitlement record to be entered.  A new record is opened for the selected entitlement type and displayed on the Certified Entitlements Update page.  Configure the fields and options on this page as necessary, and then click UPDATE.  The certified entitlements record is saved and the updated Certified Entitlements page is displayed.

  TIP: For more information on certified entitlement record fields/options, see Entitlement Fields / Options.

  Update an existing entitlement record - Click the entitlement to be updated.  The corresponding record is displayed on the Certified Entitlements Update page.  Make changes or additions to the information on this page as necessary, and then click UPDATE.  The certified entitlements record is saved and the updated Certified Entitlements page is displayed.

  TIP: For more information on certified entitlement record fields/options, see Entitlement Fields / Options.

  Delete an existing entitlement record - Click the entitlement to be deleted.  The corresponding record is displayed on the Certified Entitlements Update page.  Click the DELETE button that appears on the bottom of the page.  A confirmation pop-up is displayed.  To confirm the deletion, click OK.  The certified entitlements record is deleted and the updated Certified Entitlements page is displayed, no longer showing the deleted record.

8. To add/update an entitlement note for this client, click the Entitlements Note link on the Certified Entitlements page.
9. Enter or update the note text as needed.
10. Click UPDATE NOTE.  The updated Certified Entitlements page is displayed.

The process of working with certified entitlements records is now complete.

  https://demodb.footholdtechnology.com/help/?10346