The ServTraq webinar scheduled for March 28th, intended to cover the following Daily Reports and Payment Assistant Reports available in ServTraq. The slides and recorded webinar can be found below. Actual customer information was used in this webinar, we trust that you will maintain the same confidentiality as you do with your own.

 

 

Webinar Outline:


Document Mail-Outs

· Barcoded Applications

· Benefit and Denial Letters


Application Record Filing

· Application ID


CORE Change Request to CSD

· First Name, Last Name or SSN


Utility Pledge/Commitment Report

· CARE Applications

· Commitments


Payment Assistance Reports

· Expenditure Progress

· Customer Service Profile

· CSBG 295 Report



To view the recorded video on this webinar topic please click the link below.


https://vimeo.com/210517348/66fde885f0