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Outreach

Outreach includes state and local outreach and education.

Eligible Expenses for Outreach Costs can be found in the Reimbursement Request Filing Instructions or in Eligible Expenses for the Centralized Database.

Search for an Outreach Item

  1. In the navigation panel, select Program, then Outreach.

  2. Enter your search criteria into the field. The list of outreach items will filter based on your criteria.

Sort an Outreach Item

  1. In the navigation panel, select Program, then Outreach.

  2. Select the down arrow to the right of the item you would like to sort by to sort in ascending order.

  3. Select the up arrow to the right of the item you would like to sort by to sort in descending order.

Add an Outreach Item

  1. In the navigation panel, select Program, then Outreach.

  2. Select + New.

    Blue button that read plus new

  3. In the New Outreach pop-up window:

    1. Choose the name of an existing consumer or select + New Consumer from the drop-down box to add a new consumer . See Consumer for more information on adding a consumer.

    2. Use the drop-down menu to select a State Program.

    3. Choose the name of an existing technician or select + New Technician from the drop-down box to add a new technician. See Technician for more information on adding a technician.

    4. Enter an event date.

    5. Enter a date performed.

    6. Add a description.

    7. If desired, check add cost after saving. See Costs for more information on how to add costs.

      New Outreach pop-up with consumer name drop-down at the top, state program drop down drop down underneath consumer name, technician drop-down underneath state program, event date text box underneath technician to the left, date performed text box to the right of event date, and description text box underneath event date. Save and Cancel buttons are on the bottom right corner.

  4. Select Save.

Edit an Outreach Item

  1. In the navigation panel, select Program, then Outreach.

  2. Select the Edit icon (green pencil and paper) next to the outreach item you want to edit.

    Edit button (green pencil and paper)

  3. In the Edit Outreach pop-up window, edit the information in the fields as applicable.

    Edit Outreach pop-up with consumer name drop-down at the top, state program drop down drop down underneath consumer name, technician drop-down underneath state program, event date text box underneath technician to the left, date performed text box to the right of event date, and description text box underneath event date. Save and Cancel buttons are on the bottom right corner

  4. Select Save.

OR

  1. In the navigation panel, select Program, then Outreach.

  2. Select the View icon (blue eye) next to the outreach item you want to edit.

    View icon (blue eye)

  3. On the Details tab, select Edit.

    Outreach details page with details tab highlighted in upper left corner and large green edit button highlighted in bottom right corner.

  4. In the Edit Outreach pop-up window, edit the information in the fields as applicable.

    Edit Outreach pop-up with consumer name drop-down at the top, state program drop down drop down underneath consumer name, technician drop-down underneath state program, event date text box underneath technician to the left, date performed text box to the right of event date, and description text box underneath event date. Save and Cancel buttons are on the bottom right corner.

  5. Select Save.

  6. On the Costs tab, select the Edit icon (green pencil and paper) next to the line item you wish to modify.

    Outreach Costs page with costs tab highlighted in upper left corner. Costs listed on left for event participation, program information, website and digital marketing, auxiliary aid, travel, and other. Line Item are on the bottom of the page with description, category, time, cost page number, and icons for attachment, edit and delete. The edit icon (green pencil and paper) is highlighted in a red box.

  7. On the Edit Cost pop-up window, edit the information in the fields as applicable. See Costs for more information on how to edit costs.

    Edit cost pop-up window with a text box for time in hours a the top, below time a drop-down box for activity type where outreach is locked, to the right of activity type a drop-down box for category, under activity type a text box for document page number, to the right of documentation page number is a text box for cost, below documentation page number and cost is a text box for description. In the bottom right corner are the buttons for Save and Cancel.

  8. Select Save.

  9. On the Notes tab, select Edit next to the note you wish to modify.

    Outreach Notes page with the notes tab highlighted in the upper left corner. There is a search bar at the top of the page with a plus new button next to it. Below the search bar on the left is the content of a note with the date, time and who created the note. Below the search bar on the right is are the words edit and delete. The word edit is highlighted by a red box.

  10. In the Edit Outreach Note pop-up window, edit the information in the fields as applicable. See Notes for more information on how to edit notes.

    Edit Outreach note pop-up with a text box for label at the top and a text box for note content underneath label. Buttons for Save and Cancel are on the bottom right.

  11. Select Save.

Delete an Outreach Item

  1. In the navigation panel, select Program, then Outreach.

  2. Select the Delete icon (red trash can) next to the outreach item you want to delete.

    Delete icon (red trash can)

  3. On the delete prompt, select the Yes button.

You may also want to add Notes, Attachments, or Costs to your data.

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