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Purpose: This outlines the steps required to successfully link a consumer to a fob in the local office. These steps assume the local office has a fob stored locally. Outcome: The consumer is now linked to a fob. Relevant Business Process: 1.3.4 Return or Request a Fob in the Local Office |
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- Locate the consumer’s profile in OR PTC DCI by searching for the consumer by name and/or prime number in the Clients tab. Click on the row containing the consumers information. This will take you to the Client Details page.
- Verify the consumer does not already have a FOB Serial Number assigned in the Other Details section. The example to the right shows there is a fob already associated with this profile. If there is already a fob associated with the account but they do not have the fob, please follow the steps in Unlink a Fob, then follow the steps in this QRG to link a new fob.
- Click Actions on the Client Details page.
- Click Add New FOB.
- In the Add New FOB screen, type the serial number located on the back of the fob into the field labeled FOB Serial Number.
- Press the red button on the fob to display a six-digit code. Enter the six-digit code into the field labeled “Code”.
- Click Save.
- Click Yes on the Alert.
- The fob is linked to the consumer. You can see the FOB Serial Number is now listed under Other Details on the consumer’s profile.
- Email the PTC Support Team an update with the consumer’s name, Prime Number and the associated FOB Serial Number. Use this template.
- To: Support@odhsoha.oregon.gov
- Subject Line: Fob linked to client profile
- Body of Email:
- Consumer’s name
- Prime Number
- FOB Serial Number
- Date of fob linking
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