Help Topics
Salutation
The salutation is the greeting to be used in written correspondence to the agency contact.
First Name / Last Name
First Name and Last Name fields in any form require entry of the person’s given name and surname respectively. In the Last Name field, include any title or credential generally used in identifying the person. Examples are JD, LLD, Esq. MD, DO or DC.
Phone - Business / Alternate
The Business Phone field records the phone number at which the person is most easily reached for business purposes, either a direct line or the receptionist’s line.
Job Title
The Job Title in a Contact or User record is their position at the Agency or, in the case of a User, their position at DHSS. It may be general, as in Project Director, or more specific, like CAC Project Director.
Fax
Fax, a shortened version of facsimile, is the phone number to which documents are transmitted by fax. Must be input in the format of (123) 456-7890.
Email
Email is a system for transmitting messages electronically to specified recipients.
Contact - Agency
This field is used to designate the Agency the Contact is affiliated with.
Web User
This field is used to identify the Web User associated to the Contact. This field will automatically populate when a Web User is associate with the Contact record.
Physical Address
The Street (1 and 2), City, State, Zip, Primary Phone and Fax which identifies the physical location of an Agency, Contact or User.
Important:
Contact - Roles
This grid is used to designate the Role(s) the contact plays within the Agency (Project Director, Financial Support Staff, Project Support Staff and Administrative Staff).
Portal Access and Web Roles
This section on the Contact form is used to list the access and preferences regarding the portal for the Contact. Within the section there are three Yes / No boolean fields:
Also within this section is a subgrid for Web Roles to be assigned to the Contact.
Related Pages