Download Energy Audits - Weatherization Assistance Program Technical

Clients
could be a name of an individual, most agencies have alternative designations to
identify their clients and the Weatherization Assistant has other locations in which
to enter the client’s name(s). Examples of possible Client IDs include entries
containing location (county abbreviations), dates (of acceptance into program), or the
number of the client for a particular program year. The Client ID is one of several
fields by which you may search to locate information on an existing client. The entry
must be 50 characters or less. However, report footers can only report the first 20
characters. The Client ID must be unique. Required.
Alt. Client ID B If in your agency you have multiple means of identifying a client,
the Alternate Client ID field allows you to assign a second identifying parameter to
each client. The Client Record Navigation Block can search for a client by this
designation as well as the Client ID. The entry must be 50 characters or less.
However, report footers can only report the first 20 characters. Optional.
Agency B This field displays the agency to which the client has been assigned. A
new client will automatically be assigned the Default agency (see "Default Agency"
in Section 5.1, Agency Information). In order to be assigned a client, an agency must
first be defined under the Agency Main Menu item. Changing the agency a client is
assigned to is not recommended if there are already audits and/or work orders
associated with that client. Information in these program segments would have to be
re-entered to retain consistency with the new agency assignment. Required.
Address, Unit Number, City, County, State, Zip Code B Enter the address of the
dwelling to be weatherized. This address may or may not be the same as any address
you may supply for contacts associated with the client (see Section 6.4, Contacts
(Clients)). However, it is the address which the Geographic Information System
(GIS) will use to plot the location of the dwelling, if you are using this feature (see
Section 13.2, Geographic Information System (GIS)). Optional.
Other Geographic Identifier B Your agency may use an additional geographic
identifier associated with each client, such as the congressional district or plotting
coordinates. Enter this alternate identifier in this field. The entry may be 20
characters or less. Optional.
Dwelling Data Block
The following data items are included in the Dwelling data block on the Client
Information form. The data are primarily used to allow automatic creation of the Unit
Completion portion of the DOE Quarterly Report. Definitions of the items should be
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