Step 1: First Things First

To add a new statement from the reception log, select the log entry with an 'X' and press Enter. Be sure to use the 'Work with Log Entries' option on menu 61. The 'Work with Client Statement' program will appear. Press the F6=Add function key and follow the instructions the program gives you.

To add a new statement from the client statement program itself, access the option from menu 61 and press the F6=Add function key. The program will ask you to key the Person Number of the applicant. Key the number and follow the instructions. If you do not know the number, use the lookup function (F8=Lookup*).