Services provide a way to record the assistance clients receive, from one-time events like utility assistance, to daily services like meals and shelter. Services can be provided at the client and household-level or to groups of clients.
Services are set up by administrators in a hierarchical fashion. An initial service is created and then a service item or group of items are created for the service, allowing service items to be grouped categorically. This article will cover the steps involved in creating a service.
Creating a New Service
Navigate to the Launchpad and click Manage>Services>Add New Service (figure 1).
There are five fields to complete in the Create a New Service section (figure 2).
Service Title: the name of the service.
|Note: Service Title can't include the < symbol Eg. <Test Service|
Category: used for the organization of service items, reporting purposes and, in some cases, determining configuration options for Service Items. Category includes Federal partner programs (i.e. PATH, RHY, HOPWA, etc.). Category displays for end users when they record a service in a client record.
Site: they type of location in which the service is provided.
Site Type: the setting in which the service is provided. This configuration determines subsequent service setting options. "Residential: special needs only" and "Residential: special needs and non-special needs" should be selected for Housing Services.
Status: whether the service is active or inactive (e.g. year-round vs. seasonal services).
After completing these fields, click Add Record.
Editing an Existing Service
To edit an existing service, hover over the service and click either the edit or delete icon (figure 3).
|Note: if a service has associated service items, it cannot be deleted. The associated service items must first be deleted, following the procedures outlined in Creating and Editing Service Items.|
Once a service is created, there are additional required and optional steps to configuring a service:
- Time Tracking Options (only available for Services with a Category of "Case Management")
- Funding Options
- Account Options
|Note: a service must have at least one service item to be operational.|