26. Services

Services list

The Services option in the explorer displays a list of all the services records in the system.

After clicking the Add New Support service button a blank form is displayed to allow the entry of the new services details.

The mandatory fields that need to be completed before you can save a new provider will depend on your specific system configuration.

Displays all Referrals that have been made to the service.

Referrals can be sorted by clicking on a column header.

Clicking

displays details of the Referral.

Item	Details
	Opens the Case in a new browser tab
Referral date	The date of the referral. Cannot be in the future
Start date	Mandatory when the referral is moved to the Accepted state
Priority	Determines the priority when compared to other referrals to this service
Rejection reason	Mandatory when the referral is moved to the Rejected state
Removal reason	Mandatory when the referral is moved to the Removed state

The workflow diagram details the states a Support referral can move through.

Displays all other Services the applicant has been referred to.

Contacts related to the service can be captured in the system. The system stores details of the contacts as well as their contact type.

Item	Details
	Edit the existing contact to change its type
	Remove the contact
	Edit the selected contact. The record is opened in a new browser tab
	Add a new contact to the service
	Refreshes the list to include any updates that have occurred

Changes to Contacts are not saved until the Save service button is clicked

Item	Details
	Search the other Contacts on the system
	Add a new Contact record
	Create a link to a Contact record
	Edit the selected Contact. The record is opened in a new browser tab
	Close the window

When adding a link to a contact you need to find the contact that the link relates to, or add a new contact, and then specify the type.

New contacts that have been added are not saved until the Save service button is clicked

All Actions assigned to the service are displayed on this tab.

Actions are displayed based on their Group.

Item	Details
	Edit the Action/Alert
	Refreshes the list to include any updates that have occurred
	Filter the list to show a different selection

All files stored against this service and any of the other provider's services are displayed on this tab.

Further details on the functionality can be found in 24. Files.

All history related to the service is displayed on this tab.

Item	Details
	Jump to a specific month
	Filter the list to show a different selection of events

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