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Services (Service Units and Phases)

This module allows recording multiple Service records on a case. Each record can have a Title, Type, Funding Code, etc.

Cost: No cost, available for all sites. If you are on an older site and do not have the Services block available to add to a matter auxiliary form, file a ticket from the site asking to have this module enabled. 

NB: The original name of this module was Phases, hence the occassional reference to that term.


User View of a Typical Auxiliary Form

End user view of the Services block and Services list view on an auxiliary case form:


Note: Closing a case also "closes" all open service/phase records by setting Closed to Yes, the End Date to the current date, and Closed By to the current user.


Admin setup

Add Values to the Service Type Lookup

Each service must be related to specific problem codes, programs, and outcomes.



Create a Process and Form to Add, Edit, and View the Services on a Case

Create an auxiliary case/matter form with the Services block and the Services list view on it. The form can contain additional elements. The Add Service Document block, placed after the Services block will allow uploading a document when a phase is created.




Create an auxiliary process that calls your form.

Add the process to the Actions menu of your main profile.

General help on creating processes and forms and editing the Actions menu.

Dynamic Service Processes and Forms (Optional)

The Service block alone on a matter auxiliary form is sufficient to create service records on cases. It is, however, possible to create dynamic processes and forms for Service records.

On the Admin > Processes, Forms, and Profiles page change the module to "Service".

There are 3 settings related to Service records on the Admin > Process Settings page.