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Services (Service Units and Phases)

This module is in beta testing and is in currently in use by a few agencies.  Contact support to request that this module be turned on. 

Cost: There is currently no charge for this module.

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

1. Ask PSTI to enable Service phases for your site.

2. Add values to the Service Type lookup.

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

3. 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.