Services  

Description: Welcome to the Services page. This page displays the Services/Activities the participant is currently involved with. This page also allows users to create, view and edit Services/Activities for each participant. Users will also have access to the Service Provider Management page from the Services tab. The Service Provider Management page allows user the capability to create, view and edit Service Providers.

Functions: This page contains the following function(s):

• Add New Service/Activity

• View an Existing Service/Activity

• Delete a Service

• Access the Service Provider Management Page

Add New Service/Activity

Complete the following to Add a New Service/Activity:

• Click the Add New Service link located on the right hand side of the page. This will open the Add New Service form.

• To complete the form Click Here.

• Once completed the newly created Service/Activity record will be displayed under the Services Overview section

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View an Existing Service/Activity

Complete the following to View an Existing Service/Activity:

• Select an existing Services/Activities link located in the Category column. The selected Service/Activity will open the Update Service form.

• To update this form, Click here. Otherwise, click the (Cancel) button to return to the Services page.

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Delete a Service

Users will have the ability to delete a service that has been created within the reporting quarter. Once the reporting quarter ends, users will not have the ability to delete those services created the previous reporting quarter. Complete the following to Delete a Service:

• Click the (Delete) button, located in the Delete column next to the service that needs to be deleted. This will open the Delete Service form. Here users will confirm the deletion.

• Click the (Confirm Deletion) button. Users will be directed to the Delete Confirmation Screen.

• From the Delete Confirmation Screen, click the 'here' link to return to the Services Page.

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Access the Service Provider Management Page

Complete the following to access the Service Provider Management page:

• Click the Service Provider Management link. This will direct users to the Service Provider Management page. On this page users will be able to create, view and edit Service Providers.

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