Add New Services
Services can be added at a Site Level. You must first switch access to a site where the participant is registered. To record services for a participant, click on the “People” tab in your left-hand navigation menu.
Open the “List of People”
Locate the participant in your List of People.
Click the pencil icon to open the participant’s record.
Navigate to the “Services" tab of the participant’s record.
Click “Add Service +.”
Select the service and date provided. Click “Save Service.”
Editing a Service
To edit an existing service record, click the pencil icon.
Deleting a Service
To delete a service record, click the trashcan to the right of the service record summary. Follow the prompts to confirm the deletion.
Related to