The Services section is where services related to participants are created and managed. 

Services include efforts such as providing clothing, food vouchers and school supplies.

To manage services, you must be connected to a specific site. Use the Switch Access feature to connect to the desired site. To learn more about Switching Access, please see this article.

Determining which site to set up a service is very important for reporting purposes.

• The service is offered centrally. (The district liaison may distribute bus passes centrally.)
• Participants are offered the service at all sites. (Bus passes are offered at all school sites.)
• It is not important that participation in the service is associated with a certain school site. (It is only important to know how many bus passes were distributed in total, not by school site.)
• If the service is related to administrative-type efforts and participants are not students. (Coordinating Services with other Agencies or Professional Development.) 

• The service will be specifically offered at one site or some school sites and not at all school sites (e.g., Counseling is only offered at the junior high and high school sites, not at the elementary school sites.)
• It is important that the service is recorded as having occurred at a specific site. (It is important to know how many hours of counseling were offered at each school site.)

To edit an existing service, first click the ellipsis (...) and then the pencil icon. Make any needed changes, and then be sure to click Save Service.

To delete an existing service, first click the ellipsis (...) and then the trash can icon. Confirm the deletion, and it will be removed from the list. Note that if any participant has been recorded as having received the Service being deleted, the Service cannot be deleted as it is part of the site's service history.

Note if there is no ellipsis (...), the service can only be edited or deleted when connected the the site listed after the words "Shared by."  Use the Switch Access feature to connect to the desired site. To learn more about Switching Access, please see this article.

To add a new service, click Add Service +

If desired, you can enter a description of the service and the funder(s) that will support it. 
 

To learn more about setting up Funders, please see this article.

Who can participate? 

In the "Who can participate?" section, indicate who can receive this service by selecting the appropriate option. 

Select Only participants from this site if:

• This service is only to be offered at this site.
• It is important that the service is recorded as having occurred at this specific site.
• This service is related to administrative-type efforts. Participants are not students, and you are connected to the Admin site.

Select Participants from all sites if:

• This service is offered centrally (such as central office bus pass distribution)
• This service is offered to participants at all school sites.
• It is not important that participation in this service is associated with a certain site. 

Other custom fields may be present at the bottom of this form. If they are required, as indicated by a red asterisk, they must be completed before the service can be saved.

Click the Save Service button.

After you save the Service, a green notification will confirm that the Service was saved. You will then be redirected back to the main Services page, where your newly created Service will appear in the list.