Services can be recorded for individuals in the Services tab of their participant record. Services are easy to record, as they only require the name of the service and the date that service was provided.
Add New Services
Services can be added or edited when connected to either the District or to an individual site.
Click the People tab in your lefthand navigation menu.
Open the List of Participants
Locate the participant in your List of Participants
There are several tools to navigate your list of participants.
You can type a whole or partial name into the search bar. The list will filter down as you type to match your search criteria.
You can scroll down the list to find the name. By default, 25 participant records will appear on one page. At the bottom right, use the menu to change how many participant records are displayed per page, and use the arrows to navigate through different sections.
Click the pencil icon to open the participant’s record.
Navigate to the Services tab of the participant’s record.
The table that appears will list any services already provided and recorded for this participant.
Adding a Service
To record a new service provided to the participant, click the Add Service + button.
Select the Service and enter the date that service was provided.
Click Save Service. The newly added service for the participant will appear in the list of services provided.
Editing a Service
To edit an existing service record, click the pencil icon to the right of the record. When your changes are complete, click Save Service.
Deleting a Service
If a mistake was made in data entry, click the trash can icon to the right of the service record to delete it. Follow the prompts to confirm the deletion.