Add New Service Form

Description: Welcome to the Services page. This page displays the New Service form. This form allows users the capability to Add a New Service/Activity record for a participant.

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

Add New Service/Activity
Add New Service Provider
Recurring Service

Add New Service/Activity

Complete the following to Add a New Service/Activity:

Fill out all required fields on this form to Add a New Service/Activity.

Using the Choose Services drop-down list, select the Service or Activity the participant will be assigned. (Required Field)

Note: If one of the following options are selected, the Recurring Service Checkbox will become active: Math/Reading Remediation, GED Preparation, High School Diploma Preparation, and Vocational/Occupational Skills Training Services.

In the Service Description text box, enter a brief description of the Service or Activity selected. (This field is limited by 200 characters.) (Required Field)
Select the Recurring Service Checkbox (if available) to indicate if the service is a recurring service.

Note: To view the Recurring Service Description, click here.

In the Date Started Service text box, enter the date the Service or Activity began. Users can also use the (Calendar) icon to select the date. (Required Field)
Using the Provider drop-down list, select the Service Provider that will conduct the Service or Activity selected. (Required Field)

Note: If the Service Provider is not in the Provider drop-down list, users must Add the Service Provider to the system before Adding the New Service/Activity. To Add a New Service Provider, click the Add New Service Provider link. If the 'Add New Service Provider' link is selected all information entered on this form will be erased.

In the Expected Completion Date text box, enter the projected date the Service or Activity is to be completed by. Users can also use the (Calendar) icon to select the date.

If the ‘Vocational/Occupational Skills Training Service’ is selected from the Choose Service drop-down list, users MUST complete the following fields.

Note: The following text boxes (Expected Duration and Expected Cost $) can be used for ANY service/activity created.

Using the Expected Duration drop-down list, select the expected per week hours the participant will be working on the selected Service/Activity.
In the Expected Cost $ text box, enter the expected cost of the Service/Activity. ($xxxxx.xx)

Once all required fields have been completed, click the (Save) button. This will display the Successfully Saved Message.

Successfully Saved Message

Click the 'here' link to return to the Services page. The newly created Service/Activity record will display in the Services Overview section.