Configure an EMS rule
If you want to apply an EMS rule to a funder without needing to go into each one or for it to apply when they're first added to the system, follow these steps.
Click Settings, then click Service User.
Click Service User, then select Service Funder.
Click EMS Rules, then select the plus Icon and configure your EMS rule.
Add EMS rule to a service funder
📌Note: Updating the EMS rule related to the Funder or Funder Type does not apply retrospectively to existing duties. Changes take effect only moving forward. Any previously impacted visits require manual correction.
Click Settings, then click Service User.
Select Service Funder, then click Types.
Select the relevant type.
Find the EMS Rule and use the drop-down box to apply the rule.
Click the save icon.
Once Saved, go back a page, and the type will be showing "Apply?" Select this to reapply the changes you've made. After it's been applied, anyone under this funder type automatically applies to this rule, and any new funders of this type will also be applied.
📌Note: If no EMS rule has been selected either at a funder level or within the funder type settings, then the system will default to the following:
Actual Start Time with the Actual Start Time = Book On Time.
Actual End Time = Book On Time + Planned Duration.