Service user
Useful information relating to service users
Create tasksIn this article, we explain how to create tasks for service users and employees.
Remove task allocation from userIn this article, we explain how to remove a task allocation from a user.
Service user rooms not updatedIn this article, we explain how to rectify when updates have been made to service user rooms, but they aren't showing.
Limit number of hours delivered to a clientIn this article we explain how to limit hours delivered to a client.
View service users or employees by branch on the planning screenIn this article we explain how to view service users or employees by branch or area on the planning screen.
Service order and requirementsIn this article, we explain how to create a new service order and requirements.
Add an invoice rate sheet to service funderIn this article, we explain how to add an invoice rate sheet to a service funder.
Terminate a service userThis article will explain how to terminate or reactivate a service user.
Apply client or employee type changesIn this article, we explain how to apply client or employee type changes made in settings.
Unable to change service type on service requirementIn this article, we explain why error Failed as record(s) were not found. Error number 4 appears when attempting to change the service type on an existing service requirement.
Reinstate a service userIn this article, we explain how to reinstate a service user.
Create double up visits for a service requirementIn this article, we explain how to create double up visits for a service requirement.
Restrict visits with training and qualificationsIn this article, we explain how to restrict visits ensuring they are only carried out by employees with specific training and hold the required qualifications.
Service suspendIn this article, we explain how create or amend a service suspend and add a service suspend to a service user.
End a service order in use and not in useIn this article, we will go through how to delete a service order that is in use and that has not been used.
Adding an employee to a service users declined listIn this article, we will explain how to restrict employees from visiting certain service users.
Add and delete brakesIn this article, we explain how to add and delete brakes.
Change service user or employee from terminating to terminatedIn this article, we explain how to change service user or employee from terminating to terminated.
Service user not appearing under invoiceIn this article, we explain why client visits aren't showing on an invoice period.
Add additional branches and areas to service user recordsIn this article, we explain how to add additional branches and areas to a service user record.
Service user address is a partial matchIn this article, we explain how to resolve errors when a service user's address is a partial match.
Exception error when opening a service user recordIn this article, we explain how to resolve exception errors when opening a service user record.