Service requirements & Setup
Set up services, care requirements, and rules.
By Emma and 1 other2 authors8 articles
Service order and requirementsIn this article, we explain how to create a new service order and requirements.
Change service typeIn this article, we explain how to change a service type from organisational to individual for a service user.
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.
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.
Maximum time variance for visitsIn this article, we explain how to set up maximum time variance for visits.
Limit number of hours delivered to a clientIn this article we explain how to limit hours delivered to a client.
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.