Home
Displays basic Service Plan information in the context panel.

Administration

Approval Requests
Lists the approval requests.

Status History
Lists the status changes of the Service Plan.

User Roles
Defaults to the user who entered the registration.

Client Participation

Participation
Records the number of hours and minutes the individual participated in a Plan Item activity.

Weekly Participation
Records the number of weeks the individual participated in a Plan Item activity.

Contact

Communications
All letters are created and stored in the Person Home Page Communications section.

Attachments
Not used at this time.

Meeting minutes
Not used at this time.

Events
Calendar recording specific events.

Learning Stream Counter
A view only screen that displays a detailed accounting of the number of months of training benefits provided within the Service Plan.

Notes
Captures information to supplement coded fields in Mobius. Notes can be modified or cancelled, but the original text is retained, except for limited circumstances (See Hard Delete Business Process).

Plan

Baselines
A snapshot of the status of the Service Plan at a point in time.

Costs
Not used at this time.

Milestones
Not used at this time.

Versions
Not used at this time.

Plan Content
Lists the individual plan Sub-Goals which can be expanded to view the Plan Items.

Plan Item Details
Page has Navigation Tabs.

Home
Details of the Plan Item.

Approval details
Details of special approval(s).

Attachments
Not used at this time.

Client Participation
Not used at this time.

History
Actions/modifications made to the Plan Item.

Notes
Instructions to the individual that will print on the Service Agreement.

Plan Participants

Plan Participants
Persons, employers and product providers involved with the plan.

Nominated Representatives
Persons who can act on behalf of the individual, if they are unable to act on their own behalf (e.g., trustee or guardian).

Service Agreements
Created, viewed and printed from this tab.

Tasks
Create tasks associated with the Service Plan record.

Tracking Gantt
View a Gantt chart showing expected and actual dates (start and end) for all Plan Items.