Purpose
A service is a paid or unpaid action, or effort performed to satisfy a need or fulfill a demand. A service can be anything from funding from a program to unpaid help provided by another person to someone in need.

Procedures
Anchor Point: Activities tab in Common Outcome Plan

1. Select the Activities tab from the Navigation Bar
2. Select the Services sub tab
3. Services that have been entered are listed under Name

4. The Service columns refer to:
   1. Name- type of service being provided
   2. Category- the program providing the service. A free form text service entry will have a blank category.
   3. Provider- name of support network member responsible for providing the service. If no provider is listed, there is no single support providing the service\
   4. Start Date- when the service began being provided
   5. End Date- the date the service will stop or did stop being provided

View Details of Service (if any were entered when created)

5. Select the blue hyperlink for the Service to View
6. The service opens in a new page (you know the page is a service page because it is prefaced with a ‘S’)
7. Under ‘reason’ you can read the details entered regarding a service

Add Comment
Adding comments to a service prevents the need to write information in the Contact Log, relevant to another area on the system

8. Select the line action menu of the service you want to add a comment to
9. Select Add Comment. A modal opens. Add the comment and select Save

10. To view the history of comments entered, select the hyperlink for the service. A new page opens (the last note entered appears in the Home tab)
11. Select the Notes tab
12. A new page opens with the history of notes entered to that Service

Related Information

User Guide Information:

• Services-Access
• Services-Create
• Services-Delete
• Services-Edit

Procedure Information:

• Outcome Plan Procedure
• Outcome Plan Management Procedure