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Adding a Services Detail

Mohammed Jamal Updated by Mohammed Jamal

Service Details are sub-Services provided by an Establishment which can be linked to a main Service e.g. Long-Term Care (associated with Residential Care).

To add a Services Detail:

  1. Navigate to Settings > Configuration > Finance Admin. The 'Finance Admin' page is displayed.
  1. Expand Person Contracts, and select Services Detail.
  2. Select the Create new record button on the toolbar.
  3. Complete the following fields (mandatory fields are marked with *): 

Field

Description

Type

Name*

Name of the Services Detail.

Free text input

Code

Needs to be a unique number.

Numerical value between -2147483648 and 2147483647.

Gov Code

The Gov Code can be provided.

Free text input (optional)

Inactive 

If you don’t want this record to be in use yet, select the Yes.

Yes/No radio button

Start Date*

Start date of Services Detail.

Date (defaults to current date)

End Date

Use this field to end the Services Detail if it is no longer going to be used.

Date

Valid For Export

Indicate whether this record can be exported.

Yes/No radio button

Responsible Team*

This is the primary team in which staff members will work, for this Services Detail.

Defaults to the current user's team 

  1. Select the Save button on the toolbar.
  2. Select the View Full Screen button on the top right of the drawer. You can then view the Service Mappings tab.

Service Mappings Tab

The Service Mappings tab is used to ensure only valid combinations of Service and Service Detail can be used when: 

  • Creating Contract Service records.
  • Creating Person Contract Service records.

Validation: 

  • The same combination of Service and Service Detail cannot be created.
  • Multiple records can be created for the same Service.

  1. Select the Create new record button on the toolbar.
  2. The following settings are available: 

Data Item 

Description 

Type

Service*

The Service record to which this mapping will apply (defaults to the current Service as these records can only be created from a Service record) 

Selection

Service Detail*

Select the Service Detail that can be used in combination with the selected Service. 

This cannot be changed once the record has been saved.

Selection

Finance Code

(Optional) Select value (List will be those Finance Codes created where Location Code = Service/Service Detail). 

This will be used to help generate the Full Finance Code on a Person Contract Service 

Optional selection

Responsible Team*

This is the primary team in which staff members will work, for this Service Mapping.

Defaults to the current user's team

 Notes 

If required, provide some supporting information regarding the mapping.

Free text input

  1. Select the Save or Save and Close button on the toolbar.

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