Adding a Service

Mohammed Jamal Updated by Mohammed Jamal

To add a Service:

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

Field

Description

Name*

Name of the Contract Service (free text input).

Code

Needs to be a unique number.

Gov Code

The Gov Code can be provided (optional).

Scheduled Service?*

Select 'Yes' if this service going to take place at a specified time.

Inactive 

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

Start Date*

Start date of Service (defaults to the current date).

End Date

Use this field to end the Service if it is no longer going to be provided.

Valid For Export

Indicate whether this record can be exported.

Responsible Team*

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

Services Mapping Tab

The Services Mapping 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 

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) 

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 

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 

Responsible Team*

This is the primary team in which staff members will work, for this Service (defaults to the current user's team).

 Notes 

If required, provide some supporting information regarding the mapping.

  1. Select the Save button on the toolbar.

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