Creating a Service Type from Configuration

To add or create services to a programme, you must first create a new service type. To do this select Configuration and then Service Groups.

To add a service type, select the Add option. Fill in the following information:

Item	Answer
Name	Name of service
Description	Same as the name of the service generally
Full Service When Completed Within	The number of days the follow on service will be created when a service is completed within x number of days before or after the due date
Planned Service Interval	The appointment number of days
Legal Service Interval	The compliance due date number of days
Service Type	The service group linked to that service
Icon	Upload an image

Press Save once completed.

It is important to add the status options to the newly created service; to do this, select the service to add status options for. Then in the Statuses option, select Add. Fill in the following information:

Item	Answer
Status	Pick your status option from the dropdown
Start Status	Is this the first status or start status i.e. Planned or Appointment Booked
End Status	Is this the completed status
State Order	The order of this status in the list for that service i.e. Planned 1^st, then-No Access 2^nd, then Complete 3^rd; Planned would be 1

Repeat for each status.

Finally, to add a default component, select the Default Components tab next to Statuses and select Add. Make sure you are still selected on the service you want to add the component too. Using the checkbox, select the default component(s).

Select Add to add the components.

You have now created a new service, added status options, compliance dates and appointment dates as well as default components. It is now time to add assets and service information to the programme.