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This page provides an overview on navigating the Client Service Schedule page.

These are related topics of the page

Introduction

A consolidated listing of the core supports and direct services provided to the participant regardless of the source of funding, or service activity status is available through the service schedule client list page. From this listing you can review the activity and cancellation status of the clients services and identify what client services have been invoiced.

The Service Schedule Client list page is accessed by selecting the Clients > Client Shifts sub menu.

(blue star) The column structure of the Service Schedule list can be modified so that it lists information that makes it easier for you to identify and review client services, for further information on this activity refer to the topic related with customising tables views.

Navigating the Service Schedule Client List Page

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titleClick to expand and preview the fields and objects that comprise the Service Schedule Client List page

  1. Record View: This is a drop down field that allows you to select from a list the record view that will be used to display the active or inactive invoice records.

  2. New: This feature is not applicable for the Service Schedule Client List.

  3. Edit: This feature is not applicable for the Service Schedule Client List.

  4. Delete: This feature is not applicable for the Service Schedule Client List, please note that deleting the client service will remove the record either from the Invoice Batch or Funding Claim.

  5. Export: This button allows you to export service data to a csv file. Data exported will be influenced by the selected service schedule list view.

  6. Search Field: This field is used to refine the records listed within the service schedule list datagrid.

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  7. Record Display list: This drop down field allows you to specify the number of records that will listed within the Service Schedule list datagrid. The value specified will determine the number of pages.

  8. Service Schedule list: This data grid lists columns of information related with the Service Schedule records. The information columns presented will be influenced by the record view that is selected.

  9. Navigation count: This label lists the records listed that match the date and search criteria.

  10. Page scroll: This button enables you to scroll between the pages.

Navigating the Service Schedule Record Page

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Expand
titleClick to expand and preview the fields and objects that comprise the Service Schedule Record page