| Anchor | ||||
|---|---|---|---|---|
|
| Section | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| |||||||||||
|
.jpg?version=2&modificationDate=1543470344301&cacheVersion=1&api=v2&width=600)
...
Creating a Support Coordination Profile
In the support coordination list, Select the "New Button" and the Support coordination window will come up,
...
Fill-out all the necessary information in the Support coordination information page and then select the "Save Button" to create the record.
.jpg?version=2&modificationDate=1543529071245&cacheVersion=1&api=v2&width=700)
...
Adding Services to a Support coordination information
In the Support Coordination Information, the Services Tab will now be available. Select the "Plus Icon" in the right-hand side of the tab to open the Services window,
.jpg?version=1&modificationDate=1548891628852&cacheVersion=1&api=v2&width=700)
Fill-out all the necessary information and then select the "Save Button" in the upper left portion of the window.
.jpg?version=1&modificationDate=1548891629020&cacheVersion=1&api=v2&width=700)
...
Editing the Support coordination profile information
In the Support coordination list, put a check on the corresponding information to be edited and then select the "Edit Button",
Edit the necessary information in the Support coordination page and then select the "Save Button" to save all changes.
...
Editing Services in the support coordination information
In the services tab, double-click the information to be edited to pull-up the services information window,
.jpg?version=1&modificationDate=1548891809097&cacheVersion=1&api=v2&width=700)
Do all the necessary changes to the information and then select the "Save Button" to save all changes.
...
Adding a Provide Quotes
In the services tab, double-click the information to be edited to pull-up the services information window,
New information will be added to the page, Provider Quotes and Budget Utilization. In the Provider Quotes tab, select the "Add Icon" to add the information,
.jpg?version=1&modificationDate=1548892162445&cacheVersion=1&api=v2&width=700)
Fill-out the necessary information in the Provider Quote window, and then select the "Save Button".
...
Adding Service Delivery Record
Under the Budget Utilization tab in the Service information tab, select the "Plus Icon" to add a record
.jpg?version=1&modificationDate=1548892162971&cacheVersion=1&api=v2&width=700)
Fill-out all the necessary information in the Service Delivery information and then select the "Save Button" once done
.jpg?version=1&modificationDate=1548892163115&cacheVersion=1&api=v2&width=700)
...
Deleting a Service in the support coordination information
In the services tab in the support coordination information, Select the "Delete Icon" in the corresponding service to be deleted. Select the "Save Button" in the upper right portion of the window to save the changes.
.jpg?version=1&modificationDate=1548892372499&cacheVersion=1&api=v2&width=700)
...