Listing Clients Services

This page provides an overview on the listing of Client Services.

To present a listing of the clients services observe the following steps:

Select the Clients>Service Calendar sub menu to open the Service Calendar page.
Within the Client field either input in free text the client name or make your selection from the drop down list.
Within the Employee field either input in free text the name of the support worker or make your selection from the drop down list.
Within the schedule status field select the applicable schedule status from the drop down list. Selecting “Select All” will list all schedules, whereas selecting a status will only present those schedules identified with the selected status
Within the From field specify the commencement date of the service period that you are reporting on, the date can be input in free text or set through the calendar picker.
Within the To field specify the cessation date of the service period that you are reporting on, the date can be input in free text or set through the calendar picker. Once the date is set the service calendar will be updated with the services that match the criteria that you have specified.