Services

Creating services and service categories enables you to put services into logical groups, for example, Social Services or Youth Services.

Adding a Service Category

Select Focus | Services | Service Categories to display the Service Category Enquiry dialog.

  1. Click the New button to display the Service Category Definition dialog.
  2. Enter a category Code of up to five characters.
  3. Enter a category Description, for example:
    Code Description
    SOCSV Social Services
  4. Click the Save button to make the category available for selection when creating provision records.

Adding a Service to a Service Category

  1. Select Focus | Services | Services to display the Service Enquiry dialog.
  2. To create a new service, click the New button to display the Service Definition dialog.
  3. In the Basic Details panel:
    1. Enter a Description of the service.
    2. Select a Service Category.

      A service can be included in multiple service categories.

    3. Tick the Universal Service check box, if the service is available to all students.

      This check box must contain a true value (tick) or false value (cross). If you save the record and this check box is empty, it defaults to a tick.

    4. Select a Service Type, which is a DfE requirement for Crystal reporting.
  4. Click the Save button.