The instructions on this page were different in the following release(s):
3.74 

Services and Resources

Release Note Summer 2021 (3.75)

The Services and Resources change screen:

To add new reviews of areas potentially requiring further action:

1. In the Review of areas possibly requiring further action table, click the add button to display the Further Action dialog.
   
2. Select the Section from the drop-down.
   The Sub-section is automatically populated based on the Section.
3. Click the continue button to add the review to the record:
   

To delete a row, click the corresponding x icon.

To amend a row, click the corresponding edit icon.

To add referrals:

1. In the Referrals table, click the add button to display the Referral dialog.
   
2. Complete the fields as required.
3. Click the continue button to add the referral to the record:
   

To delete a row, click the corresponding x icon.

To amend a row, click the corresponding edit icon.