How to add a service link record
By definition, a Service Link is a form attached to a service type. You can add one or multiple service links which are represented in the tabs above the table.
There are three ways to add a service link record
How to add a service link record after adding a service record
Select Services on the side menu
- Choose the Service you want to add a record to
- Click Add Record button
- Fill in all the needed information for the service and click on Save and Continue
- Now you can add a service link record
- Click on Add Record
- Fill in all the needed information for the service link and click on Save
- The service link record is now added
In case you configured a Multiple service link record, then you are able to add multiple entries for the same service record
- Search for the record in the service link tab to validate your data entry
How to add a service link record after editing a service record
Select Services on the side menu
- Navigate to the Services you want to edit a record from
- Select the record and click on the Edit icon
- Edit the needed information of the record then Save and Continue
- Click on Add record in the service link section
- Fill in all the needed information and click Save
- Search for the record in the service link tab to validate your data entry
How to add a service link record in case profile (Soon)
Each beneficiary has a case profile that shows its Basic Information, Case Links, and Recorded Services with its relevant service links
- View Case Profile of a beneficiary
- Click on the Recorded Services tab
- Click on the service tab you want to add a service link to
How to add a service link record in Service profile
- View Service Profile of a service record
- Select the Service link
- Click on Add a record button