How to edit a service link record
There are four ways to edit a service link record
How to edit a service link record while 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 the service link you want to edit
- Click on Edit icon in the service link section
- Fill in all the needed information and click Save & Close
- Search for the record in the service link tab to validate your data entry
How to edit a service link record while viewing a service record
Select Services on the side menu
- Navigate to the Services you want to view a record in
- Select the record and click on the View Details icon
- Click the service link you want to edit
- Click on the Edit icon
- Edit all the needed information and click Save
How to edit a service link record in case profile
Each beneficiary has a case profile that shows its Basic Information, Case Links, and Recorded Services
- View Case Profile of a beneficiary
- Click on the Recorded Services tab
- Click on the service tab where you want to edit a service link
- Click on the service link you want to edit
- Click on the Edit icon, update the fields, and click Save
How to edit a service link record in service profile
- View Service Profile of a service record
- Select the Service link
- Click on Edit icon and update the fields