Web:Other Services

Other Service

The Other Service record tracks Other Service information.

Add

To Add a new record, from the Main Menu, choose Add-->Other-->Other Services. You can also add associated Other Service entries from within other records (e.g., client case) by choosing Other Service from the Context Menu.

Edit

To Edit an existing record, from the Main Menu, choose Search-->Other-->Other Services. Use the search screen to find the appropriate entry and open it.

General Entry

Heading

The first section holds:

1. Service Provided
2. Unique ID
3. Service Date and Ending Date

Additional Information

The second section holds information about the Other Service. This section contains the following items:

1. Case number -- if associated with another record
2. County
3. People helped
4. Whether people helped number is estimated
5. Problem code
6. Narrative
7. Good story

Optional Items

The third section holds information about:

1. Staff person and hour spent
2. Funding code, office, and unit
3. PBI Lawyer -- if one was involved
4. PBI Type

Use of the Form

Expanding/Collapsing Sections

Sections (other than the top section) may be expanded or collapsed to display or hide the information within those sections. This can help with viewing the screen.

To expand a collapsed section, click on its header. To collapse an expanded section, click on its header. Multiple sections can be expanded at the same time.

Context menu

The context menu is accessed by clicking on the Context Menu icon at the top left of the record.

The context menu is shown to the left. The items shown in a context menu will change depending on many factors, including whether the current record is saved.

The context menu has additional items available that relate to the entry, including:

1. Add Calendar
2. Add Time
3. Review Asssociated Client Intake
4. Print
5. Add New Other Service Entry

Save/Stay and Save/Close

The Save/Stay button will save the record and stay in it. This will allow you to continue to edit the record or add associated entries using the Context menu.

The Save/Add New button will save the record and then go to a new add screen to allow you to enter a new Lawyer record.

The Save/Close button will save the record and then close to the Main Menu/Home Screen.

If an error is encountered in the save, a message should appear at the top of the form in red notifying you of the problem. Some errors (those shown in red at the top) you cannot avoid.