Find a service delivered record

This article explains how to find service delivered records in different parts of the system.

Service delivered records store important information about the services you've provided to your clients. They're also used to create financial extracts so that you can claim for funds! This is why the system provides several ways of viewing them.

You can access service delivered records from:

• client contact records using the Contracts tab
• service agreements
• the Service Delivery Entry tab, or
• the Services Delivered list view.

Client contact contracts tab

You can view all of the service delivered records for a particular client under their Contracts tab. To get to the Services Delivered list:

1. Click on the Contact tab.
2. Navigate to your client.
3. Click on the Contracts tab.
4. Scroll down to the Services Delivered section to see a list of service delivered records for this client. Click on the View All text link to open the full list.
5. Click on a Service Delivered ID to open a record.

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Service agreement

You can also view all of the service delivered records for a particular service agreement from the client's contact record.

To view service delivered records on a service agreement:

1. Click on the Contact tab.
2. Navigate to your client.
3. Click on the Contracts tab.
4. Scroll down to the relevant service agreement section. You can see service delivered records on either individual or block agreements. You might need to click on View All to see the full list.
5. Click on the relevant Service Agreement Name text link.

6. Click on the Related Lists tab.
7. Scroll down to the Services Delivered section.
8. This will show a summary of the services. Click on a Service Delivered ID text link to open a record.

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Service Delivery Entry tab

The Service Delivery Entry tab can be used to search for service delivered records by date, client, service agreement and/or worker. However, you'll need to know the exact date of the record.

To search using the Service Delivery Entry tab:

1. Click on the Service Delivery Entry tab. You might need to look for it under the More drop-down list. If you still can't see it, try clicking on the App Launcher and searching for service delivery entry.
2. This will list all of the service delivered records for today. To view older records, click in the Date field and set the date.
3. You can filter the list to a specific client, service agreement and/or worker by searching for them in the relevant field.
4. Click on the Search button.

5. The list of records in the Services Delivered section will update based on your search criteria.
6. Click on the Name text link to open a record.

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Services Delivered list view

Service delivered records can also be viewed and filtered using a list view.

To view service delivered records using a list view:

1. You probably won't have the Services Delivered tab visible. To find the list view, click on the App Launcher and search for services delivered.
2. If you find yourself using this view a lot, you may want to consider personalising your nav bar to make it a permanent tab.
3. Once you navigate to the Services Delivered list, you can use the Select List View drop-down list to modify your view. Find out more about finding records in a list view.
4. When you find your record, click on the Service Delivered ID to open it.

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