This article explains how to link a service to a site and create site services/programs.
Any new service created in Lumary CM must be linked to a site record. This ensures that services that are not ad hoc appear on service agreements. It's also required for any service to appear on the Services Delivery Entry screen or on the Sessions Calendar.
Before you begin
You'll need to have created the site that the service will be linked to. Learn more about how to create a site. If the service has not already been created, you'll also need to add a new service.
To link a service to a site:
- Click on the Services tab. You may need to click on the More tab or App launcher to find this option.
- Search for the relevant service and click on its text link in the Service Name column. You can filter your list using either the Recently Viewed drop-down or the Search this list... field.
- Click on the Related tab.
- Click on the New button next to the Site Services/Programs section.
- Click on the radio button for the appropriate service record type. There are two options:
- Service Assignment for NDIS, individual grant or other funding, or
- Service Type Outlet for block funded services.
Service Assignment
- Click on the Service Assignment radio button.
- Click on the Next button.
- Make sure that the Service field has the name of the service you created.
- Fill in the Site, Operating Start Date and Operating End Date fields, as well as any other fields required by your organisation.
- Click on the Save button.
Service Type Outlet
- Click on the Service Type Outlet radio button.
- Click on the Next button.
- Make sure that the Service field has the name of the service you created.
- Fill in the Site, Reporting Body and Operating Start Date fields, as well as any other fields required by your organisation.
- Click on the Save button.
