Lumary AH - This article explains how to link a site to multiple services.
To create service delivered (SD) records for a site, services must be linked to that site.
If you're adding multiple services to a single site, it's best to start from the site record. However, if you're adding a service to multiple sites, it may be quicker to link to the sites from the service record.
To link a site to a service:
- Click on the Sites tab. You may need to click on the App Launcher nine dot icon and search for Sites.
Make sure you select the Services option from the Items list in the App Launcher. A search may also list Site.com under Apps. The app is not the option you're looking for.
- This will open the Sites list view. Search for the relevant site and click on its text link in the Site Name column.
Filter your list view using either the Recently Viewed drop-down or the Search this list... field.
- Click on the Related tab.
- Scroll down to the Site Services/Programs section.
- Click on the New button.
- You'll need to select a record type for your linking record. The record type you select will determine what information is captured for inclusion in claims and/or reports.
Services are connected to sites via one of two record types. These are:
- service assignment records for individualised services, such as NDIS or other, or
- service type outlet records for services that need to capture information for block funded services, such as NMDS or QDC.
Service assignment
To add a service assignment:
- Click on the Service Assignment radio button.
- Click on the Next button.
- This will open the New Site Service/Program: Service Assignment form. Enter the details for your site.
The following table explains each of the fields on the New Site Service/Program: Service Assignment form. Fields with a red asterisk are mandatory. Some fields displayed in your environment may be different, depending on:
- how it has been set up for your business processes, and
- the types of funding you typically claim from.
| Field | Description |
|---|---|
| Service * | Use this field to search for the service. |
| Program | If your business uses programs, use this field to search for the relevant program. |
| Cost Centre | For businesses that use cost centres. |
| Site * | This field will pre-populate with the site you selected at step 2. |
| Operating Start Date * | Enter the date that the site began operating for this service. |
| Operating End Date | Not required when linking a new service. |
| GL Code | For businesses that use general ledger codes. |
- Once you've filled out the relevant fields, click on the Save button or Save & New if you have more services to link to this site.
Service type outlet
To add a service type outlet:
- Click on the Service Type Outlet radio button.
- Click on the Next button.
- This will open the New Site Service/Program: Service Type Outlet form. Enter the details for your site.
The following table explains each of the fields on the New Site Service/Program: Service Type Outlet form. Fields with a red asterisk are mandatory. Some fields displayed in your environment may be different, depending on:
- how it has been set up for your business processes, and
- the types of funding you typically claim from.
| Field | Description |
|---|---|
| Program | If your business uses programs, use this field to search for the relevant program. |
| Site * | This field will pre-populate with the site you selected at step 2. |
| Service * | Use this field to search for the service. |
| Reporting Body * | The reporting body that will collect the data for this service. |
| Operating Start Date * | Enter the date that the site began operating for this service. |
| Operating End Date | Not required when linking a new service. |
| GL Code | For businesses that use general ledger codes. |
| Cost Centre | For businesses that use cost centres. |
Other sections may appear on the form to capture information required for different service types, for example:
- minimum data sets (MDS), or
- quarterly data collections (QDC).
- Once you've filled out the relevant fields, click on the Save button or Save & New if you have more services to link to this site.