Agreement Details

A Service User can have a primary funder, commencement date and services assigned to the service agreement set.

To View the Agreement Funder, Services and Service Level

Select the Pencil icon to open the page in Edit mode
Select a Service Level form the drop down list
Select the Calendar icon to allow the commencement date to be edited
Select [Select a Funder] to open a list of possible Funders. The funder may be the Service user, a Service User Contact or an Organisation

Note: A Service Level can be calculated when completing a Service Support Plan Assessment Form

To Add Services to an agreement

Select [+Ad]d Service] to add services to the agreement on the agreement details are in edit mode.
Services can be flagged where VAT is applicable.
The type of service, start date, end date and Account Holder can also be entered/selected
Select [Save] to create a new service

Select [Cancel] to cancel the creation of a new service
Selecting the breadcrumb for the Service Agreement 'Service User Name' will return back to the Service Agreement Summary page

To Remove Services from an agreement

Select a current service from the services section
Select [Edit]
Enter an end date and select [Save] to end the service and return back to the service agreement details page where the end date will now be populated

Select [Cancel] to return back to the agreement details page
Selecting the breadcrumb for the Service Agreement 'Service User Name' will return back to the Service Agreement Summary page

Why is a button missing / greyed out? See Action Buttons in Navigation/Graphic rules.

Why can't I see the data I expect to see? Ensure your Role assignment is correct, if so see Scope

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