Creating a New Service agreement with an address match

Creating a Service Agreement with an Address Match

• Once mandatory fields have been completed on the new referral
• Select the [Validate]
• The system will then search existing Service Agreements and display any potential matches.
• If an address match (Postcode) is found by Service Manager, the system will display an 'address' match  
• Select the record by clicking the Match icon next to the appropriate Service Agreement
• Select [Match]
• An installation request will be created on the Service Agreement
• With the existing equipment installed at the address being copied over into the new Service Agreement for the new Service user.  

Note: Typically an address match instance would be for a voided scheme dwelling where a service user is moving into an existing scheme dwelling or where the new service user is moving in with an existing user and utilising the existing users' equipment.  

Troubleshooting

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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