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Services - Add or Remove a Service from a Destination

Receiving Agency Related Guide (RARG)

Summary: Add an existing Service (Meaning a service that is already turned on at the site level and is therefore in the drop down list already) to an existing Destination. 

If a Service is not in the drop down list already: please see the document: Services - Add a service to a site, then come back to these directions.

If the destination you need to add the service onto has never been created before, you will need to add a new destination first. Please see the document: Receiving Agency Profiles: Destination Profile. In the contents section, click the link on topic # 10.

Directions for removing a service from a destination are also below.

Add a Service to a Destination already in the database:

  1. Click: Maintenance.
  2. Click: Setup/Look up. 
  3. Click: Destinations.
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4. At Site: select the site you wish to work on from the drop down list.

5. Click the add icon add on the service side (right column) to open: Add new entry.

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6. Select the service from the drop down list.

7. Select the Destination* from the drop down list. *see below if the destination has not been created.

8. Select the Destination coordinator or "Add New" from the drop down list.

9. Save the changes with the green check mark. save


For information regarding Portfolio: please see the document: Reporting: Portfolio Roll Up.

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Service: Remove from a destination.

 

Perhaps one service at the destination is closing permanently or temporarily, and therefore you would like to remove that service. To remove a service from a destination:

  • Click: Maintenance/Setup Lookup/Destinations. 
  • Find the service you need to remove from the destination profile.
  • Best Practice: Click the pencil edit icon first, where you normally change/select the destination contact.
    • Select the blank space at the top of the destination contact list.
    • Save the blank space with the green check mark so that there is no name listed as the destination contact for that service. If you do not remove the name here, you may run into issues in the future if you ever try to inactivate that staff member's record: best practice is to remove the destination contact name before removing the service.
  • To remove the service from this destination, select the inactivate icon delete

 

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Link to: Receiving Coordinator Orientation to Data Structure on HSPnet.

 

 





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