Viewing Assigned Services < View Services by Service Item Group

Assigned services can be viewed for each staff member in their staff record, over any given period of time. You are also able to filter the list of assigned services against certain criteria.

Note: In order to view a list of assigned services within a service item group, you first need to have set up your services correctly and identified them as being with a particular group. See Adding a New Service Item Group and Applying a Service Item Group to a Service Item for more information.

  

ON DESKTOP:

Navigate to Admin > Staff > Click on a staff record > Services

STEP 1​​

How do I view assigned services by service item group?

  • Choose a group from the dropdown "All Item Groups", eg. "Home Visits".

staff6-services-group1.jpg
STEP 2

  • All services in the service item group "Home Visits" are displayed.

staff6-services-group2.jpg

ON MOBILE:

STEP 1​​

  • Tap the Navigator, and select Admin > Staff > Click on a staff record > Services

STEP 2

 

How do I view assigned services by service item group?

  • Tap the ">>" button to view the additional menu choices.

STEP 3

  • Tap the menu "All Item Groups" and choose an Item Group from the dropdown, eg. "Home Visits".

STEP 4

  • Tap the menu and click "Reload" to view the list.

STEP 5

  • All services in the Home Visits service item group are displayed.

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