What is Needed in Order To Create a Service Log?

In order to create a Service Log for a participant, some setup and confirmation must happen.

Service logs are the last step in a process that requires Funders, Programs, Service Categories, and Services. Follow these steps in order to learn about the whole process.

  1. Begin by verifying that the Funder you would like to use exists, or adding a new Funder if necessary. Follow the documentation here to learn about adding/viewing Funders.

  2. Next, verify that the Program you would like to use exists, or add a new Program if necessary. Follow the documentation here to learn about adding/viewing Programs.

  3. Next, verify that the Service Category you would like to use exists. Follow the documentation here to verify there is a service category for the service you would like to use.

  4. Next, verify that the Service you would like to make a service log for is present on the website. Follow the documentation here to find or create the service you would like to make a service log for.

  5. Finally, you will be able to create an Authorization, Authorized Service, and a Service Log for a Participant. The documentation for these last steps can be found here.