How to Manage Services

First, navigate to the services tab by clicking on “Manage Services and Documents” then clicking on “Services”.

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Creating a New Service

Click on “Create New Service” in the upper right part of the page.

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Fill out the form making sure to include all required data. If you don’t see the correct Funder or Service Category in the dropdowns, follow the documentation for Funders here or the documentation for Service Categories here.

Once complete, click “Save”.

Editing an Existing Service

Locate the Service you would like to view/edit in the table and click “Edit”.

Here you can edit the information about a Service and add Service Rates. To learn more about Service Rates, please follow the documentation here.

Once complete, click “Save” on the leftmost side of the page.