26. Services
Services list
The Services option in the explorer displays a list of all the services records in the system.
Adding a new Service
After clicking the Add New Support service button a blank form is displayed to allow the entry of the new services details.
The mandatory fields that need to be completed before you can save a new provider will depend on your specific system configuration.
Referrals
Displays all Referrals that have been made to the service.
Referrals can be sorted by clicking on a column header.
Clicking 
displays details of the Referral.
| Item | Details |
| Opens the Case in a new browser tab | |
| Referral date | The date of the referral. Cannot be in the future |
| Start date | Mandatory when the referral is moved to the Accepted state |
| Priority | Determines the priority when compared to other referrals to this service |
| Rejection reason | Mandatory when the referral is moved to the Rejected state |
| Removal reason | Mandatory when the referral is moved to the Removed state |
Other referrals
Displays all other Services the applicant has been referred to.
Workflow
The workflow diagram details the states a Support referral can move through.
Contacts
Contacts related to the service can be captured in the system. The system stores details of the contacts as well as their contact type.
| Item | Details |
| Edit the existing contact to change its type | |
| Remove the contact | |
| Edit the selected contact. The record is opened in a new browser tab | |
| Add a new contact to the service | |
| Refreshes the list to include any updates that have occurred |
| Item | Details |
| Search the other Contacts on the system | |
| Add a new Contact record | |
| Create a link to a Contact record | |
| Edit the selected Contact. The record is opened in a new browser tab | |
| Close the window |
When adding a link to a contact you need to find the contact that the link relates to, or add a new contact, and then specify the type.
Notes & Actions
Displays all Alerts, Notes and Actions assigned to the service. Further details on the functionality can be found here - 5. Notes, Alerts & Actions.
Files
Displays all Files linked to this service and any of the other provider's services. Further details on the functionality can be found in 24. Files.
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