Creating a Service

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Once you have created a employer, a member or member account, you can create a service for them. 

To create a service:

  1. Using the search box in the top nav bar, find the record (employer, member or member account) for which you want to create a service.
  2. Click the customer's name or account from the results.
  3. Click the  icon in the side nav bar to get to the Services tab.
  4. From the Services tab, click the  icon to create a new service. The Add Service popup will appear.
  5. Complete the details for the new service (required fields appear in red).
  6. Click Save. Or if you want to immediately start a process for the service, click Save & Start a Process.
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