Once you have created a service, you'll need to manage it through its lifecycle.
To edit a service:
- Using the search box in the top nav bar, find the record (employer, member or member account) for which you want to edit a service.
- Click the customer's name or account from the results.
- Click the icon in the side nav bar to get to the Services tab.
- From the list of services for the client, click the icon next to the service you want to edit. The Edit Service popup will appear. Note: if you know the service name, you can search directly for it in Step 1 above (it will be represented by a icon).
- Edit the details for the service (required fields appear in red).
- Click Save. Or if you want to immediately start a process for the service, click Save & Start a Process.