SUMMARY:
The Service Delivery – Quick Entry feature allows users to quickly assign Regular Service Items to multiple Participants at once. Cascading Service Items are not supported.
Steps to Use:
- Navigate to Participants > Service Delivery – Quick Entry
- Select a Program, Instance, and Date Range
- The system checks for enrolled Participants in that Program/Instance within the selected date range
- If no one is enrolled, a red warning message will appear
- Service Delivery can only be assigned if the Participant is enrolled
Prerequisites:
Only Regular Service Items can be assigned
Staff Permissions Required
- Navigate to Staff > Manage Staff
- Select a Staff Person
- Under the Program Assignments Tab, ensure the staff person has access to the necessary programs