Note: Rapid Re-housing service transactions require additional steps. See program-specific workflow for details.
Go to your client’s record by searching for name or client ID.
Once you are in the client record, go to the Service Transactions Tab.
Click on Add Service, even when entering a service referral. The system will automatically create a corresponding need for each service, so it will not be necessary to select Add Need.
Enter the necessary information and click Save & Continue.
Additional sections will appear. Most of these sections are comprised of optional data collection elements. You are only required to enter the Need Status, located at the bottom of the screen.
Remember, you may access your services at any time from the Service Transactions tab. Click on View Entire Service History to see all services entered for your client. You may edit or update by clicking the pencil to the left.