Section Fifteen -Adding Additional Services & Ending Existing Services To end an Existing Service- Navigate to the tab of the window of the module “Services” “Services” “Customer” Select the you wish to close “Service” Enter the End Date” “Actual Select “Save” To Enter a New Service- Select Service” “New You will now be automatically re-directed to a new page Select the Info” tab “General Select the drop down menu and select Provider Default” “WIB” “NYESS Enter Name” “Provider Select “Search” From the search results, select the appropriate service Select “Schedule” You will now be automatically re-directed back to the Services page you started on In the section on the left side of the page, add: “Detail” The Start Date” “Planned The Start Date” “Actual The End Date” “Planned Select Career Services” under Service Type” “Individualized “Program Select “Save” To enter funding for the new Service Select the service you wish to add funding to Under the section, enter in the Funding” field “Funding” “$1.00” “Total Select “Add” A web page dialogue pop-up box will appear Filter the funding source by selecting “Level” Select the appropriate funding source for your customer Enter into the Amount” field “$1.00” “Obligated Select (the box will close) “OK” Select “Save” Helpful -
Section Fifteen -Adding Additional Services & Ending Existing Services To end an Existing Service- Navigate to the “Services” tab of the “Services” window of the “Customer” module Select the “Service” you wish to close Enter the “Actual End Date” Select “Save” To Enter a New Service- Select “New Service” You will now be automatically re-directed to a new page Select the “General Info” tab Select the “WIB” drop down menu and select “NYESS Provider Default” Enter “Provider Name” Select “Search” From the search results, select the appropriate service Select “Schedule” You will now be automatically re-directed back to the Services page you started on In the “Detail” section on the left side of the page, add: The “Planned Start Date” The “Actual Start Date” The “Planned End Date” Select “Individualized Career Services” under “Program Service Type” Select “Save” To enter funding for the new Service Select the service you wish to add funding to Under the “Funding” section, enter “$1.00” in the “Total Funding” field Select “Add” A web page dialogue pop-up box will appear Filter the funding source by selecting “Level” Select the appropriate funding source for your customer Enter “$1.00” into the “Obligated Amount” field Select “OK” (the box will close) Select “Save” Helpful -
nyess_master_training_guide.docx