Services contain tasks and actions that will be used to define requests within a case. When requests for analysis on a case are entered, a type of Service to be completed is selected. One or more Services need to be configured before any Services can be used. To complete Service configuration, one or more Analytical Modules will need to be available. These can be either default modules supplied with installation or custom modules created with specific purposes in mind.
Add a Service
Open the Admin menu and select Services.
Click the Add Service button.
Set Service Details
Enter a name for the service (1) and select an Analytical Module (2) from the picklists. A new Analytical Module can be created by clicking on the plus "+" button to the right of the field. Select a Report Template (3) from the picklist, or create a new one by clicking on the plus "+" button to the right of the field. Select a Default SOP (Standard Operating Procedure) from the picklist (4). A default turnaround time can be entered in that field (5).
To define how the Initial Status of a new request of this type of service appears, select Started or In Progress (6). If this is an Active service, place a checkmark in the Active checkbox (7). To require a source on evidence, place a checkmark in that checkbox (8).
Draft Complete, Tech Review, and Admin Review milestones can be chosen by placing checkmarks in the appropriate checkboxes next to the desired milestones (9).
To add invoicing information, click the Invoice icon (10) and see the instructions below.
When finished, click the Save button (11).
Set Invoicing Information (Optional)
After clicking on the Invoice icon from the Add Service window, the Map Invoice window appears. Select Fee Per Service or Billed at Hourly Rate (1). Enter a Default Cost (2). The Default Hourly Rate and Default Total Hours fields are optional. Click the OK button (3) when finished. The Map Invoice window will close and the Add Service window will reappear.
From the Service Master grid, each Service listed on the grid can have the user permissions edited, the Service edited, or the Service deactivated by clicking on the appropriate Edit User Permission (1), Edit (2) or Deactivate (3) icon.
Assign Service Role Permissions
From the Service Master grid list of Services, click on the Edit User Permission icon for the related Service.
In the Edit User Permission window, select the role from the Available Roles list (1). Place a checkmark in the checkboxes next to each permission for this Service that should be granted to this role, or place a checkmark in the checkbox next to Permissions to select all of the available permissions. Repeat these steps with the other listed roles, if desired. Click Save (3) when finished.
Add Custom Milestones to Draft Complete, Tech Review, and Admin Review
To add a customized Milestone to the Draft Complete, Tech Review, or Admin Review stage for a Service, the Milestone must be added to the Milestone Checklists. To access the Milestone Checklist screen, open the Admin menu, go to the Demographic submenu, and select Milestone Checklist.
On the Milestone Checklist screen, click the Add Milestone Checklist button (1). Type in the Milestone Checklist item and click Save (2). Each Milestone Checklist is a separate entry that will appear on the Add Service and Edit Service windows.
After creating the Milestone Checklist items, return to the Service screen (on the Admin menu, select Services). In the Add Service or Edit Service windows, the Milestone Checklist items will appear in the Draft Complete, Tech Review, and Admin Review grid list tables. Select Milestones to be used for one or more of these three workflow steps, then click the Save button. The Milestones will then appear in the Draft Complete, Tech Review, and/or Admin Review windows when those workflow steps are reached by the user.
Export or Print the List of Services
To export the list of Services to HTML or Excel, or to print the list, click on the Export icon.
The list of Services will appear in HTML format on a separate web page. From there, click the Print button to print the list, or click the Export to Excel button to perform that task. If the Export to Excel feature is used and the user has Excel installed on the computer, there will be an option to open the list in Excel. Otherwise, the file can be saved as an XMLReport.csv file.