Informal Services

Informal Services are informal programs which do not require a Case in order to track an individual’s participation.

Instances of Informal Services offered at different times are called Informal Series (e.g. you may have a larger Informal Service called Educational Events and then set up an Informal Series called Educational Series Winter 2019 and Education Series Autumn 2019). There are no individualized session notes or billing but attendance can be recorded using the roster.

For more information on creating an Informal Series click here.

How to Add an Informal Service

1. From the My Home screen navigate to the Setup tab (right hand side).

2. Click Services List.

   

3. In the Informal Services section click Add.

   

4. Complete the required details on the Add Informal Service page.

   

5. Click Save.

How to Delete an Informal Service

1. From the My Home screen navigate to the Setup tab (right hand side).

2. Click Services List.

   

3. In the Informal Services section click the minus (-) icon next to the Informal Service you want to delete.

   

The Informal Service will be deleted if not in use. If the Informal Service is in use it can be deactivated instead.

How to Deactivate an Informal Service

If you don’t want to delete an Informal Service or you cannot because it is in use, it is possible to deactivate it so it can no longer be used.

1. From the My Home screen navigate to the Setup tab (right hand side).

2. Click Services List.

   

3. In the Informal Services section click the Informal Service name.

   

4. Click Edit.

   

5. Uncheck Active.

   

6. Click Save.