Use this tutorial to view or update the details of other services identified for IFSP meetings on the IFSP Meetings page.
Complete the following steps to perform this tutorial:
Display the IFSP Meetings page.
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NOTE: This page contains collapsible data. Sections can be collapsed by clicking the [-] beside the section heading. Click the [+] to expand the section. Depending on the method of access and your current permissions, the page displays differently and some information may be disabled or unavailable. |
Double-click on a meeting in the IFSP Meetings table. The page refreshes and displays detailed information below the table.
View the selected meeting date and status in the IFSP Meetings section heading.
Use the function buttons to manage the IFSP meeting:
Click Cancel Meeting to cancel a scheduled IFSP team meeting.
Click Reschedule Meeting to reschedule a scheduled IFSP team meeting.
Click Household Worksheet to display the Household Date Worksheet in PDF format.
Click Print IFSP to display the Individualized Family Service Plan in PDF format for finalized meetings.
Click Finalize IFSP to finalize an on-going IFSP team meeting.
Click Delete Meeting to delete a scheduled IFSP team meeting.
Click Schedule Meeting to schedule a tentative IFSP team meeting.
Click Amend IFSP to modify IFSP meeting attendance within 60 days of the meeting date. All meeting types can be amended by case administrators only. For more information about amending meetings, see the Amendment Information topic.
Click Cancel Amendment to cancel the amendment to the IFSP meeting.
Click the Other Services link. The page refreshes and displays the Other Services table.
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NOTE: Depending on the status of the selected meeting, the data displayed on the page may be read-only or unavailable. Meetings with a status of On-going or Scheduled can be updated; however, some information populated from previous meetings is view-only. Meetings with a status of Finalized are read-only and cannot be updated. For meetings with a status of Tentative, Cancelled, or Rescheduled, this page is not available. |
Double-click on a service in the Other Services table. The page refreshes and displays detailed information below the table.
View or update the service details:
In Service Description, enter additional descriptive information.
In Start Date, enter the date on which the activity begins. When updating detailed information, the start date may be disabled. For more information about entering dates, see the Calendar Controls topic.
In End Date, enter the date on which the activity is completed. For more information about entering dates, see the Calendar Controls topic.
In Funding Source, enter the source of funding for the activity.
In Provider, enter the name of the service provider.
In Comments, enter additional comments or details. At least one character must be entered, and up to 1000 can be entered as necessary.
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NOTE: Asterisks (*) indicate which fields are required on the page. If required information is missing, an error message displays at the top of the page after saving the data. |
Click the Save button. The page refreshes and displays the new information in the Other Services table.
Version 1.6
