Create Service Booking Record(s)
- Jan Tenenberg
The next step in the Onboarding process is the optional creation of Service Bookings following the finalisation of all required Support Items. Maica offers two mechanisms to create Service Bookings, including:
Creating Service Bookings directly from the active Plan for a Participant
Creating Service Bookings directly from an active Service Agreement
Opportunity(this article describes this feature)
The inclusion of Support Items is done via the Product Management console by following the steps outlined below:
Open (or create) a new
Opportunityof typeService Agreement(as shown below)
Once created or selected, click the
Create Service Bookingbutton to bring up theCreate Service Bookingconsole (as shown below)
The
Create Service Bookingconsole will pre-populate all required Service Bookings grouped by Support Category based on the selected Support ItemsIt is possible to add or amend the pre-populated items by either adding additional Support Categories or associating Support Items for stated Bookings
The Create Service Booking console defaults to using only Support Categories but it is possible to select Support Items to create stated Service Bookings.
When selecting Support Items, it is valid to either select a Support Item for each Support Category or none for the creation of a Service Booking; it is not possible to create a mixed Service Booking.
This console will display warnings when Plan Budgets are going to exceeded although it will not stop the user from submitting these requests.