The Informal Series List page provides an overview of all your agency’s Informal Services and Series. The list can be accessed from the Worker’s My Home page by clicking the Setup sidebar on the right-hand side of the page and choosing the Informal Series List.

The following information and functions are available on the Informal Series List page:

  1. Informal Service/Series search

  2. List of Informal Service/Series

  3. Information relating to Series Status, assigned Primary Worker, Start date, Rosters and Events

  4. Add Informal Series

  5. Remove Informal Series

It is important to note that the Setup sidebar will only appear if you have been assigned to a Security Class with one or more Setup Security Settings activated.

What’s an Informal Service?

Informal Services are informal programs that 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.

How to Add an Informal Series

For more information on adding an Informal Series click here.

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