You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.
IMPORTANT: Upcoming Changes in CAREWare > Learn More
Home > Contracts and Services > Contracts > Custom Service Categories
Custom Service Categories
print icon

Purpose

Create service categories for tracking non–Ryan White services.

Who should do this

CAREWare administrators with access to Central Administration and service/contract setup.

Use this guide when you need to

Add a custom service category and make it available when creating subservices in Subservice Manager.

Main warning

Use a name that is clearly distinct from HRSA-defined service categories. Custom service categories and their subservices are excluded from HRSA reports.

 

Quick path
Administrative Options > Service/Contract Setup > Custom Service Categories Manager > Add

Before you begin

  • Log into the Central Administration domain.
  • Confirm that you have permission to access Administrative Options and Service/Contract Setup.
  • Choose a category name that cannot be confused with an HRSA-defined service category.

Create a custom service category

Step 1. Log into the Central Administration domain.

Step 2. Click Administrative Options.

Step 3. Click Service/Contract Setup.

Step 4. Click Custom Service Category Manager.

Step 5. Click Add.

 

Custom Service Category Menu Options

Item

When to use it

View

View an existing custom service category.

Edit

Edit an existing custom service category.

Add

Add a new custom service category

Delete

Delete an existing custom service category.

Back

Return to the Service/Contract Setup Menu.

Print or Export

Print or export the list of custom service categories.

Column Visibility

Hide or show columns in the list of custom service categories.

 

Step 6. Enter the name of the custom service category.

Step 7. Click Save.

How to confirm it worked

  • The category appears in Custom Service Category Manager with Active set to Yes.
  • The category is available in the Service Category list when adding a subservice in Subservice Manager.
  • A subservice created under the category can be activated for a contract.

Related References

Document

Use it for

Contract Manager

Activate subservices for contracts and review contract setup.

Subservice Manager

Manage subservices for contracts.

 

 

Feedback
0 out of 0 found this helpful

Attachments

CAREWare_User_Guide__Custom_Service_Categories.pdf
scroll to top icon