Compliance - FOFA: Practice Service Packages - Service Packages: Adding a Service Package
Adding a Service Package Overview
To add a service package
- On the top right, ensure the search bar is set to Groups
- Type in the name of your group, then select it when it populates
- From the left-hand menu, select Custom Settings – Company Details – Assumptions
- Under Service Packages Description, Click Add
- Under Category, Select the Service Package you wish to add
- Enter a Description into the Description text field. Then click Save
- Under Service Offering, Click Add
-
Under Service Package – choose the service package you are setting up
Under Services Offered – choose the Service you want to add to this package
Under Services Offered Sub – Choose the frequency of the Service being offered
In the text Field, information about the Service Offered will automatically populate. You can over write this with your own text.
- Click Save
- Repeat steps 7 & 8 until all Service Offerings are added.
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