The Global Services List is the resource screen for adding and creating services, determining how and where they appear, and what they will require of staff during the recap or documentation process.
Because the Global Service list plays such a key role in day-to-day operations, compliance, and billing, the Administrator (411 Role) is required for making any edits to this list. Residex Support staff can assign this Administrator role, in collaboration with your company administrators - please note this role is typically restricted to as few users as possible.
Navigate from the RTasks Today Screen > +More > Administration > Global Services.
Considerations to keep in mind
- A 'lean' service list means less scrolling for users, easier service tracking and accounting
- Create variations of a service if billing requires different rate or charge types
- The use of service snippets, used in conjunction with a service, can create variations on instructions for that service without making additional services