Service Status

A Service can have the following Statuses: Inquiry, Active, Inactive and Discontinued. The Status typically changes at least a couple of times during its life; sometimes, the Status will change a number of times, reflecting the overall activity and nature of the situation. For example, an Active Service may become Inactive for a week while the Client is in the hospital, then return to being Active the following week.

The Status of a Service is set in the Times For Service form. In fact, a Service’s Status is really just the Status of the Time Pattern that is in effect at any given time.

Status	What does it Mean?
Inquiry	Client has not yet committed to Service. An Inquiry Status means that, even if there are Times for Service entered, they will not be included in Open Shifts reports, etc. This Status also applies to any time period before the first Time Pattern, or if there are no Time Patterns.
Active	Client has (or is about to have) Shifts that need to be scheduled. When you add the first entry in Times For Service, you’ll see the Status change to Active, even before you’ve entered any times.
Inactive	Temporarily not Active. In other words, the Service is not Active for this period, but it is expected to return to being Active in the future. Typically, you would put in a Status of Inactive and add another Time Pattern with Status of Active for when they return.
Discontinued	Not expected to return to being Active. Typically used for Clients who have moved away or died. However, you can still change a Discontinued Service to an Active Service at any time.

To change the Status of a Service, open the Times for Service form. Click on the Add button. A date selector will open, allowing you to choose the date that the new Status is to go into effect. Select the date, and a new Time Pattern will appear. It will start out having a Status of Active with no times. Click on the arrow next to the Status field and choose the Status you want the Service to have, starting on the effective date you chose.

If you change the Status of an existing Time Pattern, the times entered may go away, depending on the status chosen. If you change it to Inactive or Discontinued, the times will be blanked out; if you change it to Inquiry or Active, the times will not be altered. It is generally best to add a new Time Pattern to change the Status of a Service, as this maintains the history of Status changes that the Service goes through.

An Active Status can be changed to Inquiry without losing the Time Pattern that has been entered. This is handy when you are working on converting a prospect, as you can put in the times without having it show up in your Open Shifts reports. Activating the Service is as simple as changing the Status of the Time Pattern to Active (along with any adjustments to times or effective date that may be necessary).

In some cases, you can also change the Status of a Service directly from the Planner. You can add a Shift directly onto an Inactive Service Planner, and the Rosemark will automatically make it Active for that week, and return it to being Inactive the following week. In that example, if you wanted it to remain active, simply go into the Times For Service and remove the last Inactive Time Pattern and you’re done.

The following sections explain how to work with Time Patterns. In the section entitled Scheduling, we’ll look at the techniques for Assigning Shifts and changing the schedule directly on the Service Planner, by adding, adjusting and deleting Shifts.