Auto-Add Services

Approved staff can trigger the automatic adding of services after login or completion of a registration or similar activity.

Edit/Deactivate Location

  1. Navigate to Admin Tasks > ServiceLink tab > Auto-Add Services tile. The Auto-Add Services page displays.
  2. Click the Edit button for the application location. The Edit Location page displays.
  3. Activate or deactivate the location by selecting Yes or No in the Active box. Do not edit the location Name.
  4. To save changes, click Save.

Activate Auto-Add Services for Enrollments

  1. Navigate to Admin Tasks > ServiceLink tab > Auto-Add Services tile

  2. Click the desired link in the Location column to select services to be automatically added by enrollment. The Program Enrollments page displays.
  3. Select the program that will allow the automatic addition of services and click the Edit button. A list of program-specific services displays.
  4. To select a service(s) to be auto added, select either In Progress or Completed from the status drop-down list.
  5. To save your selections, click Submit.

Deactivate Auto Add Services for Enrollments

  1. Navigate to Admin Tasks > ServiceLink tab > Auto-Add Services tile

  2. Click the desired link in the Location column to select services to be automatically added by enrollment. The Program Enrollments page displays.
  3. Click the Edit link next to the program enrollment affected. The list of program-specific services displays.
  4. Find the service you wish to deactivate and select Do not auto add from the drop-down list.
  5. To save your changes, click Submit.