The Academy

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Service Plan *


There are several tabs when creating a new service plan item, here is a summary of them.

GeneralAll the basic information required such as Name, Position, Category, Start/End Date, Active, and description.
Data collectionConfiguration required for data collection. Depends on the type of data collection selected.
ChartConfiguration required for charts. Includes the Datasets and X/Y Axes details.
ObjectivesList of objectives for this service plan item and its current progress and monitoring rules.
BaselinesList of all baselines collected for this service plan item.
RecommendationsAll the recommendations given for this service plan item will later be passed on to the rest of the providers associated with the case.
Imported DataRaw data is to be imported into the system. Useful when bringing data from another source other than the platform.