You can use the Linked Duties feature to link multiple employees and service locations to a single service duty record. This allows you to manage complex care arrangements in which a main service duty needs to coordinate multiple care providers and care recipients.
⚠️Important: You'll need the linked duties modal and function enabled to view this. Please contact support to enable this.
To add linked duties, follow these simple steps.
Click Service User, then click Service User.
Click Find, then select the relevant record.
Select the Service Order tab, then select the relevant order.
Select the Service Requirement tab.
Select the service type to be a parent linked duty type.
Select the linked service location tab.
Select the plus icon, then complete the required fields.
Click Add to add the linked duty to the service requirement.
Click save.
📌 Note: When selecting the Service Type, you cannot select the service type that has the Linked Duty setting enabled against it. For example, if Linked Duties is enabled on Escorted Outings, you cannot select Escorted Outings from the dropdown when creating a linked duty.
The linked duty creates a service requirement record on the linked service location. This record is read-only against the service requirement.
Configure Linked Employee Defaults
When adding the first linked employee to the duty, the branch and area dropdowns default to the selected branch and area of the main duty service location. The service type and service requirement type also default to the main duty record.
When you add another linked employee after adding the first one, the service type and service requirement type dropdowns default to the last values from the employee.
When you leave and return to the record, the service type and service requirement type dropdowns default to the last inserted record.
Configure Linked Service Location Defaults
When adding the first linked service location to the duty, the branch and area dropdowns default to the selected branch and area of the main duty service location. The service type and service requirement type default to blank.
When you add another linked service location after adding the first one, the service type and service requirement type dropdowns default to the last values from the service location.
When you leave and return to the record, the service type and service requirement type dropdowns default to the last inserted record.
View Linked Duties on Timeline
When you hover over a linked duty in the timeline, an icon appears on the tooltip to indicate the duty is a linked duty.
When you click a linked duty, an icon appears on all duties that are linked together. The icons appear whether you click the main duty or a linked duty.