Service Arrangements Search

The Service Arrangements Search page can be a helpful tool in locating service arrangements created for specific cases, or payees, or created by specific workers.

Utilizing the Service Arrangement Search

1. Select Services from Global Navigation. Select Workload Inventory from Local Navigation. Select Service Arrangements Search from Task Navigation.  The Service Arrangements Search page displays.

2. Select the search criteria from the Search By drop-down menu.  

3. Click the Go button.  The Service Arrangements Search page fields are dynamic based on your selection.  

4. Enter the appropriate number or click the Select button.  Based on your search criteria one of following pages will display:

   • Select Person

   • Select Resource

   • Select Worker

5. Enter the desired search criteria.

6. Click the Search button.  The appropriate search criteria page displays with the results of the search. If needed, click the radio button next to the appropriate information.

7. Review the information for accuracy.  If the information is correct click the Select button. The Service Arrangements Search page displays.

NOTE: If the information is not correct click the Refine Your Search hyperlink at the top of the page.  Re-enter the information.  Click the Search button.  Once the correct information displays click the radio button and click the Select button to return to the Service Arrangements Search page.

8. Select the appropriate value from the Need Category drop-down menu.  The Service Arrangements Search page fields are dynamic based on your selection.

9. Select the appropriate value from the Need Type drop-down menu.

10. Select the appropriate value from the Service Arrangement Status drop-down menu.

11. Enter the Date Range using the <mm/dd/yyyy> format or calendar icon.

12. Click the Search button.  The Service Arrangements Search page displays with the results of the search.

NOTE: If the information is not correct click the Refine Your Search hyperlink at the top of the page.  Click the caret to Advanced Search.  Select the appropriate values from the drop-down menu(s) and date range.  Click the Search button.  The Service Arrangements Search page displays with the results of the search.