You will need the Full Write Service Plans permission to perform these actions.
When creating a service plan, a service type is required. A service type indicates the following for a plan:
How often the plan is scheduled (i.e. weekly, bi-weekly, monthly, etc.)
Which teams can be scheduled to serve
Templates that can be used to speed up service plan set up
Default attachments that should appear
Creating/Editing Service Types
From the left-hand navigation, click Service Planning and stay on the Service Types tab to view the list of available service types.
From here, you can create a service type by clicking the + Add Type button, or edit an existing type by clicking the three-dot menu on its card and choosing Edit.
The Add Service Type dialog has the following tabs:
General
This tab contains basic information about the service type.
Name — the name for the service type.
Description — notes and comments related to when this type should be used.
Frequency — how often plans of this type are expected to be created. This is used to determine the dates for plans when created in bulk.
Default? — only appears if the type being edited is not currently the default type. If yes, this type will be selected by default when creating new service plans.
Teams
This tab can be used to indicate which serving teams are normally scheduled on the plan. Add those teams to the service type by searching or clicking choose from a list of serving teams.
Notes
This tab is for Item Notes and Plan Notes. Item Notes are specific to each order-of-service item and appear only on plans of this type. Plan Notes apply to an entire service plan (not just order-of-service items) and also appear only on plans of this type.
Templates
This tab allows the creation of templates. Essentially, a template is a service plan without dates/times that can be used as a blueprint for new plans. Templates are saved order-of-service and team volunteer configurations, plus serving notification settings, that can be loaded into new or existing service plans. This helps save time by having common set ups quick to create.
Files
This tab allows files to be added that will automatically appear on all plans of this service type.
