Services are configured at the system level on the Service Definition screen. All services that are configured at the system level will appear as services for a new policy.
By default, each service will have a Policy Setting of <Not Available> for a policy created using <Define A New Policy>. The policy status can then be changed as required to either <In Policy> or <Available>.
If the new policy was created by <Copying An Existing Policy> the policy status on the copied policy is retained and can be updated as appropriate.
If a service has a Policy Setting of:
<In Policy> - it will be available to all assignments with this policy and will be defaulted as "In Policy": at the assignment level.
<Available> - it will be available to all assignments with this policy for service authorization.
<Not Available> - the service is not an optional service for assignments with this policy.
The Portal Special Instructions section allows you to designate special instructions to a User who is authorizing services via the Portal. When the Require Special Instructions checkbox is checked, the User authorizing the service is required to provide additional information if they authorize that service. This is typically used to collect additional information about the service being authorized. For example, ensuring you have the annual salary to calculate the employee’s onetime Allowance.
Note, the use of the Portal is optional and is covered in the Portal Configuration section on the Configuration tab.