To add an incurred cost to a support provision case

Where 'assessment' and 'support plan' cases have been linked together, system configuration preferences provide an added level of control when capturing incurred costs i.e. the financial commitment of providing the relevant tenancy support service can either be mapped directly to the overarching assessment case, or ascribed instead to the linked support plan.

The procedure to add an incurred cost to a support provision case is as follows:

1. Using the Advanced search spy-glass (), select Support Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Support Case Details window is displayed.
3. Click on Costs. The Costs tab is activated.
4. Click on New Cost 2. The Case Cost window is displayed.
5. Where the cost is to be attributed to a linked support plan and not an overarching assessment case, activate the Support plan cost tick box provided; use the adjacent Support plan drop-down field to select the linked plan relevant to the incurred cost 3.
6. Using the Cost type drop-down field, select an appropriate parameter value to reflect the cost incurred during the support provision case e.g. Specialist Consultation Services, Staff Awareness Training, Satellite Surgery Travel Expenses, etc. 4.
7. Enter the cost Value into the field provided. The Up and Down arrows are available to increment or decrement the value, as required.
8. Enter the time commitment linked to providing the tenancy support service into the Minutes field.
9. Use the Details field to add contextual data in relation to the incurred cost.
10. Click on Confirm. The new entry is displayed in the Costs summary table.
11. Repeat steps 4 through 10 to add further incurred costs to the support provision case.
12. Click on Save. The Total cost and Total minutes accumulators are automatically recalculated to reflect the additional cost entries.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, company, status, support type) to ensure that the correct support provision case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 This option is inactive for support provision cases that are set to a status of Cancelled or Closed.

3 The availability of these options is steered by the system preference View and manage Support Plan cases from Assessment cases, and restricted to those support provision cases categorised as Assessment.

4 These custom values can be populated by the end user via the general lookup parameter entitled Support Cost Types.

See related topics...

Support provision cost management overview

To remove an incurred cost from a support provision case

To define a system preference value

To define a general lookup parameter value

Using the search facility