Managing Service Assignments

1 min read

Table of Contents

Create Service Assignment Template
Connecting Template to Service
Assigning Members to Service Assignment

iServe allows you to assign members to custom service assignments. This feature allows members to see upcoming assignments on their app homepage and receive email reminders the day before they are assigned to lead.

Create Service Assignment Template #

A service assignment template must be created and connected to a service. To create a template for a service, follow these steps:

Step 1. Sign in to iServe

Step 2. Go to “Other > Services” (See Figure 1).

**Figure 1**: Link to “Other” on home screen

Step 3. Scroll to the bottom, to the “Service Assignment Templates” section

Step 4. Click on the “+” icon to add/create a new template

**Figure 2**: Button to add/create a new template for service assignment

Step 5. On the pop-up window, type a “Template Name” and list the different positions that members can be assigned. (Figure 3).

**Figure 3**: Create Service Assignment Template

Step 6. Separate multiple positions/assignments with the vertical slash or pipe character (usually over the backward slash on the keyboard) (Figure 4).

**Figure 4**: Name and positions for template

Step 7. Once complete, click “Save”.

The template should be seen on the list and is now available to be connected to a Service so that members can be assigned to the positions/tasks.

Please note: Templates cannot be edited. If you make a mistake or need to add another position, it is easy to delete the erroneous one and create another template.

Connecting Template to Service #

In order to assign members to service positions, the template must be connected to the Service. To connect a template to service, first create the template (see above) and then follow these steps:

Step 1. Sign in to iServe

Step 2. Go to “Other > Services”

Step 3. Scroll down to “Service Types” and click the hamburger menu icon by the service to which you want to assign a template, and click on “Edit” link (See Figures 5 & 6)

Figure 5: Hamburger icon to edit service type

**Figure 6:** Edit link for service type

Step 4. Select the service assignment template you wish to connect to the Service Type.

Assigning Members to Service Assignment #

Step 1. Sign in to iServe

Step 2. Go to “Other > Services”

Step 3. Click on “Assignments” next to the service you wish to give an assignment to members (See Figure 8).

**Figure 8:** “Assignments” link next to scheduled service in list

Step 4. Select the position and the member you wish to assign from the pull down menus (See Figure 9). All available positions will show until a member is selected and assigned to that assigned position. All members will show in the pull down.

**Figure 9:** Pop-up box to select the position and member assignment.

Step 5. Click on “Save”.

The members selected and assigned to a specific position/role will receive an email reminder 12 hours before the assigned services is scheduled to occur.