Skip to main content
All CollectionsCase Management System🏠 Services
How do I add a service on behalf of another organisation from the case management system?
How do I add a service on behalf of another organisation from the case management system?

Sometimes you might need to add in services for another organisation to get them on the Joy system. This guide will show you how!

Support at Joy avatar
Written by Support at Joy
Updated this week
  1. Head to the ‘Services’ tab on the left-hand side

  2. Select ‘Add service’ 👇 in the top right-hand corner

  3. Click 'Provided by another organisation' 👇 meaning this is a service run by another company that you are adding to your directory of services

    Capture-Oct-24-2023-12-38-51-6911-PM

  4. Add a specific weblink 🌐 to the service page and select ‘Next’ 👇

    • If the service does not have a webpage, tick the box marked ‘This service does not have a weblink’ ☑️

    • If the link you provided has been used by another service, it will pop up for you to ensure you are not posting a service that has already been listed

  5. Search for the organisation that provides the service 🔍 and select it 👇

    • If the organisation you selected has other services, these will come up for you to ensure you are not posting a service that has already been listed

    • If the provider is not on the list, scroll to the bottom of the drop-down menu and select ‘Create new provider’

      Capture-Sep-18-2023-12-29-17-9278-PM

  6. Hit ‘Confirm’ 👇 once you have confirmed the organisation is correct

  7. Fill in the service information by selecting 'Create new entry' under their listed services and select ‘Next’ 👇

  8. Ensure at least one field of the service contact details is filled out and the box beside it is ticked ☑️ and select ‘Next’ 👇

  9. Review the information given and select ‘Confirm and save’

  10. You have created a new service! 🎉

Did this answer your question?