Manage an expired Service

Each time DSS announces changes to funded programs you may need to add new services or set existing services to inactive.

If you wish to set existing service to inactive follow the below process.


Step 1. Log into your CRM database (refer to Logging On for further information).


Step 2. Select Funding Sources from the Top menu.

Funding Source


Step 3. Identify the funding source you wish to manage

Click on the edit icon for the funding source.

Click edit on required funding source


The Funding Source details are displayed

Services List


Step 4. Edit the SERVICE you no longer wish to use


edit service

The service fields are displayed

Completed Service



Step 5. Set the service STATUS to Inactive

Service Status drop-down


Step 6. Save the service record

Inactive Service

Tip: By setting the service to inactive it can no 
longer be selected by caseworkers


Further information

For further information, refer to the following articles:

Updated on June 4, 2018

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