Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.

Note: This is only applicable if you have the static security permission framework. If you have the flexible security permission framework, these areas will not be available for you and hence please refer to the relevant articles for more details. 

This section allow you to add and edit your current Service Profiles within your Organisational Structure.

To create a new Service Profile, follow the steps below.

  • STEP 1: Go to Menu > Administration > Client Details > Service Profile.

  • STEP 2: Click on the New button.

  • STEP 3: Enter a name for your new Service Profile and link the Business Unit which the service profile is part of. You may add an optional description.
    You may also have the ability to enter in further details of the service profile through the Current and Future Approach tabs.

  • STEP 4: Click on the Save button.

Use the Edit or Delete buttons to modify or delete a saved record. Remember that you will not be able to delete any records that are linked and have mandatory dependencies.


Note: A red asterisk next to a field name indicates that this is a mandatory field.

Image RemovedUG Footer 2024-20240103-072111.pngImage Added