Service Profiles link the services provided by the organisation to its corporate goals and outcomes. In this way, the links are transparent to external stakeholders and to internal staff who deliver the services on the ground. Before defining your services, you must first determine the level at which you wish to report. That is, you must start with the end in mind.

Go to Planning > Service Delivery to access service profiling.

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Figure 1.1

Service Profile Groupings allows you to group your services into categories. To do this, go to Service Delivery > Service Profile Grouping.

The mandatory fields are Service Profile Grouping name and Responsible person. The rest of the fields are optional.

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Figure 2.1

You can now link the Service Profile from within the respective Service Profile area to the Group by selecting the group from the drop-down list, as below.

New Services must be added from this area, but you can edit existing services from within the Corporate Business Planning > Service Profile area.

Once the record has been saved, you will notice the activation of additional text areas for entering data.

Select a Reporting Year. Enter the number of FTEs into the blank text field. Click the Add button.  

The other elements of Service Profiles relating to Budget and KPIs are drawn from other areas of the database. As the Service Profile is a mandatory field on the Actions form, this is an integral part of the setup of your integrated planning system.

You may now have the ability to further define the specific approaches undertaken by this Service Profile through the Current Approach, Future Approach and Action Budget tabs as shown below

The Action budget area allows you to specify budget details for Actions linked to the Service Profile. For each action, Income and Expenditure can be recorded against each reporting year. The NET figure on Income/Expenditure will be auto calculated.