You can view a video walk-through of the updated Service Tracker by clicking here.

The intention of the Service Tracker is to provide a method for service providers to be able to connect multiple clients easily to specific services. Examples of when this is useful include larger connection events, at service centers where many clients might be coming to receive the same services, or encampment outreach where workers might be providing food and hygiene items to everyone present. Regardless of the reason, the Service Tracker enables you to provide up to 12 services at a time to many clients.

If your project has more than 12 services available, you can choose which ones show up on the Service Tracker page by tapping the service icon and then checking or unchecking the desired services. In the last picture above, you can see that services highlighted in green at the top are the ones selected. The services with a red stripe are available, but not selected. Once you’ve chosen the services you want to apply to clients, tap on the search icon at the bottom left.

After tapping on the search icon, select the client from the list of options that pop up (or create a new one if they are not already in your system). For existing clients, tapping “View Client” here will assign those services to the client. You’ll then be brought back to the Service Tracker screen where you should see a box at the bottom that indicates the services have successfully applied. Repeat these steps for any other clients you are applying the same services to.