---
title: "TRIPS Web - Organisation Settings - Service Agreements"
description: "This article explains how to enable and use the new Service Agreement fields for CHSP funding types (or other funding types if applicable)."
canonical_url: "https://support.caremaster.com.au/articles/trips-web-service-agreements-QeKtfnUSPZ"
md_url: "https://support.caremaster.com.au/articles/trips-web-service-agreements-QeKtfnUSPZ.md"
---
# TRIPS Web - Organisation Settings - Service Agreements

This article explains how to enable and use the new **Service Agreement** fields for CHSP funding types (or other funding types if applicable).

## **Enable Service Agreement Fields**


1. Go to Organisation Settings.
2. Select Manage Funding Types.
3. Click the edit icon on the applicable funding type.
4. Toggle *“Service Agreement field is mandatory”* to ON.
5. Save.

 ![Click on the edit action button](https://support.caremaster.com.au/api/attachments.redirect?id=eb1823d2-e5b4-45e3-a517-e2920fed3305)

Once enabled, all new clients added under this funding type must include Service Agreement information and will be marked as *“Pending”* until updated by a user. 

## **New Fields When Creating a Client**

When creating a client using a funding type with the mandatory field toggled on, two new fields will appear:

* **Service Agreement Start Date**
* **Service Agreement is Pending**

To save the client, the user must:

* Enter a start date, or
* Tick Service Agreement is Pending

 ![Enter either a start date, or if agreement is pending, mark "pending" checkbox](https://support.caremaster.com.au/api/attachments.redirect?id=c9285c2a-b921-4f75-8b96-6f4c08618cbb)

**IMPORTANT:** If neither is completed, an error message will appear when saving.

 ![](https://support.caremaster.com.au/api/attachments.redirect?id=94d90969-8128-41d1-97f4-93e675104429)

## **Viewing Service Agreements on a Client Profile**

### **If a Start Date Was Entered**

Under Funding Details, the Service Agreement field will show:

* The start date
* A colour indicator:
  * **Green** if the date is within 12 months
  * **Red** if the date exceeds 12 months (prompting that a review should be done)

 ![](https://support.caremaster.com.au/api/attachments.redirect?id=b76f6e87-eef2-43f0-bada-c753fc3e5e6f)

 ![](https://support.caremaster.com.au/api/attachments.redirect?id=d5cd15e4-cabd-4979-b49c-3b32baddbb7d)

### **If Marked as Pending**

Under **Funding Details**, users will see:

* The label Pending
* A yellow highlight indicating pending status

 ![](https://support.caremaster.com.au/api/attachments.redirect?id=34193279-058a-492e-8294-ebaf64e5dedb)

## **Updating Service Agreement Information**


1. Open the client profile.
2. Go to Funding Details.
3. Click the edit icon.
4. Update the relevant fields. 

 ![Click on the "Edit" icon](https://support.caremaster.com.au/api/attachments.redirect?id=d29442d3-6dd7-4d31-8f54-eed4103516a9)

### **Update a Start Date**

* Enter the new date.
* Click Save.
* The field will now show the entered date on the client’s profile.

### **Change Pending → Start Date**

* Enter a start date.
* The Pending checkbox will automatically untick.
* Save.
* The field will now show the entered date on the client’s profile.

### **Change Start Date → Pending**

* Tick *“Service Agreement is Pending”*. This will automatically remove the start date
* Save.
* The field will now show as *“Pending”* on the client’s profile.

 ![Either add a start date, or mark as pending before clicking on "Save Details"](https://support.caremaster.com.au/api/attachments.redirect?id=59ac0713-6e8a-4077-af17-6a31108ddbce)

### Removing a Funding Type with a Service Agreement 

* Click on the x icon next to the relevant funding type. 
* Select a finishing reason. 
* The service agreement field will be removed. 

## Reporting

The new “Service Agreement Start Date” is pullable in the Customer Report Builder. This field can be added to a report and rules added to show you either clients who have a start date entered, or clients whose agreement remains as pending. 

* Select the “Clients” module in the Custom Report Builder 
* Remove/Add the fields you would like to include in your report. Make sure to add the new `“service_agreement_start_date”` field 
* As well as adding a rule of `“deactivated_at”` is empty, also add either of the following rules: 
  * `“service_agreement_start_date”` is not empty, which will show you all clients who have a start date entered for the service agreement OR
  * `“service_agreement_start_date”` is empty, which will show you all of the clients who hold a pending status on for their service agreement 

    

 ![](https://support.caremaster.com.au/api/attachments.redirect?id=7be88c34-6633-4bcb-9c22-94ecaf882218)