Manage services is home to all of your services in Schedule Xpress. You can Add, Delete or Export your services from this section.

In this article, we'll look into the following on Manage services in Schedule Xpress:

Finding your Manage services

Manage services

Exporting services to PDF

You can find your Manage services on the command strip on the left-edge. It appears as a briefcase.

Note: You may have labelled services by a different name in your Custom & Reference Labels, which will subsequently change the title.

Your services will be listed in the Manage services section.

You can use the search bar to search for a specific service.

You can use the Service status filter to search for:

Press Apply to activate your choice.

You can use the Show services filter to search and show any service(s). You can check mark as many services as you'd like to show.

Press Apply to activate your choice(s).

If you've chosen a filter to display, you can click Clear all filters to remove them. This will show all of your services data again.

You can select and deselect columns to display using the 3 dots at the top-right of the grid.

If you want to add a new service, you have two options inside of Manage services:

Let's break down both options.

You can find Add service towards the top-right corner of the Manage services section.

Inside, you'll be able to define three sections:

Press Save to complete, and the new service will appear in your Manage services list.

You can find Quick add multiple towards the top-right corner of the Manage services section.

The only detail you need to include is the service name.

You can press Add service to add more lines so that you can add multiple services at once.

See example below of adding multiple services.

Whether you choose to add a single service or multiple, ensure you press Add services to create them.

Making a service Inactive means that you no longer need to use the service in your Schedule, but still retain all the past history of associated shifts.

If you want to make a single service Inactive, click into the service profile, change the Status to Inactive, and click Save.

If you want to make multiple services Inactive, check mark them in your services list. Then, click Update services in the top-right corner.

You'll need to check mark Status in the Select fields to update.

Then choose the Status as Inactive and Update services to complete.

If you want to delete a service, check mark the service, click your wrench tool and press Delete service.

Note: We don't encourage that you delete services if they have past history, such as they've been applied to shifts in your Schedule. The system will warn you that you need to delete the shifts associated in order to delete the service, which means you'll lose all the prior shift history. The best option is to make your service Inactive if it's no longer needed.

You can also delete a service from within a service profile.

You'll be asked to confirm that you definitely want to delete the service. Once you proceed, you'll be given a confirmation that your service has been deleted.

You have the option to export your services to PDF using the Export PDF option under the wrench tool. Ensure you chosen your columns to display prior to exporting, as the information in your export will be the same as displayed on screen.

When you click Export PDF, the system will generate a PDF. See an example below.

You can Download or Print the PDF.

For more information on your Manage services module, please Contact Support now!