Admin - Offering Components

Overview

Offering Components are the various tasks and outcomes we charge for in order to deliver an Offering Outcome to the client. An Offering Component can be a part of any number of Offering Outcomes. The Offering Components page shows a list of Template Components that can be added to an Offering Outcome, and then edited from that view.

Permissions

As a user with Component permissions, you will be able to Create, View, Edit and Delete Components from the Portal.

If you have the required permissions you can access Offering Component Templates from the Administration Menu. Under Offerings, select Offering Components.

Create a Component Template

Creating a new Component Template is as simple as clicking on Offering Component in the Administration Menu and then clicking the + Add Component button.

The following details define a Component:

• Title (Name)
• Description
• Estimated Units
• Budget
• Law Sub Area

After a Component Template has been created it can be assigned to an Offering Outcome from the Offering page.

Edit a Component Template

To edit a Component Template simply click on the Component Template you wish to edit and you will be presented with the Component Template modal.

From here, click on the detail you want to edit, make the change and click the green tick to confirm your change. Any future additions of this Component Template to an Outcome will reflect the changes.

Make a Component Inactive or Active

You can't delete Offering Components, but if a Component should not be used, you can change its status to Inactive. Simply edit the Component and click the Make Inactive button in the top right.

Inactive Components can be made active again by the same process, but this time clicking the Make Active button.