| Name | Service Type | Description | Templates | Status | Actions |
|---|---|---|---|---|---|
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| Seq | Code | Description | Required | Conditional | Deadline | Assignee Role | Depends On | Result Fields | Actions |
|---|---|---|---|---|---|---|---|---|---|
| No templates. | |||||||||
Describe the task an agent needs to perform for this service. Be clear and specific.
Choose whether this action is always created, or only under certain conditions.
Set when this action should be completed, relative to a key date.
Choose which team or role is responsible for completing this action.
If this action requires another action to be completed first, select it below. The agent won't be able to start this action until the dependency is marked complete.
When an agent completes this action, what details should they record? These fields appear in the completion form.
Add any instructions or context for the agent completing this action. These notes are visible only to staff, not to customers.
Configure which fields appear in each service section of the generated booking voucher PDF.
| Service Type | Section Title | Fields | Status | Edit |
|---|---|---|---|---|
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| Label | Source | Field / Path | Action Code |
|---|