Social Services Information System (SSIS)
Activating a Complete Service Plan
Overview of the Properties Tab
Activating a Complete Service Plan
Changing the status of a service plan from Draft to Active status indicates that this is the
final working document created by the plan participants, and ideally, that all required
signatures have been obtained.
An Active service plan can no longer be edited, however, any Active service plan may
be copied, which then restores the copied version of the plan to Draft status. If a
service plan is changed after signatures have been obtained, they must be obtained a
second time to ensure each signer is aware of the changes.
Setup Tab – Status Field – Active to Draft Status
To change a Service Plan’s Status from Draft to Active:
1. Click on the Setup tab of the desired service plan.
2. Click on the Status field drop-down menu.
3. Select Active.
4. Click Save.
5. The service plan now displays in the Tree View with a padlock.
Best Practice: Select Inactive in the Status field when a service plan has been
signed, but is no longer the current working document. Inactive plans are housed in the
Closed Service Plans folder, which only displays if a case has closed service plans, or
service plans completed prior to the revision of service plan templates.
Hint: Select Discard in the Status field to remove a service plan from the Service
Plans folder that was created in error, or to reflect a plan for which no signatures were
ever obtained.
_________________________________________________________________________
SSIS Worker Job Aid – Service Plans–Activating a Complete Plan and Overview of the Properties Tab
Version13.2 JULY 2013)
FINAL
Page 1 of 2
Social Services Information System (SSIS)
Properties Tab
The Properties tab of each service plan provides information as to the date the plan was
created, by whom, as well as the date the plan was last edited, and by whom. The
Properties tab also provides an indication as to whether a particular plan may be copied
in its entirety, or no longer copied.
Service plans are individual state templates. Changes sometimes occur to these
templates due to adding new functionality from Enhancement Requests or a change
required in statute by new legislation. When the template of a service plan is changed
at DHS that service plan may no longer be copied in its entirety.
Properties Tab – Template Status Field
The Properties tab has a Template Status field. This is different than the Status field on
the Setup tab. The Template Status field on the Properties tab either indicates Active or
Inactive. If the Template Status is ‘Active’, then the plan may be copied. If the
Template Status is ‘Inactive’, then the plan cannot be copied as a complete document.
Text displaying in the Editor boxes of an Inactive plan can still be individually copied
between service plans.
To Copy text from Editor boxes between service plans:
1. Highlight the desired text in one Editor box on the original service plan.
2. Right-click on the highlighted text, and select Copy.
3. Navigate to the new service plan.
4. Click in the desired Editor box and select Paste.
5. Repeat steps 1-4.
_________________________________________________________________________
SSIS Worker Job Aid – Service Plans–Activating a Complete Plan and Overview of the Properties Tab
Version13.2 JULY 2013)
FINAL
Page 2 of 2