Record a shared resource home agreement

In a shared resource home agreement, different organizations share the use of a resource home. The organization that intends to share use of the resource home receives assignment from the recommending organization. A supervisor with the recommending organization creates a new assignment and generates a list of services that will be available to the sharing organization. These services default to inactive status.  

Only the worker with the recommending organization can add or edit a shared resource home agreement record. The record identifies the organization permitted to use this resource home and an effective date. If the resource home has more than one current recommending organization, the worker can only update the shared home agreement record for his or her own organization.

Follow these steps to record a shared resource home agreement.

1. From the Home screen, click the Resource tab. The Resource Home Workload screen appears.

2. Click select for the resource you want to update. The Resource Overview screen appears.

3. Click Services/SH Agmts/Pmt Info in the link menu. The Services tab appears.

4. Click the Shared Home Agreements tab. This tab displays the agreements currently in place for this resource.

5. Click Add Shared Home Info to record a new agreement. The Shared Resource Home Agreement screen appears.

6. Select the organization which is permitted to share the resource home.

7. In the Begin Date box, enter the date when the organization can start sharing the resource home.

8. End the end date if appropriate.

9. Click Save. You are returned to the Resource Overview screen.