{% extends "ui/templates/base/layout.html" %} {% block content %}

Service Catalogue

Standard service master. Firm Admin can select the services applicable for the active firm.

{% if can_manage_firm_services %}
Select the services your firm provides. Once selected, you can open Firm Task Templates and customise tasks for your firm.
{% endif %}
{% for row in rows %} {% set selection = firm_selection_by_catalogue.get(row.id) if firm_selection_by_catalogue else None %} {% else %} {% endfor %}
Code Name Category Recurrence Firm Selection Action
{{ row.service_code }}
{{ row.service_name }}
{{ 'Assurance' if row.engagement_type == 'assurance' else 'Non-Assurance' }}
{{ row.service_category.name if row.service_category else (row.category or '-') }} {{ row.recurrence_type|replace('_',' ')|title if row.recurrence_type else '-' }} {% if selection and selection.is_enabled %}
Selected for Firm
{% if selection.default_branch_id %}
Default Branch ID: {{ selection.default_branch_id }}
{% endif %} {% else %}
Not Selected
{% endif %} {% if can_manage_firm_services %}
{% if branches %} {% else %} {% endif %}
{% endif %}
Open {% if selection and selection.is_enabled %} Firm Tasks {% endif %} {% if can_create %}Edit{% endif %}
No catalogue services found.
{% endblock %}