Withdraw a Participant [Feature]
This feature allows users to set participants to inactive when they have withdrawn from care. Historical records are maintained for inactive participants but their name will be removed from the attendance and meal count screens.
To use this feature:
- Click on Participants & Rosters on the main dashboard.
- On the Participant List page, click on the name of the participant that you need to withdraw.
- On the Participant page, scroll down to the section titled Participant Status
- Click the toggle button to see the dates
- Click the red button that says Set participant status to inactive
- if you do not see this button, you do not have permission to set participants to inactive. Contact your sponsor for more information.
- The page will reload and a new set of dates will appear
- The system assumes that the current date is the last day that the participant was active.
- If that is not the case, you will need to adjust the dates. However, there cannot be a gap in participant status. So if you change the "start date" of the inactive row, then you need to change the "end date" of the active row to the day before so there is no gap.
- When you are finished, scroll to the bottom of the Participant page and click the green Save button.
