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Applies To Version(s): 4


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Overview

How-to

Remove an individual from a program using program history

Note

Demo Video


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The program history in an overview of an individuals status in a programs or residences. An individuals referral date, start date and exit date to a program or residence can be found here. The program history and individual profile are related.



Navigate To


  1. Navigate to an individuals Profile.
  2. In the Quickstart links, under the Forms tab select Program History.

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Updating - Program History


A program history item can update the profile when: 

  • A new program history item is created and contains a start date, and no exit date.This updates the profile, adding the program/residence to the profile.
  • An existing program history item is edited, a start date is added and no exit date exists. This updates the profile, adding the program/residence to the profile.

  • An existing program history item is edited, a start date exists, and an exit date is added. This updates the profile, removing the program/residence from the profile.

Warning

Any other actions such as, but not limited to:

  • deleting a program history item.
  • adding a start and end date at the same time.
  • changing the program/residence in the Program History.

have NO effect on the Individuals's Profile



See Also


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