This knowledge base article provides you with everything you need to know about how to exit an individual from a service (program or residence).
Login with a ShareVision account that has permissions to access and edit Program History
How-to Edit Program History
Access Individual's program history
Click Path to Program History : Quick Start > Individuals* > Select an Individual > Program History*
*Some names and labels might be unique to your organization
Select the Service (Program or Residence) that the Individual is exiting from the Programs listed
Enter the Exit Date
select the Exit Reason
Next, Save the changes.
The Individual will be automatically exited from the Service (Program or Residence) on the Exit Date that was selected. If an Exit Date in the future was selected, then the Individual will be listed as registered in the Service until that date.
Changes that take place once an individual is removed from Programs and Residences
When the individual is existed from any Service, the individual will no longer be listed in the list of Individuals on the Program or Residence landing page
Note: If a future Exit Date was entered, then the Individual will no longer be listed as of the Exit Date.
Click Path: Quick Start > Programs or Residences Portal > Select the Program or Residence from the list > Review the list of Individuals on the Landing Page
If the individual has been removed from all Services (all Programs and Residences), the individual will be marked as inactive.
To view inactive individuals in the list of Individuals on the Individual Portal, you would need to select the Show All or the Show Inactive