/
Add an individual to a program or residence

Add an individual to a program or residence

Owned by Justin Mwakule
Last updated: Jun 11, 2020 by Support Desk

From the contact manager

  1. Navigate to the contact manager
  2. Use the search bar to search for the individual
  3. Select the program or residence
  4. Add a Start Date
  5. Save the record

From the individuals page

  1. Navigate to the individuals program history
  2. Select add program history
  3. Select the program or residence
  4. Add a Start date
  5. Select Save



From the program or residence page

  1. Navigate to the program participation history
  2. Select new
  3. Select the individual
  4. Add a Start date
  5. Select Save




Related content

View an Individual's Program History
View an Individual's Program History
ShareVision v4 Knowledge Base
More like this
Setup a new program or residence
Setup a new program or residence
ShareVision v4 Knowledge Base
Read with this
Add an Individual from the Contact Manager Using Add to Program or Residence Link
Add an Individual from the Contact Manager Using Add to Program or Residence Link
ShareVision Knowledge Base
More like this
Home Page Slide Show: Customizing
Home Page Slide Show: Customizing
ShareVision v4 Knowledge Base
Read with this
Add an Individual to a Program or Residence Using Program History
Add an Individual to a Program or Residence Using Program History
ShareVision Knowledge Base
More like this
Individual Exiting a Program or Residence
Individual Exiting a Program or Residence
ShareVision v4 Knowledge Base
Read with this