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Managing Statuses - Status History Table

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TUTORIAL - STATUS HISTORY TABLE


 CONTENTS OF THE STATUS HISTORY TABLE


 Status relationships and rules are at the bottom of this tutorial

 Columns

  • Status - All Statuses entered for the individual will be shown in order by Start Date. Current Status is shown on top
  • Enroll Date - Will display the Enroll Date associated with each Status if there if applicable.
    • Rule: An Enroll Date can only be created for the very first Active status and the first Active status after an Exited status.
  • Exit Date - Once an Exited status is entered, the Exit Date will show for each Status entry until the individual is reactivated.
  • Start Date - Each Status will be assigned a Start Date.
    • Rule: This date cannot be before the Start Date of the Current Status
  • End Date - Each Status will automatically be assigned an End Date as the day before the Start Date of the next Status.
  • Comments - This column will show Exit Reasons, On Hold Reasons, Dates and anything automated by the system like resorting of the history table.
  • Edit and Delete options

 

 


DELETING AN ENTRY WITHIN THE TABLE


 In this example, the history table has a participant going back and forth from Active to Inactive / On Hold. The last Inactive / On Hold will be deleted.

 With all deletions, you’ll receive a confirmation message.



Since the deletion results in 2 Active statuses in a row, the latest Active status (starting 6/11/18) is also removed as well. The system will choose the earlier status as the start for the Active status.

 

 


EDITING AN ENTRY


 Any of the entries can be fully edited - meaning you can either edit the information related to the Status entry or change the Status.

 When clicking on the edit icon, the pop-up will show the fields and data associated with that status.

 

Because the previous status was Inactive / On Hold, the system will only allow Active to be chosen or remain as Exited.


The other limitation when editing an entry is the dates. Here the previous status’ start date is 3/7/2018, so no dates prior to that can be selected when editing this entry.

 If you were wanting to go back further than 3/6, you would first edit, or delete, the Inactive / On Hold status starting on 3/7/2018 and then go back to the Exited status.

 


 SPECIFIC SCENARIOS 


 Any time you are editing and deleting resulting in an Exited status with an Exit Date that is before a private contact, this warning will appear.

 This warning message explains what will happen and what options you have. If in doubt, choose ‘Submit a Help ticket for additional support’.

 

 


 STATUS RELATIONSHIPS 


Here are a few things that limit which statuses can be selected

  • Status to status relationship
  • Guardian and child statuses - Child statuses limited by the guardian statuses
  • New guardian / new child

Status - these rules apply to the current status and when editing a status in the history table

  • Active - only Inactive / On Hold or Exited can be selected
  • Inactive / On Hold - only Active or Exited can be selected
  • Exited can only be selected if current status is Active or Inactive / On Hold

 Guardian and child statuses

  • Guardian current status is Exited - all children must also be Exited
  • Guardian current status is Recruit, Wait list or Mailing Only - all children not already Exited must also be Recruit, Wait list or Mailing Only
  • Guardian current status is Active - child can be Active or Waiting List

 New guardian

  • Status selections are Active, Recruit, Mailing only, and Wait list

 New children

  • Current status of the guardian is automatically assigned to the child

 

Attachments:
TUTORIAL-STATUS-HISTORY-TABLE.pdf TUTORIAL-STATUS-HISTORY-TABLE.pdf

 
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Related articles Moving a guardian from Active to Wait List or Mailing Status
Enrollment Info
Making a child inactive
Enrollment Status Definitions
Reactivate a family
Article details
Article ID: 50
Category: Tutorials
Date added: 2018-06-29 10:32:24
Rating (Votes): Article rated 5.0/5.0 (1)

 
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