Locate the participant in your List of Participants

There are several tools to navigate your list of participants.

Navigate to the Participation tab of the participant's record.

Add New Participation Record

Fill out the required information, including the activity, session, the date of participation (type in the date or use the calendar control), the type of participation (Present, Absent, etc.), and the Start Time and End Time of the individual's participation as well as any notes about the participation.

 

The Start and End times default to those established when the selected Session's Activity Schedule was completed. If needed, the times can be changed to reflect the actual participation time. Changing the times is not important if you are not tracking the exact dosage of service and simply that the participant was present.

For Unscheduled Activities, the time will default to 12 a.m. to 11:59 p.m. You can change these times to define the time more accurately if it is important to your reporting needs. 

 

Click Save Participation when done. 

 

A green message will appear in the upper right, indicating the data has successfully ben saved to the system. The record will then appear in the list of participant records.

Edit an Existing Participation Record

Any existing participation records will appear in the list. 

 

If the participant was enrolled in a Scheduled Activity, each date they were scheduled to attend will have a record similar to the image below showing they were Enrolled for that activity on that date. Instead of adding a new participation record as described in the rest of the article, edit the record by clicking the pencil icon.

This opens the Edit Participation modal, with many of the data values pre-filled. Edit the Status (present, absent, etc.), start and end times, and notes.  

 

Click Save Participation. 

 

The window will close, and the "Enrolled" status will change to the status you entered (e.g., Present).

• Managing Individual Participation.pdf200 KB