How to Edit Participant Statuses

Learn how to update participant statuses.

User Types: Regulators, Sponsors, Employer Administrators

Notes:

When accounts are created, all participants have the default status of ACTIVE. Only active participants appear on Participants list.
When a participant's status is change to suspended, cancelled, or completed, their account will be removed from the active Participant list. It can still be viewed and managed by filtering the participant list and selecting a different status list to view.
Participant Statuses are listed below. While clients can use them as they prefer, below are their general uses.
- Active - Participant is enrolled and working toward completing the program
- Cancelled (inactive) - Participant has chosen not to continue
- Suspended (inactive) - The sponsor/employer has temporarily or permanently ended the program or the participant's enrollment in it
- Completed (inactive) - Participant has completed the program

Status can be updated in two ways, both of which are shown below.

1) Batch Edit Status - Use if one or more participants need their status changed to the SAME status.

2) Profile Details Status Edit - Use to edit one participant's status on their profile details page.

Batch Edit Status

Step 1. Navigate to a Participant List & Select the Participant(s) Who Require a New Status

Click the white box to the left of the participant's name to select them or click the white box next to Name at the top of the list to select all the participants on the current page.
When you click at least 1 box, the blue ACTIONS button at the top will appear.

Step 2. Click Actions and Select the appropriate status

When you click the new status, the system will auto update the status on each selected participant's profile details tab, and their general tab. It also will input the date the change was made on the general tab in edit mode. If you want to input a specific date (not the current date), you can edit the date on each participant's profile details page

Profile Details Status Edit

Step 1: Navigate to a Participant's Profile Details page & Click the Pencil/Edit Icon

Step 2: Use the Status Drop Down to Select the Correct Status

After you select the new status, the system will allow you to input the official date you would like documented for that status change. If you leave the date blank, no completion date will appear in the system. If you input a date, it will be saved on the participant's profile details page and can be edited their as well.