A job runs weekly to set participants to Inactive if they have no recorded activity for 365 days (default), based on Agency settings. The Agency Administrator can modify this timeframe in:
Admin > Agency Info & Client Inquiry > Agency Info
Criteria for Inactive Status
A client is marked Inactive if none of the following activities have occurred within the set timeframe:
- Participant Date Created (Manually inactivated clients remain inactive unless manually changed)
- Case Note Date
- Income Snapshot Date
- Plans – End Date
- Assessment Date
- Program Enrollment End Date
- Non-Program Service Date
- Service Delivery General – Date of Service or End Date
- Financial Service – Service Date or Transaction Date
- Counseling Service – Date or Session Date
- Attendance/Multi-Service Date
- Expenditure Authorized Date
Changing Participant Status
To reactivate a participant:
- Navigate to the Participant’s Basic Info screen
- Change status from Inactive to Active
Searching for Inactive Participants
- Use Advanced Search (top of the screen)
- Click on the empowOR logo at the top of the Participant Search page