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Basic Group Functions

SUMMARY: 

The Basic Group Functions menu allows you to search for a subset of participants using core filters and assign them an enrollment, service, or outcome.

Steps:

  1. Open the desired Basic Group Function (Enrollment, Service, or Outcome).
  2. Click "ADD NEW" to create a new record for the selected function.
    • Choose the program, program type, or service form.
    • Complete the form with the necessary details.
  3. Click "SAVE" to finalize the record.
  4. Search for Participants/Enrollments using the available filters (Enrollments, Services, or Participant Information).
  5. Select Participants from the search results using checkboxes.
  6. Click the green button to assign the enrollment, service, or outcome to the selected group.