Group Enrollments (based on Import Batch files)

SUMMARY:

Summarize Group Enrollments & Create a Program (if needed)

1. Create an FAP Import Program (if one doesn’t exist):
   • Navigate to Admin > Program Info > Manage Programs > Add New Program Type
   • Fill in Program Type and Enrollment Form Type, then Save and Add Program
   • Enter Program Name, select Location, then Save & Close

Find Imported Batch Files

1. Go to Data Import/Export > Participant / Case Note / Enrollment Imports
2. Look for files with:
   • Type: Household Participants
   • Status: Completed
   • Message: Not Entered
   • View Log: Present
3. Write down the Batch ID(s) that meet the criteria

Group Enrollments (Using Batch ID)

1. Navigate to Group Functions > Group Enrollments
2. Add New Enrollment:
   • Select the newly created Program
   • Choose the Instance, set Start Date, and optionally an End Date, then Save
3. After saving, click the blue Search for Participants icon
4. Use the Participant Information filters, enter the Batch ID, and click Search
5. Click “Add Enrollment to All Search Result” (do NOT use "Add Enrollment" manually)
6. Repeat for all Batch IDs noted in Step 3 of “Find Imported Batch Files”