Inactive Clients

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