This feature allows you to dismiss multiple participants from your program at the same time relative to their Program Start Date. For instance, you could dismiss everyone who was enrolled during the past year at the same time by searching for Program Start Date “less than” today’s date.

Step 1 – On the Navigation Bar, click Participants. Then select Dismiss Participants by Date (NEW).

Step 2 – Select the measurement for your program start date(s).

  • For example, the measurements will work like this:

 

Step 3 – Select the date you want to set as the program start date.

  • If you selected the between measurement, you will need to select two dates.

Step 4 – Click the Search button.

Step 5 – This will return a list of participants that meet your search criteria.

Step 6 – Check the box(es) associated with the participant(s) that you wish to dismiss.

  • If only ONE participant is checked (skip to Step 12 for more than one participant):

Step 7 – Select the program end date.

Step 8 – Select a dismissal reason from the drop-down.

Step 9 – Check the box next to successfully completed if the participant successfully completed the program.

Step 10 – Click the Dismiss Participant button.

Step 11 – You will get a confirmation that the participant was dismissed.

If MORE THAN ONE participant is selected:

Step 12 – Select if the participants are dismissed with different end dates or with the same end date. Then click the Continue button.

Step 13 – If the participants are being dismissed with DIFFERENT program end dates, select the date, reason of dismissal (for the drop-down), and check if they completed successfully for each participant. The click the Dismiss Participants button.

Step 14 – If the participants are being dismissed with the SAME program end dates, select the program end date, the reason for dismissal, and check if they completed successfully for the group. Then click the Dismiss Participants button.

  • A list of the participants you have selected will display on the right side of the screen.

Step 15 – You will get a confirmation that the participant was dismissed. Click OK to dismiss it.

Summary

Note that if the participant that you are dismissing in part of a collection, that participant will be automatically removed from that collection once they are dismissed from the program that the collection is in.

Dismiss participants by date is a great way to mass-dismiss participants from your program based off of their program start date.

Quick-Reference Guide

  1. Navigation Bar > Participants > Dismiss Participants by Date (NEW)
  2. Select the measurement for your program start date
  3. Select the date you want to set as the program start date
  4. Click the search button
  5. Check the box(es) associated with the participant(s) that you wish to dismiss
  6. If only ONE participant is selected:
  7. Select the program end date
  8. Select the dismissal reason from the drop-down
  9. Check the box if they have successfully completed the program
  10. Click the Dismiss Participant button
  11. Click OK on the confirmation popup
  12. If MORE THAN ONE participant is selected:
  13. Select if the participants are dismissed with different end dates or with the same end date
  14. Click the Continue button
  15. If DIFFERENT end dates, select the date, reason, and successfully completed for each participant individually
  16. If SAME end date, select the date, reason, and successfully completed for the group
  17. Click the Dismiss Participants button
  18. Click OK on the confirmation popup
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