Is there a way to update the status of all participants in a program at once

This article will explain how you can perform a bulk update of the status of everyone in a program.

Sometimes it is necessary to update the statuses of all clients participating
in a program, such as when a program ends. Being able to update statues in
bulk, will save lots of time.

To update the statuses in bulk...

• Access Programs in the Programs & Activities section of the Resources menu.

• Identify the program and click on the Program ID to open the program.

• Click Edit to enter the edit mode.

• Select the Clients tab.

You can either update clients by selecting them individually or by selecting
all clients.

Selecting Clients Individually

• To select the clients for which you wish to update their status, click the checkbox to the left of their name.
• Click the Update Status button.

• Select the New Status from the drop-down list of statuses.
• Click Proceed.

Selecting All Clients

• To select All clients to update their status, click the Update Status button.

• Select the New Status from the drop-down list of statuses.
• Click Proceed.

After clicking Proceed, you will receive a message to Confirm bulk update of
client statuses.

• Click OK to confirm and immediately apply the changes.

Be sure to Save your program when you are completed with all changes.