How to Edit a Participant's Program History

If the program history is incorrect, you can edit a participant’s program history.

Bekah K. avatar
Written by Bekah K.
Updated over a week ago
  1. On the navigation bar on the right hand side, select Participants.

  2. Select View/Edit Participant.

  3. Search for the participant by name.

  4. Click on the participant’s name.

  5. In the top left hand corner of the participants information, click on the “Program History” button to generate a list of all of their program enrollment history.

  6. Once the user finds the correct program name, go over to the Take Action column and click on the Edit pencil of the program history that needs to be corrected.

  7. Select the appropriate start date and/or end date from the list.

  8. Click Submit.

Important: Only Site Managers and above have access to edit and/or delete a record.

For more information about this feature and screenshots of each step within the feature please visit the help manual page: Click here

Please contact customer support if you need more information or additional assistance.

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