This article will cover How to edit the Participant details How to delete participant Note: To edit the participant details you need to have Permission : Participant > Participant_User >> Edit : Yes To delete the participant de ...
In this article we will cover : Overview Add New Participant Adding an Contact for Participant Funding Invoices Overview Before generating a shift for a participant, you must ensure that their data is entered into System. Add New P ...
The core principle is: An invoiced shift is a locked financial record. It cannot be altered directly. Phase 1: User Initiates Change to an Invoiced Shift Action: A user with appropriate permissions attempts to edit or delete a shift. System Che ...
In this article we will learn about What Happens when we Archive / Unarchive Funding? How to Archive / Unarchive Funding? What happens when we archive/unarchive Funding? When a Funding is Archived. No New Shift can be added against that ...
Deleting a funding means permanently removing a specific funding source for participant from the system. This action ensures the specific funding can no longer be used for assigning shifts.
In this article we will learn how to create funding for participant Note : To view a funding tab you need to have Permission : Participant > Participant_Funding >> View : Yes To create a funding you need to have Permission : Participant &g ...
Overview Archiving and unarchiving participants in a system offer an efficient way to manage data. Organizations can reduce clutter, enhance system performance, and maintain compliance while keeping valuable historical data accessible when needed. Archi ...