Maintaining Group Membership Information

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To enter or update a group activity's membership information, complete the following steps from the AWARDS Home screen:

    1. Click the Program drop-down arrow in the upper-right corner of the page and select the program for which group membership information is to be worked with.
    2. Click Charts from the left-hand menu, and then click Services - Group.  The Group Services fly-out menu is displayed.
    3. Click Group Schedule Setup.  The Group Schedule Setup fly-out menu is displayed.
    4. Click Group Member Status.  The Group Member Status Settings page is displayed. 

    1. Click the Activity drop-down arrow and select the activity for which the membership information is to be entered or updated.
    2. Click CONTINUE.  The Update Group Members page is displayed.

    1. At this time, one or more of the following tasks may be completed:

  Add a new group member - To do so, click the Client drop-down arrow and select the new group member, then type his or her activity start date in the corresponding Start Date field (using mm/dd/yyyy format).

  Update the status of an existing group member - To do so, make changes to the client's activity start date as necessary, and/or enter a date in the End Date field (using mm/dd/yyyy format) to indicate that he or she is no longer a member of the selected group.

  Remove a group member record - To do so, click the Delete checkbox next to the client whose record is to be removed from the group membership list.

    1. Click CONTINUE.  The membership information is saved, any records marked for deletion are removed, and a read-only Update Group Members confirmation page is displayed.

  TIP: To make further changes or additions to the group membership information, click DATA ENTRY to return to the Update Group Members page.

The process of updating a group activity's membership information is now complete.