Updating a self-employment job outcome tracker

Overview

When you edit a self-employment job outcome tracker, you can update:

• • • • the achieved date
      • the status of the milestone
      • the claim status

Update a self-employment tracker

To update a self-employment tracker, please follow the following process:

1. Find the participant via the participant search grid.
   
2.  Use the dropdown under the View column and select Trackers.
   
3. Alternatively, you can use the milestones grid and use the search filters to search for the participant milestones you want to update. You can filter by: 
   
   • Programme
   • Participant name
   • Description (i.e., Self-Employed Milestone)
   • Status (Any, Achieved, Invalid, Projected, Verified, At risk)
   • Claim (Claimed, Not claimed, Refunded, Paid, Rejected, On hold)
   • Date range (start/end)
   • Once you have applied your search criteria, you will be presented with the following grid. The grid has these columns:
4. Navigate to the 'job outcome tracker' that you wish to edit. Click the options icon ⋮ on the far right, under the Actions column, Select Edit.
   
5. Only those with Supervisor role will be able to edit the milestones. When you edit the milestone, you can update:
   
   • • • the achieved date
       • the status of the milestone (Choose from: Achieved, Invalid, Projected, Verified, At risk)
       • the claim status (Choose from: Claimed, Not claimed, Refunded, Paid, Rejected, On hold)

   

6. Once you have updated the milestone, click Save.