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.
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  2.  Use the dropdown under the View column and select Trackers.
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  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.
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  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)

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