Monitoring clients' program status transitions

In the Supervisor workspace, the Enrollment Status card can change dynamically to show you how many clients moved into a selected program status within the last 30 days, for example, Enrolled, Not Enrolled, or Pending. You can track the movement of client through the different program statuses.

About this task

Note that the list shown in the <Program-status> page is not a summary of all clients in the selected status since the beginning of the program. For example, if the program status for a client did not change for more than 30 days, they are not listed.

Procedure

  1. Sign in to your account.
    Your home page opens.
  2. On the Supervisor workspace, in the Enrollment Status card, select the Total link next to any program status for which you want to see the total number of client transitions within the last 30 days.
    By default, all of the clients who moved into the selected program status within the last 30 days are listed when the <Program - Status> page opens.
  3. By clicking the filter icon, you can narrow the client list view to see client status transitions within a different day range. In the Days in Status range, specify permitted values between 0 to 29 days.
    Click Apply to apply the filter. You can remove page filters by clicking Reset.