End Date Participants in a Group with Scheduled Events
To preserve historical information on Scheduled Events, end-dating a Participant is recommended. The following changes were made using the same group as the section above.
- Ashly Aarlyne is end-dated 01/03/2021.
- Brandon Abbott is end-dated 01/19/2021.
The three existing scheduled Events for that group are updated as soon as the Participant changes are saved. Ashly is removed from each of the existing scheduled Events because her End Date is before the first scheduled Group Event, making her inactive for all. Brandon remains in the 1/6 and 1/13 scheduled Events but is removed from the 1/20 Event as the 01/19/2021 End Date makes him inactive.
- 01/06/2021
- 01/13/2021
- 01/20/2021
IMPORTANT: Changes to a Participant’s effective date range or deleting a Participant does not affect Event records that have already become a Service. The Service must be deleted before Participant changes take effect for that Event.