Graduating Clients

This article was developed to describe the steps in graduating clients from enrollment programs within the Forth system. 

The Graduate tool allows system users to graduate a client file once they've completed their enrollment program.

To begin, log in to the CRM and click the Enrollments tab. Select a transaction by clicking the small green arrow at the end of the row, and then select "Graduate" from the Navigation Bar.

Graduate Client Options

Grad Notes: Enter any graduate notes applicable to the client file
Options: Choose to cancel any remaining transactions in the client's enrollment plan, and you may choose to graduate in Veritas.

Once final selections are made, Click Graduate Client.

The following page will then appear with a notice that the client has graduated from the program.

If a client needs to be placed back into their enrollment program, click Un-Graduate from the Navigation Bar (see the image below).

If the attempt to un-graduate is successful, the following notification will briefly appear at the bottom of the page.

Article Version History: