|Doc. Number||Article Title||Effective Date||Version|
|FHC-XX||Tasks Report||March 02, 2023||1.0|
This article was developed to describe the steps involved in graduating clients from enrollment programs within the Forth system.
The Graduate tool provides system users with the ability 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:
|1.0||03/02/2023||Added header and version control footer; Refreshed all screenshots and language (where needed) to reflect the current user interface; Added introductory section.|