Graduating and Un-Graduating Clients

This article was developed to describe the steps in graduating clients from enrollment programs within the Forth system. It is organized into the following sections:

• Overview
• Graduating Clients
• Un-Graduating Clients

Overview

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.

Graduating Clients

Graduation Notes: Enter any graduate notes applicable to the client file
Issue Refund Options: If you click to activate the "Issue Refund" checkbox, you will have the options shown above to enter in refund-specific information, such as Refund Method, Refund Amount, Process Date, as well as Account Number, Routing Number, and Account Type. 

If you select Check as the refund method (via the Refund Method dropdown menu), the page will provide you separate address fields for the "Mail Check To Address" (see image below).

Once final selections are made, click "Graduate Enrollment" in the Navigation Bar.

You will then see the following pop-up to confirm your decision to complete the graduation.

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

At this point, if you return to the contact's Client Dashboard (via the Contacts Tab), you will see the highlighted banner that provides the date the graduation took place (see image below).

Un-Graduating Clients

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

If the Un-Graduate attempt is successful, a brief notification will appear at the bottom of the page.

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