Enroll members in a group

All members currently enrolled in the group display under group enrollment.

Go to: Groups > Group > Information > Enrollments.
Choose Select Group and choose the group where you want to add a member.
Select Add New then select Add Event and Group Enrollment.
Enrolling a new group member requires searching for an existing person in the system using the wizard process for Support Group Enrollment.
Complete the minimum required fields:
- Last Name
- First Name
- Gender
- Add additional parameters to narrow the search
Select Proceed.
Either choose the desired group member or choose the Create new record box
Select Proceed.
Complete the group enrollment information.
Select Save.

Go to: Groups > Group > Information > Enrollments.
Choose Select Group and choose the group where you want to end a group member enrollment.
Result: You see a list of group members.
In the row for the group member whose enrollment should end, select Actions then Open form.
Enter an End date and time.
Select Save.

Go to: Groups > Group > Information > Batch Enrollment.
Select a Schedule.
Enter the Enrollment Date.
Enter Enrollee Search Criteria to limit the search results.
At a minimum, it is recommended to complete the following fields in the search to prevent the system from pulling too many clients or timing out.
- Use Member Type to limit the selection to a specific type of enrollment, such as Attendance or Service Facility.
- Use Member or Group to select a specific facility.
- Select Is Client to limit the selection to clients.
Select Get Enrollees from the top of the form.
Result: All qualifying individuals are listed in the Enrollees sub-form.
Select the Enroll box next to each name to select members to enroll.
Choose an option for selecting group members:
- Use Mark All to select all
- Use Un-mark All to deselect.
Select Save.