Client Assign Missed Reason Tool

Have several missed events that you need to assign a missed reason to? Want to save yourself the time of having to edit each event individually? We’ve got a tool for that. The Client Assign Missed Reason tool can be used by administrators to quickly assign a missed reason to events under a parent program (client block). This tool allows you to bypass having to manually assign a missed reason to each event, and instead provides an excel template that can be filled out and then uploaded to update multiple events under a parent program at once.

In order to download the parent program Assign Missed Reason template you will need to follow the steps below.

Navigate to the Template Download

To start, you will want to click on the Global button on your navigation bar and select your client tile. Once in the client site, click on Tools and then Assign Missed Reason on the navigation bar.

Download the template

You will be brought to a page where you can download the template. Click Download Template and a pre-populated excel spreadsheet will start to download.

Complete the template

Once the template has downloaded, open it in excel and edit the desired events in the spreadsheet.

Each line represents a single event that will be assigned a missed reason. The first column is for the Visit (Event) id which can be found on the event index page. The second column is a selection of the active Missed Reasons that have been set up in the global admin section.

Once you have assigned a missed reason to all the events you want, save the file. You will want to make sure it is saved in UTF-8.csv format to complete the next step.

Upload

To upload the template back into the system, head back to your internet browser and click Continue.

You will be brought to a page where you can choose the file you just updated and select it for upload.

Click Conduct Test for the system to check the file for errors. If there are any errors, such as an invalid event id or using an event that is at an invalid status, the system will provide a warning.

Confirm upload

If there are no errors you click Complete Import and the events will be updated in the system.

You can repeat this process for each client site as needed.