Client - Remove Missed Reason

The Client Remove Missed Reason tool can be used by administrators to quickly remove a missed reason for events under a parent program (client block). This tool allows you to bypass having to manually remove a missed reason for 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 Remove Missed Reason template you will need to follow the steps below.

How to Navigate to the template page

To start, you will want to click on the Global button on your navigation bar and then navigate to the desired Parent Program tile. Once in the parent program of choice, click on Tools and then Remove Missed Reason on the navigation bar.

Download the template

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

Fill out the template

Once the template has been downloaded, you can open it in excel and begin to edit the desired events in the excel document.

Each line represents a different event that has an assigned missed reason. The first column is for the Visit (Event) id which can be found on the event index page. The second column will have an “X” for each event that has a current missed reason. If you remove the “X” from the row, that event will return to it’s last status.

Once you have removed the missed reasons from all the events you want, save the file. You will want to make sure it is saved as a .csv file in order to complete the next step.

Upload

To upload the template back into the system, navigate 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 does not currently have a missed 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 parent program as needed.

Remove Missed Reasons Tool

Found that you’ve got some Missed Reasons that you need to get rid of? We’ve got a tool for that too.

The Client Remove Missed Reason tool can be used by administrators to quickly remove a missed reason for events under a parent program (client block). This tool allows you to bypass having to manually remove a missed reason for 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.

Finding It

Click on the Global button on your navigation bar and then navigate to the correct client tile. Once in the client site of choice, click on Tools and then Remove 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.

Edit the Template

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

Each line represents a different event that has an assigned missed reason. The first column is for the Visit (Event) ID, which can be found on the event index page. The second column will have an “X” for each event that has a current missed reason. If you remove the “X” from the row, that event will return to it’s last status.

Once you have removed the missed reasons from all the events you want, save the file. Make sure it is saved in UTF-8.csv format in order to complete the next step.

Upload

To upload the template back into the system, navigate 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 does not currently have a missed 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.