Ability to Manually Edit Program Closed Dates
C
Claire Oelkers
I’m wondering if it would be possible to add a feature that allows users to manually edit the closed date on programs.
For our reports, we like to include previously mastered goals along with their actual closed dates. When I add a client’s previously mastered goals into their library and set them to “closed,” the system uses the date I mark them as closed rather than the original mastered date. It would be extremely helpful to have the option to adjust this to reflect the true date the goal was mastered.
Gwenyth Easter
Here is some information based on what is possible within the platform:
Close the Program Manually: Navigate to the treatment screen, scroll to the bottom, and select the option to close the program.
Manually Adjust Target Close Dates:
- Go to the desired program
- Select an individual target
- Click on the date field (or “N/A”) in the center of the target
- Choose the appropriate mastery date you’d like to apply
Note: This will need to be completed individually for each target.
When generating a report, be sure the date range selected includes the relevant dates you'd like to capture. This ensures all applicable targets and their associated dates are visible in the report output.
Additionally, you have the option to create a custom field within the Treatment tab for each program. This field can be used to record the overall program mastery or close date and will display in the treatment areas you’ve selected for reporting with custom data fields.
If this still does not address your questions/concerns please let us know!