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| | style="vertical-align:top; font-size:160%; color:#7c1911; " | '''Activating and Deactivating Consultants''' <HR>
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| Now that we we've [[NewsCreatingConsultants|Created our Consultant]], we are going to look at managing a few other things.
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| Go to Search Glass Icon > Center Profile > Consultants.
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| First you will see the Consultants full name. To the right of that you will see a check box.
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| By un-checking that box, we will be deactivating that record/account. Now they are inactive. If you look again to the right there is a red icon – this will allow you to delete a consultant record.
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| [[File:Inactiveactive1.png|border|600px]]
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| We strongly recommend that you NEVER delete a record. Doing so will result in deleting ALL data associated with the consultant – it would mess up reports. This means the visits records; appointment records and report will no longer have a consultant link to them What we strongly suggest is that you always make an account that is no longer being used as inactive.
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| Marking them as inactive will allow all the remaining visit information tied to that visit to stay in the system.
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| '''How to I run reports on inactive consultants?'''
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| I had a few tutors work in the summer program that no longer work for us during our fall program. Is there a way for me to go back and run reports that include the inactive consultants so we can get the most accurate reporting?
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| The answer is yes!
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| In order to do this, you will go to the TracNagavation > Reports
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| When the report chooser opens up you will click on the drop-down arrow and choose “Students By”
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| [[File:Inactiveactive2.png|border|600px]]
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| You will see there is a blue hyperlink that reads “Consultant Search”
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| When that is clicked you will see this:
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| [[File:Inactiveactive3.png|border|600px]]
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| There will be a drop down that reads “Active” – letting you know that the report that is run is only showing active consultants.
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| If you change the drop down to “Inactive” it will only run the report on inactive consultants for that chosen date range.
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| If you choose “blank” then you will be running the report for both the active and inactive consultants for that date range.
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