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How do I move a participant?

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This article is for: Anyone in eDofE with an Administrator role or higher.

Summary:

A participant is brought into the current location rather than being sent from the previous one and can be done by anyone with an Administrator role or higher and permission 'Can transfer participants within their network' or 'Can transfer participants from outside their network', depending on the situation.

Moving a participant

1) Select 'Manage participants' from the left hand menu, then 'Move participants':

Screenshot from the left hand menu in eDofE with Manage Participants and Move Participants circled for emphasis.


2) Put the relevant ID No. of the participant to be moved in the box and select them from the results.

Screenshot of the Move Participants screen with an ID number entered into a search box under the subheading List of participants. A partially-redacted result is shown below, obscuring two buttons.

 

3) Repeat this for all the participants to be moved, then click 'Search'. The participant(s) will be displayed in a table below. Tick the boxes next to all participants to be moved, then click the 'Move participants' button which should now be activated:

Screenshot of the lower half of the Move Participants screen. Below the search box are two buttons labelled Move Participants and Search. Below this is a table with the column headings Select, Profile Details, Current Centre, Current LO, Current Region, Status and Remarks. There is one participant shown in the table and the checkbox in the first column has been ticked and circled for emphasis.

 

4) In the pop-up window, choose where the participant(s) should be moved to and click 'Submit'.

A pop-up window with the heading Move Participants and the subheading Location. There are four fields for Region, LO, Centre and Group, and a Submit button in the bottom right.

 

5) You'll then be asked to confirm the details of the transfer. Please use this opportunity to check that you're transferring the correct participant(s) before clicking the appropriate button:

Screenshot of a pop-up window with the heading Confirmation of move. It shows the partially-redacted details of the participant to be moved and the destination, with two buttons at the bottom labelled 'Yes, Move Participant' and 'No,, Cancel Move'.

 

Reasons why a participant can't be moved:

1) ID is an adult

2) Participant has an Award in status ‘Submitted to LO’ or ‘Submitted to Region’

3) Participant has an Award in query

4) Participant has a ‘Completed’ gold Award, remark: Gold complete.

5) ID is ‘Deleted’

 

For more help:

Should you have any issues, please don't hesitate to email us at edofe@dofe.org

 

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