Client Project Terminations
Redirect page
Redirect to:
Location in standard build: Details Screen > Projects tab > click on the "Terminate" button
Also shown: after marking someone as "Deceased" or "Inactive" on the Details Screen and clicking "Save Details" or "Save and Close"
The Project Terminations page allows you to terminate a person (or organisations)'s involvement with Projects. It is accessed by clicking a link in the "Date of Termination" column on the Projects tab (on the Details screen). While the org/person is involved with a Project, this link will have a "Terminate" button. Clicking the "Terminate" button will take you to the Project Terminations page.
The first section of the page gives you the option to also mark the org/person as deceased, and/or inactive. As above, use the "Inactive" status with caution unless you are sure it is required.
The second section of the screen allows you to terminate their involvement with Projects. If you reached this screen by clicking a "Terminate" button on the Projects tab, the Project in question will be highlighted. Alternatively, all projects can be selected when something has happened that means that their involvement with all projects needs closing (for example, they move away or die). Use this section with caution unless you are absolutely sure that all project involvement should end.
You can then pick a date, a reason from the list (this list is set up from the Termination Reasons drop-down list), and write notes if required (this is optional).
It is important to bear in mind that if no projects are selected in the list above, no termination notes, reason or date will be saved, as they need to be saved against a termination from a project.
The next option allows you to close down any outstanding actions you may have against that person. This will close the actions with the text "Recorded as terminated - reason (your reason)".
Next you can remove their memberships of any linked Clubs/Clinics. This will cause them to disappear from the "Member Details" tab in the club specified and appear in "Past Members".
The last section of the page allows you to end any ongoing support plans they have set up under the project(s) you have selected. If you have jobs on their plans that go beyond this date, a page will appear upon saving that will either let you cancel any future work or change the date the closure date of the plan.
