HuBERT
Structured Exercises
Manually Terminate
Participant
CRITERIA:
Any participant in your local agency
I n current cert (Certification End Date > Current Date)
Terminate participant for “Participant Requested Termination”.
Print ineligibility letter.
Verify system-generated note created.
State WI C I D:
Verify Termination Date and Reason in Participant Folder and Participant List.
How to manually terminate participant:
o Open participant folder
o Click on Participant Activities menu
o Select Manually Terminate Participant
o Select Participant Requested Termination
o Click Close button
o Collect Ineligibility Letter from printer
o “Participant Requested Termination” should be printed on letter as reason for
termination
o Verify a general note was created with Note Subject “System Note: Termination Letter
Produced”

Click Manage Notes icon
o Verify Termination Date and Termination Reason displayed in Participant Folder

Open Demographics tab

Click on AdditionalInfo2 Tab

If not showing: close Participant Folder and re-open to “refresh” settings
o Verify Termination Date and Termination Reason displayed on Participant List screen

Open/maximize Participant List screen

Search for the participant (if necessary)

Click to highlight participant

Click the Show Details button