Participant List menu

The Participant List menu provides access to functions that apply to the Participant List data grid on the Participant List screen.

Initial Contact menu option

Select this menu option to record an initial contact for the client currently selected in the Participant List data grid.

The menu option is enabled when:

A record is selected in the data grid.

It has a mnemonic of "I".

The Initial Contact screen displays when the menu option is selected.

Acquire All Missing External IDs menu option

Select this menu option to connect to an external program interface to import missing IDs into SPIRIT and update SPIRIT tables with the imported information.

Open Participant Folder menu option

Select this menu option to open the Participant Folder for the client currently selected in the Participant List data grid.

The menu option is enabled when:

A record is selected in the data grid.

It has a mnemonic of "P".

When the Open Participant Folder menu option is selected, a check is performed to determine the folder is already opened for the current member ID. If the folder is already opened for the current member ID, a standard error message (E0365) displays.

If no alerts exist, the Participant Folder screen displays when selected if the user has the appropriate permissions and all edits described below are satisfied.

If an individual alert exists for the client or a household alert exists for any member of the client's household, the Display Alerts screen displays when selected if the user has the appropriate permissions and all edits described below are satisfied. The Participant Folder screen displays when the Display Alerts screen is closed.

Check Permissions to Open the Folder

A check is performed to determine whether the logged-on user has View-level permission or better for the following features:

Demographics, Height/Weight Blood, Risk Factors, Nutrition Education, Income History, Referrals, Benefit issuance, Food Prescriptions, SOAP Notes, Breastfeeding Notes, General Notes, Nutrition Assessment History, Health Information, Immunizations, Breastfeeding Contacts, Breastpump Management, and Certifications.

If the user does not have View-level permission for at least one of the features, a standard error message (E0006) displays. When the standard error message is dismissed, focus is returned to the Participant List.

If the user has View-level permission for any of the features, the Open Participant Folder process continues.

Check for Participant and Household Alerts

When the Participant Folder screen is displayed, a check is performed to determine whether alerts exist for the participant or her household:

If no alerts exist, the Participant Folder screen displays.
If alerts exist, the Check Permissions to View Alerts process begins.

Check Permissions to View Alerts

A check is performed to determine whether the logged-on user has permissions for viewing alerts. The following processes are repeated for each alert depending on its type:

For a protected Alert:

If the user has the ProtectedAlert.View permission, the Display Alerts screen is displayed, and the alert is added to the Alerts data grid, or, if the screen is already displayed, the alert is added to the Alerts data grid.
If the user does not have the ProtectedAlert.View permission, the Display Alerts screen is not displayed, or, if the screen is already displayed, the alert is not added to the Alerts data grid.

For an unprotected alert:

If the user has the Alert.View permission, the Display Alerts screen is displayed, and the alert is added to the Alerts data grid, or, if the screen is already displayed, the alert is added to the Alerts data grid.
If the user does not have the Alert.View permission, the Display Alerts screen is not displayed, or, if the screen is already displayed, the alert is not added to the Alerts data grid.

Participant List menu

Menu Elements