How to Track Program Participants

The Participants tab on a program record lists the people taking part in that program.

Adding a Participant

1. Open the program from Programs > Program List
2. Choose the Participants tab
3. In Add A Participant, start typing the participant's name
4. Pick them from the results

If the person is not in your database yet, the search box has an add button so you can create the participant record without leaving the page.

Seeing a Participant's Full Record

Participants listed here are ordinary participant records, so opening one gives you their details, connections, skills and experience, training, follow-ups, notifications, contact log, email log, files and notes.

The Participants List

For every participant across the organization rather than one program, go to Programs > Participants. That list can be filtered and exported, and participants can be imported in bulk.

Removing a Participant

Removing someone from the Participants tab takes them off that program. It does not delete the participant record itself, so their history and any other programs they belong to are untouched.

Best Practices

• Search before adding, so one person does not end up in the system twice
• Keep participant contact details on the participant record, where every program can see them
• Use the participant's own tabs for notes and follow-ups rather than tracking them outside Argenta