Set an expired Funding Source to inactive

 

If you no longer funded for a particular program or wish to stop recording data against a funding source follow the process below:

Instructions

Step 1. Log into your CRM database (refer to Logging On for further information).

 

Step 2. Select Funding Sources from the Top menu.

 

Step 3. Identify the funding source to be expired and note the Outlet and Activity ID number

 

Step 4. Click Edit on the funding source

 

 

Step 5. Set the STATUS to Inactive

 

Step 6. Click Save

Tip: Do not delete a funding source to ensure 
historical data recorded against it remains valid.

 

 

If you have any cases still using the inactive funding source, you will see the following:

 

 

 

Further information

For further information, refer to the following articles:

• Funding Sources Overview
• Manage an expired Funding Source
• Rename a Funding Source
• Manage an expired Service
• Add a new Service