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:


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


Step 2. Select Funding Sources from the Top menu.

Funding Sources List


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

Funding Source Detail


Step 4. Click Edit on the funding source



Step 5. Set the STATUS to Inactive

Select Inactive status


Step 6. Click Save

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


Inactive Funding Source


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


Inactive Funding Source



Further information

For further information, refer to the following articles:

Updated on June 4, 2018

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