The programs assigned to a record upon creation depend on the form’s Program Assignment Type. To adjust a record’s program assignment after it’s been created, an Administrator can edit the record’s Program Access from within the record itself.

Follow the steps listed below to learn how to view and edit a record’s program assignment.

In the My Apricot view, click the Search Records category on the navigation bar and select the appropriate form.

Expand the ‘Add Search Field’ dropdown field to select criteria and filter your search results. For example, you can search for a Participant record’s name or case number to find the exact participant you’re looking for.

Click the mint-colored text to navigate to the record.

In the Assigned Programs section on the right-hand side of the record, click ‘Program Access’.

The ‘Assign Programs’ pop-up window will display. You can select an option from the Available Programs box then click ‘Add >’ to assign the program to the record, or you can select an option from the Assigned Programs box then click ‘< Remove’ to unassign the program from the record.

Note: If your organization uses Caseloads, you can also change the record’s Case Manager from this pop-up by selecting a staff member from the dropdown and clicking ‘Add Case Manager’ or clicking the X next to a previously assigned Case Manager. Otherwise, you can ignore this section when assigning programs.

Click Apply once you’ve assigned the correct programs. Any programs you add will show in the Assigned Programs section with ‘New’ in red text next to it.

In the Record Options palette, select ‘Save Record’ to confirm your record program assignment changes.