Selecting a Participant

This section will explain how to select a participant to work with in the Member Management section.

Click on the Member Management tab

1. Click on the "Members" tab.

Select a Participant

Before you can complete a fitness assessment you need to select a participant for whom you will be completing the assessment for.
1. You can narrow your search criteria by selecting an Organization, Location, and or a Unit.
2. Select which field you will be using for your search criteria. You are able to search by either "ID", "Last Name, First Name (optional)", or "Email Address".
3. Enter the value that you wish to search on.
4. By default, Motivation will search on the characters entered. For example, if you were looking for the name "sample", you can enter the just a "S" and this will list all names begining with a "S". However, if you want only the names "sample", you would key the full name into the search field, and check the "Exact Match" check box. This way you would only get names that were an exact match to the characters that you entered, in this case "sample"
5. By default Motivation will only search active participants. If you wish the search to include Disabled accounts check the "Include Disabled Accounts" check box.
6. Click the "Submit" button.

Participants Matching Your Search Criteria

1. Click on the "ID" number of the participant you wish to select.
2. If you wish you wish to change your selection criteria you can either click on the "Search" button, or the "click here." link.

Participant Demographics

You will see the name of your selected participant is displayed at the top of the page.

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