Reach the View Participant page by selecting a participant using Quick Search. This page also opens after you add a participant or when you click the participant link on the View Training Account page.
The View Participant page displays information about a participant and his or her accounts. The information is display only. You can edit participant information or add accounts from this page by clicking the Edit and Add Account buttons that appear at the top and bottom of the page.
The page contains three sections: Participant Information, Participant Support Account, and Participant Training Account.
The participant information section contains the following fields, which are display only and cannot be changed from this page:
SSN: The participant's social security number.
Name: The participant's name.
Street Address:The participant's address, as opposed to email address, which is found below.
Primary Phone: Telephone number the participant uses most.
Secondary Phone: A second phone, perhaps a work or a cell phone, or a FAX number.
Email Address:This may be a business or personal email address.
The Participant Support Account section contains the following fields, which are display only and cannot be changed from this page:
View this Support Account: Click on this link to open the View Support Account page. This is one way to select an account.
Account ID: This randomly assigned number is a unique identifier used in the accounting system to reference this account.
Account Status: Open, closed, or on hold.
Case Manager: The name of the case manager assigned to this account.
CM Onestop/Unit: A location identifier for where the case manager works.
Budget: Total amount of money budgeted for this account
Budget Adjustment: A budget can be adjusted (up or down) multiple times. This number reflects the net adjustment for this account.
Total Encumbrances: The amount of money for which vouchers have been generated, whether or not they have been paid, over the life of the account.
Total Expenses: Invoices and checks paid against this account since its inception.
Available Budget: Amount of money in the account budget not yet encumbered or paid.
Last Allocation Date: This field shows the last date the account received an allocation of funds. Most accounts are reallocated annually.
Next Allocation Date: This field shows the next time the account will receive an allocation of funds. Most accounts are reallocated annually.
The Participant Training Account section displays information about the training account associated with this participant. This section contains the following fields, which are display only and cannot be changed from this page:
View this training account: Click on this link to open the View Training Account page. This is one way to select an account.
Account ID: This randomly assigned number is a unique identifier used in the accounting system to reference this account.
Account Status: Open, closed, or on hold.
Case Manager: The name of the case manager assigned to this account.
CM Onestop/Unit: A location identifier for where the case manager works.
Program: The training program the participant is enrolled in.
Budget: Total amount of money budgeted for this account
Budget Adjustment: A budget can be adjusted (up or down) multiple times. This number reflects the net adjustment for this account.
Total Encumbrances: The amount of money for which vouchers have been generated, whether or not they have been paid.
Total Expenses: Invoices and checks already paid against this account.
Available Budget: Amount of money in the account budget not yet encumbered or paid.
View Closed Training Accounts: Click this link to view closed training accounts linked to this participant.