To manually allocate one child to a program it is possible to update the program preference to allocated without using the allocation engine. Please note, this manual allocation does not check available capacity at the service.
In order to allocate a child to a program they must first hold a preference for that program. For more details about adding program preferences please refer here.
1. View the child's 'Program Preferences" by clicking on the quick link on the left hand side of a child view. Note, preferences and allocations are unique to each care period. Be sure to look for the preferences related to the care period you are making changes for.
2. If the child does not hold preferences for the program you are wishing to allocate them to you will need to update the program preferences by using the "This Year - program preferences" OR "Next Year - program preferences" quick action buttons on the child record. For more details please on updating program preferences refer here.
3. If the child holds a preference for the program you are wishing to allocate them to, select the program preference by clicking on the Program Preference Name or the edit pencil
4. Update the program preference statuses to reflect the changes you want to make. For example, in the example shown the child is current allocated to his second preference, Green Group and will be moving to Red Group. Program Pref 2 Status (related to Green Group) will be updated to Not Required. Program Pref 1 Status (related to Red Group) will be updated to Allocated. Remember to click the green tick to confirm your change after you have made it.
When you return to the child record you will see that the program allocated has been updated as well as the related program details.
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