Remove Inactive Mentors

Mentors are never deleted from UMCARES, inactive mentors can be removed from the mentor drop-down menu selection. This only needs to be done when a mentor no longer serves in that role.

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Remove All Candidates from an Inactive Mentor’s Record.

All candidates must be removed or reassigned to another mentor before a mentor can be removed.

  • If the candidate has withdrawn from the process:
    1. Open Mentors and Tracks in the candidate’s record
    2. Open each of the candidate’s tracks that is marked as In Process
    3. Click Update Track Status
    4. Choose Withdrawn from the track status drop-down menu, and add the date the candidate withdrew
    5. Repeat steps for all open tracks
    6. UMCARES will automatically remove the assigned mentor
  • If a candidate is certified:
    1. Open Mentors and Tracks in the candidate’s record
    2. Open Candidacy Track
    3. Click Report of Completion
    4. Fill out the Report of Completion and click Submit
    5. Click Close Track and Submit
    6. Open Psychological Assessment Track if it is still in progress (it may already be complete)
    7. Choose Complete from the status options
    8. UMCARES will automatically remove the assigned mentor
  • If a candidate has a new mentor
    1. Open Mentors and Tracks in the candidate’s record
    2. Click Add Mentor
    3. Choose the mentor name from the drop-down menu
    4. Click Unassign for the mentor that needs to be removed
Inactivate the Mentor Record

If a mentor is currently not registered, they will NOT be on the drop-down menu.

  1. Open the mentor’s profile
  2. Click Security
  3. Click Is Active
  4. Mark as Inactive
  5. Click Save
Search for a List of Active Mentors

This will show all mentors that are available.

  1. Click Search on the header bar
  2. Select Advanced
  3. Open Roles tab
  4. Select Candidacy Mentor (GBHEM) from Roles drop-down menu
  5. Change to Show Active Registered
  6. Click Search

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