Professionals | Finding or adding a Customer in My Colorado Journey

My Colorado Journey has both a Customer Portal and a Professional Portal.

With a Professional account, you will be able to create Customer accounts, assign or recommend Outcomes, and view reports. Professional accounts are great for educators, case managers, administrators, and anyone who walks alongside a student or job seeker on their journey.

You can add Customers manually to your Location and then invite them to the Customer Portal. This triggers their invitation. You can also have them self-register, but they then must associate with your location. If a Customer has self registered and you cannot find them, please use the Search Across functionality. 

Check out this video on how to use My Journey to find an existing participant record, or to create a new one if needed. If you prefer a step-by-step guide, scroll below for directions.

**Please note that in My Colorado Journey, we use the term Customers but on the Training site it says Participants. The Training site is used to protect personal information and customer privacy.**

 

Finding a participant

1. Navigate to My Dashboard. On My Dashboard, you have a Participant widget with a search bar as well as the last five Participant Records you've interacted with. 

You can search directly from the widget to find the participant you are looking for. Additionally, you can click "Go to Participants" to navigate to the Participant Search or use the sidebar navigation for the button called "Participants". Remember, this may also be labeled "Students," "Customers," "Residents," or another term to refer to the people you serve. 

2. From the Participant Search, select how you will search. Most Professional users prefer to search by name or email. By default, we do not include archived or deleted participants in the search. Please update "Status" if you would like to include either group. 

3. Select the hyperlinked First Name to access the participant's record.

4. View, edit, and update the participant's record as desired. Inside of a participant record, there are a number of different pages or workflows that you can navigate. Note that not all of these options will be available, depending on the configuration that has been set up in your implementation.

Adding an existing participant to your location

1. Navigate to Search (across) to find a participant who is in the system, but currently associated with a different location.

2. Enter the participant's first name, last name, date of birth, and one additional piece of information. Email address or phone number are typically the easiest pieces of information to add. Then, select Search.

3. When you find the correct record, select Add Participant to import the participant's record into your location. Then, you will be able to see and edit the participant's record.

You will know you have successfully added the Participant to your location when you get this pop-up. 

Adding a new participant

If the participant is not in My Journey, you'll need to add them. 

1. Select Participant Intake to add a new participant.

2. Enter the individual's first name, last name, email, and date of birth to create a new record. Then, select Add Participant.

3. Edit the record as desired. Please note that if you have data integrations, our records and systems integrator will de-duplicate the student record.