Closing a Match
1.Go to the Match screen and select the appropriate match from the drop down list, or by typing in a first or last name for a mentor or mentee or entering the match ID number.
2.Click on the Close Match button.
3.Enter in the Match End Date, or select the date from the calendar.
Please note: It is important to enter the actual date that the match closed, not the date of data entry.
4.Select a Close Initiated By option, Close Reason, Check the box if it was an Early Termination, Set your Mentee Actions and Mentor Actions. If either the mentee or mentor needs to be waiting in the same program make sure you check the Copy the mentee/mentor process steps from this match to the new case record box.
6.You are prompted, if you are sure that you are ready to close the match (this cannot be undone) click Yes.
For additional information, please see our training video: Closing a Match