Consumer Events - Active Span Workflow

Consumer Events - Active Span Workflow

How Can I Tell How Many Consumers Were Added to SETWorks?


Any time a client is added to SETWorks, a consumer event called "Active Span" is created. 
This event is used to track the date a consumer was entered in to SETWorks. The start date of the Active Span event reflects the date they were created in the system. 

If the consumer's status is changed to Inactive, the event will automatically be updated with an end date reflecting the date the status was changed to Inactive. 

By using the Active Span event, we can easily track when clients were entered and on what date. 

These two reports are useful for viewing consumer events:

Consumer Events Report
Consumer Events Dashboard


Consumer Events Report

Use the Consumer Events Report to generate the report for a department (or all departments):


Export the report to Excel and apply filters to filter for Active Span. 


Consumer Events Dashboard

Use the Consumer Event filter to filter for only Active Span:



Export the Consumer Events Widget to Excel for deeper analysis. 

    • Related Articles

    • Create a New Consumer

      Creating a new Consumer in SETWorks Administrator, Manager This article will explain how to create a new Consumer in SETWorks. Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our ...

    • SETWorks Webinar - November 2024 - Consumer Events

      On November 20th 2024, SETWorks hosted a live webinar about working with Consumer Events in SETWorks. You can view the recording from the link below: https://youtu.be/MDDzc7rVaZc

    • Managing Intakes and Referrals in SETWorks

      How can I utilize SETWorks to manage our intake and/or referral process? Administrators, Department Leads The process of providing a person your services always starts with a referral and intake. Your organization might receive a referral via paper ...

    • View Consumer Information

      Viewing Consumer Information Administrator, Manager This article will explain how to view Consumer information in SETWorks. Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles ...

    • Consumer Attendance

      What is Consumer Attendance and how does it work? Consumer Attendance is a feature that allows a user to easily track simple details such as whether a consumer was present that day. By default, SETWorks is configured to track if a consumer was: In ...