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 ...

    • 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 ...

    • Removing a Duplicate Consumer Record

      How do I mark one of my Consumers as Inactive? Everyone, All Users To remove a duplicate profile, or to mark a consumer as discharged, simply edit the consumer record and mark the record as inactive.  Terminology can be modified within SETWorks to ...

    • Discharging/Inactivating a Consumer Record

      My client moved away. How do I remove a Consumer from SETWorks? Everyone, All Users To mark a consumer as having moved or been discharged, simply edit the consumer record and mark the record as inactive. Records are never deleted in SETWorks. It is ...