Discharge Reasons help your organization clearly document why a participant is set as inactive. These reasons appear when updating a participant’s status and support accurate recordkeeping, internal reviews, and accreditation reporting. Equip includes a default list of discharge reasons, but you can customize them to reflect your organization’s needs.
⚙️ Open Account Settings
Click your profile photo in the top-right corner of any page
Select Account Settings from the dropdown menu
📋 Go to Discharge Reason Settings
In the left-hand menu, locate the Data Properties section
Click Discharge Reasons
This opens your Discharge Reason Library, where all reasons are managed
➕ Add a New Discharge Reason
Click Add Discharge Reason in the top-right corner
Enter the name of the discharge reason
Enter the disposition
✅ Save Your Discharge Reason
Click Create Discharge Reason at the bottom of the form
Your new discharge reason will now appear as an option when setting a participant as Inactive
📝 Equip Tip: Use discharge reasons that align with your exit processes, reporting requirements, and accreditation language. Clear, standardized reasons make trend analysis and documentation much easier over time.