Attendance Management - Add/Remove people from Session Attendance

Attendance Management - Add/Remove people from Session Attendance

Attendance Management is used to record users who attended a particular Event/Session. If using the CE/CME Module, participants can also be recorded in an Event/Session with the appropriate Credit/Hours. 
 
Users will automatically populate in this screen if you are using any of the following features:

 

  • Self Claimed Credit
  • Enduring Materials
  • QR Code Mobile Check-in
  • Manage Attendance Coordinator Check-in screen
Check with your Project Manager if you are unsure of which feature you are using. 
 

 

To manually add a user to 'Attendance Management'

Go to Events/Sessions > use the text search option or 'Advanced Search' to find the Event/Session you want to add a user to
 
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Click on the Title of the Session
 
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Click on the 'Attendance Management' button
 
 
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Click 'Add People'
 
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Use the Filter Options to find the user you want to add and click 'Search'
 
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Select the appropriate option under the 'Add to Attendance' column header and click the 'Add to Attendance' button:
 
 
  • Add New - will simply record the user as "attended"
  • Add With Credit - will add the user with the appropriate Credit/Hours indicated in the Event/Session. The user will be able to see the credit from their 'My Credits' page.
  • Add Pending Test/Eval - will add the user in a 'Pending' credit status until they complete the required Post-Test or Evaluation. The user will see the 'Pending Credits' section in their 'My Credits' page. NOTE: this feature must be set up by a Developer. . 
 
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Confirm the user was added on the 'Attendance Management' screen
 
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Check the box next to -  Remove person name,  the person is removed from the Session Attendance.
 
 
 

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