Learn - Update event attendance

User attendance can be updated for specific Users or for all Users simultaneously. This action may be performed by an administrator, or another User with the ‘Event administrator’ responsibility, for example the trainer for the Event. The steps below show how. For more information about the Event administrator responsibility, search the Kallidus Help Centre for ‘Learn Roles and Responsibilities’ .

Step One: Open the attendance options for the Event

Navigate to the Event for which User attendance is to be updated. Select ‘Attendance’ from the Administration menu. 

Step Two: Update the User status where the least records are affected

Typically, an administrator will select the status of either 'Attended' or 'Did not attend' for an Event. 

When marking attendance, start with the status for which there are the fewest records to update. For this example, let's assume that 15 attended, and 3 did not attend. Therefore we'll start by updating attendance status for the 3 who did not attend. 

Select the status 'Did not attend' from the drop down menu:

then, select the Users for whom this status should apply, and select 'Submit':

Attendance is now marked for the individuals who did not attend'. Select ‘Attendance’ again to return to the main attendance options, and repeat the above steps until only the 'attended' remain (assuming that the status 'Attended' applies to the majority of the booked attendees).  

Step Three: Update the status for the remaining Users

When only one status remains to be updated, the status for all remaining attendees can be updated in one action. 

Select ‘Attendance’ again to return to the main attendance options.  Ensure that 'Overwrite existing values' is not selected, and select 'Attended' from the 'status' drop-down menu:

Select 'Select all' and Submit. All remaining users will be given the status of 'Attended':

Note: Once marked as ‘Attended’ a Users’ training record for the Lesson will be marked with a ‘date certified’ stamp - the date they first completed the Lesson. Subsequently changing the Users’ status to ‘Cancelled’ will not reverse this.

Learn more in The Academy

To find out more about working with Events - including how to mark attendance in bulk with a spreadsheet import - take a look at 'Event Hacks' in The Academy.