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3a. Transfer a delegate to another course
Access your system > Open the Courses ‘Calendar’ page > right-click on the first date that you have scheduled in the calendar and select ‘Candidates’
Right click on Transfer User and click on ‘Transfer Delegate’
In the Transfer Delegate window select the transferred to date as the other course you scheduled in 1d
Return to the Courses ‘Calendar’ page > right click on the first date that you have scheduled in the calendar and select ‘Candidates’
Your delegate should now have the status of ‘Transferred’ on the first course
Return to the Courses ‘Calendar’ page > right click on the second date that you have scheduled in the calendar and select ‘Candidates’
Your delegate should now have the status of ‘Booked’ on the second course
3b. Change a delegate to another user
Access your system > Open the Courses ‘Calendar’ page > right-click on the second date that you have scheduled in the calendar and select ‘Candidates’
Right click on Transfer User and click on ‘Change Delegate’
Select ‘New User’ as the replacement delegate
Save and close
3c. Cancel a delegate
Access your system > Open the Courses ‘Calendar’ page > right-click on the first date that you have scheduled in the calendar and select ‘Candidates’
Right click on ‘Cancel User’ and click on ‘Cancel Delegate’
Add any applicable cancellation notes and confirm the cancel
Your delegate should now have the status of ‘Cancelled’ on the course
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