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When you click on Smart Grids, you will be able to navigate to five different Delegate-specific Smart Grids:Image Removed
![](https://accessplanit.atlassian.net/wiki/download/thumbnails/83165472/image2021-2-23_13-2-22.png?version=1&modificationDate=1614085338035&cacheVersion=1&api=v2&width=218)
These pages take you to a Smart Grid of all Delegates on accessplanit that have a record on courses with that type.
How to change a Delegate's status
Right-click on the Delegate and select Edit from the context menu.![](https://accessplanit.atlassian.net/wiki/download/attachments/83165472/image2021-2-23_13-3-9.png?version=1&modificationDate=1614085385263&cacheVersion=1&api=v2)
In the Delegate Details tab, drop down the Status box and select the correct status.
![](https://accessplanit.atlassian.net/wiki/download/attachments/83165472/image2021-2-23_13-3-52.png?version=1&modificationDate=1614085427860&cacheVersion=1&api=v2)
Once complete, click Save to update
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How to change the Delegate attending the course
Right-click on the Delegate and select Change Delegate from the context menu.
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In the dialog box, click
Select next to Delegate.
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This will launch the Delegate selector window. Select the correct Delegate you would like to change to and click Save and Close.
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NoteUsing the 'Change Delegate' option will not resend any Communications or trigger workflows and so if you would like the new delegate to be treated as a brand new booking, we recommend cancelling the original delegate and booking the new delegate on the course separately. |
How to store a note against a Delegate
Right-click the Delegate and select
Add to Notes in the context menu.
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In the dialog box, select the Type of Note and enter the content of the Note.
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Click Save and Close to save the Note against
How to generate a document for one or multiple Delegates
Selectthe Delegate
![](https://accessplanit.atlassian.net/wiki/download/attachments/83165472/image2021-2-23_13-8-12.png?version=1&modificationDate=1614085688161&cacheVersion=1&api=v2)
![](https://accessplanit.atlassian.net/wiki/download/attachments/83165472/image2021-2-23_13-8-51.png?version=1&modificationDate=1614085726720&cacheVersion=1&api=v2)
Click Generate
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