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Steps to complete a Course and mark the attendance
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Related Helpguide Pages
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Learn how to mark a Course and it’s Delegates as Completed once the Course has run. |
Once a Course has run, marking the Course as ‘completed’ and marking the attendance of the Delegates means that your automated post-Course communications will start to trigger (such as course evaluations, and certificates)! Additionally, Course status and Delegate status very often feed into important metrics and help to determine future Course schedules.
Follow this page to learn the steps for completing a Course.
👥 Update unassigned Placeholder places to have assigned Delegates
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If you have any Placeholders on your Course that do not yet have all of their places allocated to Delegates, this first step is to update the Placeholder so that all the places have been filled. |
To update your Placeholders, you will follow these steps:
Check if you have an Placeholders on your Course that has un-allocated places
Allocate Delegates these Placeholder places
Check if you have an Placeholders on your Course that has un-allocated places
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Allocate Delegates to the remaining Placeholder places
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✅ Mark Course & Delegate attendance
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Once you have a complete list of Delegates on your Course, you can mark the Course as 'Complete' and mark the Delegate attendance on the Course |
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