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Steps to complete a Delegate

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Related Helpguide Pages

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Learn how to mark an individual Delegate as ‘Completed’ when they have finished their Course

Once a Delegate has completed all of the requirements for their Course, whether this is simply attending a day in a classroom, or whether this is a series of coursework, classroom sessions, and exams, if they have passed the Course you can very quickly mark their Delegate as ‘Completed’ to trigger your automated post-Course communications to them (such as course evaluations, and certificates).

Delegate DataGrid

Please note if you would like to learn how to mark the full attendance for all Delegates on a Course, our guide on Completing a Course is more relevant.

Follow this page to learn the steps for setting a single Delegate to ‘Completed’ on a Course.

🗺️ Navigate to the Course you wish to complete the Delegate on

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This step will run through how to access the Delegate you wish to cancel from your Course.

Expand
titleAccess the relevant Course

  1. Depending on whether you are checking Courses in a Classroom or Online, open the Courses > Class or Courses > Web DataGrid on the left-hand side

    Courses Tab

  2. This will open your Course DataGrid

    Courses DataGrid

  3. Find the Course that your Delegate is booked on, by applying filters and/or searching the Courses DataGrid

  4. Right-click on the Course the Delegate is booked onto, this will show you the context menu options for this Course

    Courses DataGrid with Menu

  5. Click on the ‘Delegates’ context menu option to view the Delegates assigned to this Course

    Delegate Menu option

(tick) Complete the Delegate on your Course

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This step will run through how to mark the Delegate as ‘Completed’ on your Course.

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titleChange the Delegate's status to 'Completed'

  1. You will be taken to the Delegates DataGrid, which will show you the Delegates assigned to this Course only

    Class Course Delegate DataGrid

  2. From the Delegates DataGrid, identify the Delegate that you need to set to Completed

    Delegate DataGrid - Delegate Highlighted

  3. Right-click the Delegate to view the context menu options for this Delegate and click ‘Edit’

    Delegate DataGrid with Menu

  4. This will open the Details page for this Delegate

    Delegate profile

  5. From here, change the Delegate’s ‘Status’ drop-down box to 'Completed’

    Delegate Profile - Status drop down

  6. Once you have selected the ‘Completed' Status click the ‘Save’ button in the top right of the page.

    Delegate profile - Status selected

  7. This will update this Delegate’s status to ‘Completed’