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Steps to generate a Course sign-in sheet
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Related Helpguide Pages
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Learn how to generate a sign-in sheet for a Course |
As your Course approaches, you can quickly generate a list of the Delegates registered for the Course. You can then supply to your trainers or your reception, to streamline the sign-in process!
Follow this page to learn the steps to generate a sign-in sheet for your Course.
✍️ Optional: Create your own sign-in sheet
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Your accessplanit platform has a standardised sign-in sheet available to use, however if you would like to design your own and have control over what information is included in your sign-in sheet, you can upload sign-in sheet templates, that have been created in Microsoft Word There are special accessplanit merge fields that you can include in your Word documents, so that the information held in your accessplanit platform is automatically populated in your sign-in sheets when they are generated for a Course. |
To create a sign-in sheet, you will follow these steps:
Build your sign-in sheet in MS Word
Create a sign-in sheet Document Template
Test the sign-in sheet
🏗️ Build your sign-in sheet in MS Word
The first step is to open Microsoft Word and create your sign-in sheet template, using accessplanit merge fields
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Please note If you are using a Mac you will go to Insert > Field
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🖇️ Create a sign-in sheet Document Template
Once you have created and saved your sign-in sheet in MS Word, you will next upload this into your accessplanit platform as a ‘Document Template’.
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🧪 Test the sign-in sheet
Before you move onto generating the sign-in sheet for any of your Courses, first test that the sign-in sheet generates as you are expecting
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🖇️ Optional: Assign your sign-in sheet to your Course Templates
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If you have created your own sign-in sheet in the last step, to prevent the standard accessplanit sign-in sheet being used, you will need to link your sign-in sheet Document Template to the relevant Course Templates. |
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🔄 Generate a sign-in sheet
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This step will take you through the steps to generate a sign-in sheet for a Course |
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