3. Delegate Management

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