Steps to complete a Course and mark the attendance
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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
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
Depending on whether your Delegate was booked onto a Classroom Course, Webinar Course, open the relevant Course DataGrid
Find the Course that you will be marked as completed, by applying filters and/or searching the Courses DataGrid
Right-click on the Course that you wish to complete, this will show you the context menu options for this Course
Click on the ‘Placeholders’ context menu option to see if this Course has any Placeholders
You will be taken to the Placeholder DataGrid, which will show you the Placeholder Places assigned to this Course only
From the Placeholders DataGrid, you will need to identify the Placeholder Places that are unallocated, you can check this by adding the the ‘Unused places’ column to your DataGrid
If it is not already included in your DataGrid, you can add the 'Unused Places' column by click on the ‘Change Columns’ button at the top right of the DataGrid results
Use the ‘+' button to add new columns in and click on the 'Apply’ button
You will now see the unused Placeholder Places, within your DataGrid!
Allocate Delegates to the remaining Placeholder places
Right click on the Placeholder Place and select ‘Assign To Placeholder’
This will open the ‘Maintain Placeholder’ Pop up box where it will allow you to select your Delegate to use a
Click ‘Select’ next to the Delegates text box
This will open a pop up box with a list of all Delegates that are available to select. From here you can search for the Delegate you require using the search bar in the top right of the pop up box
Once you have selected the Delegate you require, the Delegates selector box will populate
Click Save & Close
Your unused Placeholder places has now been allocated and your Delegate has now been booked onto the Course
✅ Mark Course & Delegate attendance
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
Click Courses and either Class or Web
Locate the Course you wish to change the status of by using the Search menue in the top right hand side of the DataGrid
Right-click on the Course to open the context menu and click ‘Edit Course & Delegate Status’
A pop up box will open
You can select the Course Status from here
If selected ‘Completed’ you will have an additional tick box that will appear asking if you wish to ‘Apply to Delegates’
Ticking this will change the status for all Delegates. If you choose to use this tick box, skip to step 8
You can then select the status for each Delegate using the Drop down box to the left of each name
Once you have updated the Course Status and Delegate Status click ‘Save and Close’
