SmartGrids: Delegates

Owned by Rachael Oldfield (Unlicensed)
Last updated: 19 Mar, 2024 by Hannah Letch
2 min read

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When you click on Smart Grids, you will be able to navigate to five different Delegate-specific Smart Grids:

These pages take you to a Smart Grid of all Delegates on accessplanit that have a record on courses with that type.

How to change the Delegate attending the course

  1. Right-click on the Delegate and select Change Delegate from the context menu.




  2. In the dialog box, click Select next to Delegate.



  3. This will launch the Delegate selector window. Select the correct Delegate you would like to change to and click Save and Close.

Note

Using the 'Change Delegate' option will not resend any Communications or trigger workflows and so if you would like the new delegate to be treated as a brand new booking, we recommend cancelling the original delegate and booking the new delegate on the course separately.

How to store a note against a Delegate

  1. Right-click the Delegate and select Add to Notes in the context menu.




  2. In the dialog box, select the Type of Note and enter the content of the Note.

     

  3. Click Save and Close to save the Note against the Delegate.