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Update Attendees' Overall Completion Status

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Attendees’ overall completion status can be updated for each event.

  • Hover over the sidebar menu, then click Event Scheduling.

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  • Navigate to the List View tab. 
  • Expand the event for which you would like to update the overall completion status.

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  • Click to access the overall status for the event.

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  • Use the icons under the Overall Status heading to update the status for all the attendees.
    • Click the tick icon to mark all attendees’ statuses as Completed.
    • Click the cross icon to mark all attendees’ statuses as Not Completed.
    • Click the calendar icon to mark all attendees’ statuses as Rescheduled.
    • Click the cancel icon to mark all attendees’ statuses as Cancelled.

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  • Click CONFIRM to proceed or CANCEL to discard your changes.

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  • Alternatively, update each attendee’s overall completion status individually by clicking the icons in the Overall Status column next to their name.

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  • Use the icons under the Competent Status heading to update the competency for all the attendees.
    • Click the tick icon to mark all attendees’ statuses as Competent.
    • Click the cross icon to mark all attendees’ statuses as Not Yet Competent.
    • Click the cancel icon to mark all attendees’ statuses as Not Applicable.

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  • Click CONFIRM to proceed or CANCEL to discard your changes.

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  • Optionally, notes about the event can be added for each attendee.

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  • The buttons at the bottom of the pop-up window have the following functions:
    • Click EXPORT OVERALL STATUS to export the overall completion status of all attendees to an Excel document.
    • Click VIEW ATTENDANCE HISTORY to view the attendance register for the event.
    • Click SAVE FOR LATER to save your changes.
    • Click SAVE & SET ALL UNMARKED COMPLETED to save your changes and set all unmarked records to Completed.

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