Update Attendees' Overall Completion Status

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

Hover over the sidebar menu, then click Event Scheduling.

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

Click to access the overall status for the event.

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.

Click CONFIRM to proceed or CANCEL to discard your changes.

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

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.

Click CONFIRM to proceed or CANCEL to discard your changes.

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

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.