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Configure Who Can Book
If the attendees selected for the event (in the previous step) are individuals, you can use the Who Can Book tab to configure employee self-service for bookings. Hover over the sidebar menu, then click Event Scheduling. Navigate to the List View tab and e...
Upload Documents to an Event
Hover over the sidebar menu, then click Event Scheduling. Navigate to the List View tab and expand the course you would like to edit by clicking on its name. Click on the name of the event you would like to edit. In the left-hand menu, click Documen...
Configure Costing Structures
Administrators can add costing structures to events. The cost description categories are specified on the linked training intervention. The costs are then defined using the Event Scheduling module. Add costs to the training intervention Click the gear icon t...
Update Attendance for Events
Attendance can be updated for each attendee at 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 attendance. Click to access the attendance records ...
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 ac...
View Costs per Attendee
Hover over the sidebar menu, then click Event Scheduling. Navigate to the List View tab. Expand the event for which you would like to view the per-attendee costs. Click to access the overall status for the event. Click the arrow icon next to an att...
View Historical Attendance
Hover over the sidebar menu, then click Event Scheduling. Navigate to the List View tab. Expand the event you would like to view the attendance history for. Click the history icon to view the event's attendance history. The pop-up window displays th...
Using the Calendar View
The following section demonstrates what end users see in the Event Scheduling module. Hover over the sidebar menu, then click Event Scheduling. The Calendar View tab will open. If an employee has been booked for an event, the event details will show in th...
Using the List View
Hover over the sidebar menu, then click Event Scheduling. Click to navigate to the List View tab. This page shows all events within your date range filter. Use the search bar to search for specific courses or events. Use the calendar icon to change th...
Scan QR Codes for Events
The QR code scanning feature lets event attendees quickly log their attendance. Hover over the sidebar menu, then click Event Scheduling. Click to navigate to the Scan QR Code tab. Once an attendee has been booked on an event, they will receive an emai...
How to Book Myself on an Event
Employees can use the self-booking service to book themselves on open events. Hover over the sidebar menu, then click Event Scheduling. When on the Calendar View tab, click +BOOK MYSELF ON MULTIPLE EVENTS. Use the date filter to view events within a sp...
How to do Approvals
Manager approvals Some events require manager approval for attendees. Upon submitting a request to attend an event, the attendee’s manager will be notified by email. Additionally, when navigating to the Dashboard, the manager will see a new request on the...
Version 9.1.227.1 (Support Release - 12 May 2026)
Identity and Authorisation Fixing lockout modal not opening issue (#148363) Problem When a Tenant reaches or passes its close date and is configured to lock, users are correctly prevented from logging in to the ruleset. However, no message is displayed to in...
Version 9.1.228 (25 May 2026)
Data Warehouse Updated SSIS Packages to align with new Materialised changes (#142737) Problem The package fails currently due to new Materialised changes Solution Updated packages JobProfiler, PerformanceManagement and LearningManagement to align with the...
Version 9.1.229 (25 May 2026)
Notifications Fix monthly nth weekday Quartz scheduling (#148903) Problem Quartz does not support multiple monthly nth weekday cron values in one expression, such as MON#1, WED#1. This caused RefreshQuartzSchedules to fail when a schedule selected multiple we...
Learning Management: eLearning Implementation Guide
Activate the Learning Management module Click the gear icon to access the Setup and Configuration menu. Click Ruleset Setup. Select the ruleset you would like to update. Navigate to the Products tab. Click on the Learning Management product card,...
Version 9.1.230 (25 May 2026)
Imports Resolve the incorrect import of org level 9. Correct import of reporting lines and company dates after materialisation migration (#149114) Problem Org level 9 name and code imported in the incorrect order. The Reporting line import fails due to a mapp...
Version 9.1.231 (25 May 2026)
Notifications Resolve issue with notification schedule run time not saving correctly (#130537) Problem The user's selected Run time is converted to UTC from the server's time Solution The user's selected Run time should be converted to UTC from their own ...