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FAQs for Administrators

Event Scheduling Chapter 5: FAQs

What do I need to switch on before the Event Scheduling module works? What do I need to switch on before the Event Scheduling module works? The module must be activated in Ruleset Setup under the Products tab, and the Event Scheduling item must also be activ...

Glossary

Event Scheduling Chapter 6: Glossary

Attendance record An attendance record is used to document whether each attendee was present at an event session, absent, or absent with an excuse. Administrators use this record to accurately track participation, add notes as necessary, and finalise attendan...

Version 9.1.219.7 (Support Release - 22 April 2026)

RELEASE NOTES List of the Release Notes (2026)

People Groups Correct problem with user people group fetch excluding appointments that end on the current day (#147959) Problem When a user's appointment ends on the current day, then no people groups are returned on which the user is a part of, resulting in ...

Version 9.1.224.1 (Support Release - 20 April 2026)

RELEASE NOTES List of the Release Notes (2026)

People Management Resolved transfer user data validation bug (#147063) Problem When the termination date is before the appointment date when transferring a user to another ruleset, the validation happens, but no message is displayed. The validation appeared b...

Version 9.1.225 (4 May 2026)

RELEASE NOTES List of the Release Notes (2026)

People Management Catching and handling error occurring when terminating inactive person (#146377) Problem When attempting to terminate a user without an active appointment, a “We’re Sorry” page is displayed.  Solution A message is now shown instead, clear...

Version 9.1.226 (4 May 2026)

RELEASE NOTES List of the Release Notes (2026)

Communication Portal Resolved Master Data deletion relation being slow (#147642) Problem SQL cursor performance issue checks every FK relation before attempting to delete the master data item  Solution SQL improvement to minimise the cursor and a single se...

Version 9.1.227 (4 May 2026)

RELEASE NOTES List of the Release Notes (2026)

People Management Link the Address section to the required field, and implement required address import validation (#148420 & #148425) Problem Address section (not on summary page), not yet linked to required field setup. Also, import validation doesn't fire ...

Add Event Details

Event Scheduling Chapter 4: Using the Event Scheduling M...

Hover over the sidebar menu, then click Event Scheduling. Click to navigate to the List View tab, then click +EVENT. Enter a name for the event. To create a learner record for attendees, link a training intervention from the Training Intervention Li...

Configure Event Notifications

Event Scheduling Chapter 4: Using the Event Scheduling M...

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 Notific...

Add Attendees

Event Scheduling Chapter 4: Using the Event Scheduling M...

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 Attend...

Configure Who Can Book

Event Scheduling Chapter 4: Using the Event Scheduling M...

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

Event Scheduling Chapter 4: Using the Event Scheduling M...

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 Docume...

Configure Costing Structures

Event Scheduling Chapter 4: Using the Event Scheduling M...

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 ...

Update Attendance for Events

Event Scheduling Chapter 4: Using the Event Scheduling M...

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

Event Scheduling Chapter 4: Using the Event Scheduling M...

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

Event Scheduling Chapter 4: Using the Event Scheduling M...

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

Event Scheduling Chapter 4: Using the Event Scheduling M...

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

Event Scheduling Chapter 4: Using the Event Scheduling M...

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...