Add and manage attendees in training

After adding a session to the training, authors can add attendees to it and manage them by changing their status and unregistering them.

Attendees are the learners added to a training session.

For Engagedly V1, navigate to Learning from the top.

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For Engagedly V2, navigate to Apps on the left pane and select Learning.

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Add attendee

You can add attendees to an instructor training in a course that is authored by you.

  1. At the top right, click Manage Resources.
  2. Click Authored by you and select a course.
  3. Click the Insights tab and scroll down to the Instructor Led Training Metrics field.

You can view the training sessions.

  4.   Hover over the session and click View.

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  5.   Click Add Learners, select the learners manually or in bulk, and then click Save.

Note: You can add attendees to a session who are learners in that course.

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Note: If you add learners to a session, they need not register for it, as adding attendees means registering them for the session.

While adding learners, you can confirm their attendance.

Enable Mark As Attended or Mark As Not Attended and click Submit.

You can skip this step and mark their attendance after the session or when required.

Manage attendee

After adding attendees to training, you can manage them by changing their status or unregistering them as required.

Even if attendees have attended the training, their status remains Pending by default. The author or co-author must manually change their status to Attended or Not Attended. However, the attendees’ cannot change their status.

Change individual attendees’ status

You can change individual attendees’ status.

  5.   Follow steps 1 to 4.

  6.   In the Status field, select Attended or Not Attended in the Pending drop-down.

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Change attendees’ status in bulk

You can change attendees’ status manually or in bulk.

  5.   Follow steps 1 to 4.

  6.   Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu at the top right and select Change status as Attended            or Change status as Not Attended as required.

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  7.   Select the learners manually or in bulk.

  8.   Click Attended or Not Attended as required and then click Confirm.

Unregister learners’

You can unregister learners from a training session.

  5.   Follow steps 1 to 4.

  6.   Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu at the top right and select Unregister Learners.

  7.   Select the learners manually or in bulk.

  8.   Click Unregister and click Confirm.

Note: The learners can also unregister from a training session if required.

Export learners’ data

You can export the learners’ data for reference.

  4.   Follow steps 1 to 3.

  5.   Click Export on the right.

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Or

  5.   Follow steps 1 to 4.

  6.   Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu at the top right and select Export.