Events - Record Attendance

Task

In order for learners to receive credit for the events they attend, someone must record attendance. Any events for which you were the Organizer will appear in your To Do List as an aid to help you remember to record attendance for them.  You can also record attendance for any event provided you are either an administrator or US scheduler and are not prevented from doing so by departmental security (a department is assigned to this event, and you aren't a member of that department).

Benefits of Recording Attendance

1. Learners see completed courses on their Achievements page. This can help them during their performance review
2. LearningSite shows the learner that they've already taken the course so they can focus on courses they haven't taken yet
3. Accurate reports including but not limited to Attendance Totals, Learner History, Course History
4. Receive Learner Feedback
5. Demonstrate and supports the value of your training to the Firm

Steps

1. From the InstructorSite home page, click the To-Do banner below the Global Search box or the red circle with the white number in it next to your name in the Nav bar.

   

   Note: If you weren't the organizer and need to record attendance, go to the Live Events page, select the Event, and then select the Users tab.

2. Click the Record Attendance button. When events are held online and in a physical location, the Registrants are listed separately:

   

3. Use the Select All button, then deselect any that didn't attend. You can also click the Attended or No Show button for each learner.

   

   

   

   
   

4. With only those who attended selected, click the Attended box.

   

5. Click No Showed for those who didn't attend.

   

6. Click the Save Registrants button. 
7. Repeat steps 3-5 as needed for Registrants in physical locations.

8. Send Evaluation Requests. You can select all and then deselect as needed.

   

   Note: if you click "Don't Send" by mistake from the Registrants tab, remove the Attended checkbox for each learner and click Save Registrants. Next, mark who attended and click Save Registrants and you'll be prompted to send the Feedback Invitations.

Removing Rosters from your To-Do List

In the event that no one attended the session, you can remove the roster from your to-do list.

1. From the InstructorSite home page, click the To-Do banner below the Global Search box or the red circle with the white number in it next to your name in the Nav bar.
2. Click the Record Attendance button. 

3. Click the Remove online roster from my to-do list checkbox.

   

Not Required to Record Attendance? 

If you have events where it isn't necessary to record attendance and you want to remove them from the Action Required List, follow these steps:

1. From InstructorSite, on the Live Events page, in the Action Required banner, click # others.

   

2. To remove the rosters without recording attendance, click the circle with the X before each event.

   

3. If you make a mistake, click Undo.