Record Attendance for an Event

Record attendance on an Event's Registrants tab: mark who attended, then select Save Registrants. Attendees get credit, certificates and evaluation requests only once attendance is saved.

Before You Begin

• You need the Event Manager role, or to be an administrator.
• If the Event belongs to a Department, Event Managers must also be members of that Department.
• You can record attendance from 15 minutes before the Event starts.

Find Events That Need Attendance

Once an Event has started, it appears on the To-Do list of its coordinator and its contacts.

1. In the top bar, select the bell.
   The menu lists up to five to-do items, including Events with attendance to record.
2. Select the Event.

To see the full list, select View all N to-do items. For an Event that isn't on your list, open it from the Live Events page.

Record Attendance

1. Open the Event and select the Registrants tab.
2. If the Event has more than one location, select a location in the list on the left.
   The page jumps to that location's registrants.
3. Select Select, then Select All.
4. Select Mark Status, then Mark as Attended.
   Each person shows Attendance Confirmed.
5. For each person who didn't attend, select their status, then select No Showed.
6. Select Save Registrants, or press Ctrl+S.
   A Registrants Saved message appears, and the Event leaves your To-Do list.
7. Repeat steps 2–6 for each other location.

To mark only some people, select them one at a time. Select also offers Select all marked as Registered and Select all marked as Attended, to find the people you haven't marked yet. On a narrow screen, Save Registrants is below the list.

Record Attendance From a List of Emails

If you have a sign-in list or a list of email addresses from your meeting tool, paste it instead of marking people one by one.

1. On the Registrants tab, select the location.
2. Select Clipboard, then Paste email addresses to record attendance.
3. Paste the email addresses, one per line or separated by semicolons, tabs or commas.
4. Select Mark N people attended.
5. Select Save Registrants.

People on the list who weren't registered are registered and marked as attended.

Record Attendance From Teams, Zoom or WebEx

If the Event's online location uses a Microsoft Teams, Zoom or WebEx meeting linked to the Event, the meeting tool can supply attendance.

1. On the Registrants tab, select the online location.
2. Select Update from Microsoft Teams, Update from Zoom or Update from WebEx.
   Each person the meeting reports is marked as attended, with the minutes they attended.
3. Check the results, then select Save Registrants.

People who joined the meeting but weren't registered are added and marked as attended. Event contacts who joined get instructor credit.

If every person the meeting reports has a UniversitySite profile, online registrants who didn't join are marked No Showed. Email addresses that match no one are listed for you to check.

Meeting tools keep attendance for a limited time, and Microsoft keeps Teams attendance for about a year. Record attendance soon after each Event.

Send Evaluation Requests

If the Event's Course has an evaluation form, send it to attendees after you record attendance.

1. On the Registrants tab, select Select, then Select all marked as Attended.
2. Select Send, then Send Evaluations.

To send one person's request, select their status, then Send Evaluation. Send Evaluations appears only when the Course has an evaluation form. To add one, see Working with Custom Evaluation Forms.

Remove an Event From Your To-Do List Without Recording Attendance

Use this when no one attended, or when attendance isn't needed.

For one location:

1. On the Registrants tab, under Attendance To-do List, select Remove location roster from my to-do list.
2. Select Save Registrants.

For several Events:

1. On the Live Events page, under Needs your attention, select Show.
2. Select the Record attendance row.
   The Events that need attendance are listed.
3. Select Mark as done next to each Event, or select Mark all as done.

If you mark the wrong Event, select Undo.

What Happens Next

• Attendees are credited for the Event, and its Course counts toward their Plans.
• If the Event issues certificates, send them from the Certificates tab. See Send Certificates for a Completed CLE Event.
• The Learner History and Course History reports include the Event.

Frequently Asked Questions

I marked attendance, but it didn't save. What happened?

Mark the people again, then select Save Registrants. Marking alone doesn't save anything. If you see The Roster Has Changed, someone else edited the roster while you worked: reload the page and mark again.

Who can record attendance for an Event they don't organize?

Anyone with the Event Manager role, and administrators. If the Event belongs to a Department, an Event Manager must also be in that Department.

Why don't I see an Event on my To-Do list?

Open the Event from the Live Events page instead. The To-Do list shows only Events where you're the coordinator or a contact. Administrators also see other people's Events under For others on the Live Events page.

How do I find the people who didn't attend?

Run the Registrations report under Live Events, and filter Registrant Status for No showed. For one Event, its Registrants tab shows each person's status.

Why didn't evaluation requests go out?

Send them from the Registrants tab, as described above. Recording attendance doesn't send them. If Send Evaluations isn't there, the Course has no evaluation form.

Can I change attendance after I've saved it?

Yes. Open the Event, change each person's status and select Save Registrants again.

Teams, Zoom or WebEx didn't return any attendance. Why?

Paste the attendees' email addresses instead, as described above. The meeting tool returns attendance only for a meeting held with the Event's own link, and only for a limited time.