You can enroll users in an Event on their (or their manager’s) behalf. Once the Event has been scheduled on the Calendar:

1.Navigate to the Calendar.

2.Locate and click the Event on the Calendar.

3.Click the User(s) tab.

4.Click Add a new record .

5.Click .

6.Use the Free text search to enter the user’s name. Alternatively, click the Search filter button and complete the required filtering option(s).

7.Click .

8.Select the check box(es) next to the user(s) to be enrolled.

9.Click .

10.If there are multiple Locations associated with this Event, click the Location arrow to select the appropriate location for the users being enrolled.

11.Choose the appropriate Event Status.

12.If appropriate, enter Notes.

13.Click .

Enrolled users will receive an email with their registration confirmation and Calendar appointment.

When enrolling a list of users to an event, a prompt will display listing any users with enrollment conflicts giving you the option to cancel the process or proceed without the conflicted users.

You can email the participants enrolled in an Event and select any History status. For example, you can email all enrolled users, or perhaps those that are canceled or "no show" after the Event.

1.Navigate to the Calendar.

2.Locate and click the Event on the Calendar.

3.Click the Users tab on the right side of the page.

4.Using the Search at the top of the page, filter the location, if relevant, and the History Status of those you want to email.

5.Click .

6.Click SELECT ALL.

7.Click the Email icon on the toolbar.

8.If appropriate, click the Template arrow to select an available message Template.

9.Enter or edit the message text and variables as required. You can include the [EventAttachments] variable at this point if required.

10.Click .

An Event Roster can be used as a sign-in sheet for scheduled training from the Users tab for the Event. You have the option of exporting and printing one or more of three types of rosters:

•CLE Roster – If the Compliance module has been turned on and the Course is part of a Compliance body, this additional Roster will be listed as an option.

•Standard Roster – Lists the Event Details, Event Contacts, and Enrolled users.

•Blank Roster – Includes the Event Details, excluding Event Contacts and Enrolled users.

All three options export the selected Roster to a PDF, which you can then print (and save, if desired).

1.Navigate to the Calendar.

2.Locate and click the Event on the Calendar.

3.Click the User(s) tab.

4.Click the three dot Options menu, and then select the appropriate Roster from the list.

The Export to Excel icon to the left of the three dot Options icon allows you to export the UserID, UserName, Location and Status for each enrolled user to Excel. The information can then be formatted to meet your needs.

Additional options for displaying or printing users(s) for Events on the Calendar can be found in Menu > Run a Report. You must have the correct Security Access to view the Run a Report and Analytics pages. Using the Event People or Training Tracking reports, you can generate a list of user(s) for multiple classes or multiple sessions of the same Event, as well as a variety of other options.

1.Navigate to the Calendar.

2.Locate and click the Event on the Calendar.

3.Click the User(s) tab.

4.To the right of each user listed, select all users with the same attendance status (either Finished or No show) using the Ctrl+Click or Shift+Click method, or click SELECT ALL at the top of the Users list.

5.Click the Users List three dot options, and then select Update Multiple Users.

6.Click the History Status arrow, and then select the appropriate status.

7.Click .

User History will be updated to reflect their attendance (or non-attendance) for the Event. If you need to change the recorded status and/or add Notes for an attendee, display the recorded attendance for the Event (see Displaying recorded attendance).

Once user attendance has been recorded, the User(s) tab for the Event will have no attendee names listed, as there is no pending enrollment status for users. You can still view the list of attendees, change the enrollment status of a user, add notes regarding a user (such as they arrived late or left the class early), and print another copy of the Attendance Roster if required.

1.Navigate to the Calendar page.

2.Locate and click the Event on the Calendar.

3.Click the User(s) tab.

4.Select Show Filters at the top of the page.

5.Select the Location, if the Event has more than one, and the History Status you are looking to edit.

6.Click .

7.The users with that status will be displayed. Click the User ID for the user (or click in the user row and then click Edit record .

8.Change the Status and/or add any Notes as required.

9.Click .

Depending on the Event Status selected for the user, the option(s) selected will update the User’s Status or History accordingly.