Attendees
The Attendees button opens a roster displaying employees currently scheduled for this group. Additional attendees can be added or current attendees can be removed from the roster.
- Attendees enrolled in the class group are automatically enrolled in all classes within the group. For more information, see
Steps for Adding Attendees to the Class Group.To add one or more attendee to a class, complete the following steps:
- Click on the Add button in the left pane. The Employee Search screen is displayed. Note: If the class is already filled to capacity, the Add button is disabled.
- Enter the search criteria, using either the Basic or Advanced Search mode and click on the Search button.
- To select one or more employee record, click the selection box to the left of the record to alternately add or remove the check mark. To select/de-select all records in a specific search result set, click on the box above the search results to add or remove all check marks.
- Click on the add employee icon
to the left of one of the records. All selected employees are added to the class roster.Note: When attendees are added to a Class Group, they are added to the roster of all classes in the group.
- Attendees cannot enroll in a single class within the class group, they must be enrolled in all classes. If an employee is already enrolled in a class that is added to the class group, a message is displayed offering to add this employee to all classes in the group. For more information, see Steps for Adding an Existing Class to the Class Group.
- Attendees cannot be removed from a single class within the class group, they must be removed from all classes. For more information, see Steps for Deleting Attendees From the Class Group.
To remove one or more Attendees from the class, complete the following steps:
- From the Configuration section > Education Tracking card, open the Class Group screen.
- Search for and open the class group record to be updated.
- Click on the Attendees section button in the left pane.
- Click on the Delete button in the left pane. The Employee Search screen is displayed.
- Check the box on each record to be removed.
- Click on the Delete Selected button in the left pane.
- A message appears verifying the record should be deleted. Click on Yes to continue.
- The status of the employee is changed to Withdrawn. Note: Attendees with a status of Withdrawn are only included on the listing when the Show Inactive box (in the left pane) is checked.
Note: When attendees are deleted from a Class Group, they are removed from the roster of all classes in the group.
- If a class is removed from the class group, a message displays offering to re-enroll the same attendees to the class, which is now independent of the class group. For more information, see Steps for Removing a Class from the Class Group.
The Attendee List Items section in the left pane gives the user the option to view or hide employees who have submitted a request to enroll in the class or have withdrawn from the class.
- To display employees who have submitted requests to enroll in this class (which have not been handled), click on the Show Inactive box in the left pane to enter a check mark. The enrollment status of the employees is visible on the grid
- To display attendees who are no longer actively enrolled in this group (e.g. have a status of withdrawn) click on the Show Inactive box in the left pane to enter a check mark. The enrollment status of the employees is visible on the gri
Action Buttons
The following Action buttons may be available in the left pane for adding or deleting related records:
Add
The Add button opens a screen where authorized users can create a new record.
To add a new record, complete the following steps:
- From the right pane, click on the Add button.
- A screen is displayed to enter values. The fields with an asterisk are required and must be completed before the record can be saved.
- Click on the Save button to save the record,
Note: For more information, see Adding a New Record.
Delete Selected
The Delete button is used to remove one or more records from a screen.
To delete a record, complete the following steps:
- Click on the selection box to the left of each record to be deleted.
A check mark is displayed
- Click the Delete button.
- If a single record is open, select the Delete button (there are no boxes to select the record).
- A message is displayed verifying the record should be deleted. Click on Yes to continue.
The following Actions are available when handling employee class enrollment requests.
Approve
Select the Approve button to indicate the selected employees are allowed to enroll in the class. The employees' names are added to the class roster.
To approve one or more records, complete the following steps:
- Click on the selection box to the left of each record to be approved.
A check mark is displayed
- Click on the Approve button.
The enrollment status of the selected employees is changed to Enrolled.
Cancel
Select the Cancel button to indicate the requests for the selected employees should be canceled.
To approve one or more records, complete the following steps:
- Click on the selection box to the left of each record to be approved.
A check mark is displayed
- Click on the Cancel button.
The enrollment status of the selected employees is changed to Canceled.
Deny
Select the Deny button to not allow the selected employees to enroll in the class. Employees may be denied if more employees request than the maximum allowed enrollment.
To deny enrollment, complete the following steps:
- Click on the selection box to the left of each request to be denied.
A check mark is displayed.
- Click on the Deny button.
The enrollment status of the selected employees is changed to Denied.
