Click the Peopletab in your lefthand navigation menu.
Open the List of Participants
Locate the participant in your List of Participants
There are several tools to navigate your list of participants.
You can type a whole or partial name into the search bar. The list will filter down as you type to match your search criteria.
You can scroll down the list to find the name. By default, 25 participant records will appear on one page. At the bottom right, use the menu to change how many participant records are displayed per page, and use the arrows to navigate through different sections.
Click the pencil icon to open the participant's record.
Navigate to the Participation tab of the participant's record.
Existing participation records for the individual are listed in the table that appears. Some of these records only indicate that the person is "Enrolled" in the Activity/Session for a date, not that attendance has been recorded yet for that date.
Add New Participation
For Unscheduled Activities
To create a new participation record for the individual, click Add Participation +
On the form that appears, enter data for the Activity, Session, Date (type or use the calendar), Status (e.g., Present, Absent), Start Time, End Time, and optional Notes.
Custom fields may appear at the bottom of the form; required custom fields are indicated by a red asterisk.
The participation date cannot be in the future unless the Status is marked as Excused Absence, which can be future-dated, as such absences are often reported in advance.
The default start and end times are 12:00 a.m. and 11:59 p.m, respectively. Change the times if tracking the actual time the individual was served is important for your reporting needs.
Click Save Participationwhen finished.
A green message confirms that the data was saved, and the record will appear in the participation list.
For Scheduled Sessions
To create a new participation record for the individual, scroll down to the date for which you want to record participation.
Click the pencil icon next to the record for which you would like to add participation.
On the form that appears, the Activity, Session, Date, Status of Present, Start Time, and End Time fields will be automatically populated.
If the Status you want to record is not Present, select the appropriate Status.
The Start Time and End Time default to the original Activity Session times; those times can be adjusted to reflect actual participation times if desired.
Custom fields may appear at the bottom of the form; required custom fields are indicated by a red asterisk.
Click Save Participationwhen finished. A green message confirms that the data was saved, and the record will now have a different status than the blue "Enrolled" status.
Editing an Existing Participation Record
To edit a participation record, click the pencil icon next to the record you would like to edit.
This opens the Edit Participation modal window. In this window, you can edit the Status (present, absent, etc.), Start Time, End Time, Notes, and any custom fields as needed.
Click Save Participationwhen finished. A green message confirms that the data was saved.
Deleting an Existing Participation Record
Click the trash can icon next to the participation record you want to delete.
A prompt will appear asking you to confirm the deletion. Clicking Yes, delete will remove the participation record for the individual.