Selecting the Activity/Session and Date of Participation
Additional Information about Calendar Dates for Scheduled Activities
For Scheduled activities, sessions are established for specific dates. If you choose to enter participation on a date that is not one of the specific dates the Session was scheduled for, the message below will appear.
Enrolled / All Participants filter
Session Times / Current Time Toggle
Next, consider how you want to record participation. When participation is recorded in the system's database, a Start time and End Time for each participant are always recorded. By default, the session's Start Time and End Time are used. These times can be adjusted to meet your attendance recording requirements.
Do you want to record the participant's presence without tracking exact times, or is it crucial to record precise start and end times for accurate duration of service tracking?
The Session Times option is best for all other situations, including recording participation from sign-in rosters.
Selecting Participants
Checking the top box marks all participant check boxes. If you want to update most of the people with a certain status, it is typically quicker to check all of them with this "all" box and then uncheck the few that should not receive that status.
Updating Status
The Multiple Participants form will open.
Using the Status dropdown menu, select the appropriate status for the previously checked/selected participants.
Present: The participant was in attendance.
Excused Absence: The participant was expected to be in attendance but was not present and communicated a valid reason for missing the activity session.
Unexcused Absence: The participant was expected to be in attendance but was not and did not provide a valid reason for missing the activity session; this is essentially a "no-show."
Then verify the Start and End times. Time fields are not visible/required for Excused and Unexcused absences.
For those marked "Present," the Session Time/Current Time toggle selection made above is relevant. If you selected Session Time, the Start Time and End Time fields default to the Session start and end times set up in the Activities section of the system. If you selected Current Time, these fields will default to the actual time you opened the Set Statuses/times window.
Change the times by clicking in the time fields and adjusting the hours, minutes, and am/pm. You can also manually type the time into the time fields.
Click Now to quickly change the Start Time or End Time to the exact time you are recording attendance.
The system will not allow you to select an End Time that is before the Start Time.
You can also enter Notes about the event's participation. These notes will be applied to each person selected and be visible in their participant record's Participation section.
Updating Status for an Individual Participant
To update an individual's Status, Start Time, End Time, and Notes, click on their name to open a form. This may be needed to adjust times if the person left the activity early or needed a different Note than others.
Follow the previous steps to update their Status, Start Time, End Time, and add any individual Notes if desired.
Click Done at the bottom of the Select Participants screen to save all selected participants' statuses, times, and notes.
Set Status for Remaining Enrolled Participants of a Scheduled Activity
When Done is clicked for a session of a Scheduled Activity, if any participants are still marked with a blue "Enrolled" status after recording those who were "Present," a Set Status for Remaining Participants modal window will open as shown below.
If you want to update the remaining participants to "Unexcused Absent" (for example), update the data fields and click Save Status. Then, click Done at the bottom of the Select Participants screen again.
If you want to leave the participants with an Enrolled status, click Skip this step. This will take you back to the main Participation screen.
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