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Attendance Management: Quick Guide

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How to Report Attendance

Option 1 - Individual Attendance

To submit individual attendance:

  1. Click on Manage & Report Attendance on the Session Header Tile
  2. Click on Report Attendance on the Manage and Report Attendance Tile
  3. Enter the name or member ID number of the attendee 
  4. a. For Live courses, the Date Attended will automatically reflect as the Session Date
    b. For On-Demand courses, enter the date which the attendee completed the course
  5. Click Report

Option 2 - Bulk Attendance

To bulk upload attendance:

  1. Click on Bulk Upload Attendance on the Report Attendance Tile (CE Provider Profile Page)
  2. a. If you have a saved csv file:
    -  Click Choose a File 
    -  Select a file to upload by browsing your computer 
    b. If you do not have a saved csv file:
    - Click on Download sample file
    - Complete the information on the spreadsheet
    - Save the file to your computer
    - Complete Step 1 again
    - Click Choose a File
    - Select the file to upload by browsing your computer
  3. Click Upload

Deleting Attendance

To delete an attendee:

  1. Click Delete beside the attendee's name on the Manage and Report Attendance Tile
  2. Click Yes on pop up message
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