Attendance Management: Quick Guide

Click here to download pdf version.

How to Report Attendance

Option 1 - Individual Attendance

To submit individual attendance:

  1. On the CE Provider Profile Page, click the Report Single Attendance button on the Report Attendance tile.
  2. You will be directed to the Course Index. Choose the course on which you wish to report attendance by clicking View.
  3. On the Course Sessions Tile, click on View All Sessions (or click View to directly view the session if it appears on the tile, skip to Step 5).
  4. On the Sessions Index, choose the session on which you wish to report attendance by clicking on View.
  5. From the Session Profile Page, click on "Click here to report" on the Manage and Report Attendance tile.
  6. On the following page (Report Attendance Page), click on the Report Attendance button.
  7. Enter the member id# or name of the individual you would like to report
    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
  8. 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

Please note, the Course Number field should only contain the course number and not the combination of the course number and provider number as seen in CES Discovery.  Also, course number is not the EID in Discovery.  CES Dashboard recognizes which organization the provider is submitting the courses for based on the organization selected on the CE Provider Profile Page.

How to Download Attendance Report

To download an attendance report for a course:

  1. Click on the Download Attendance Report button from the Course Profile Page.
  2. Click on the downloaded file link to open the report as a comma-separated values file.

How to Delete Attendance

To delete an attendee:

  1. Click Delete beside the attendee's name on the Attendance Index
  2. Click Yes on pop up message