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Face to Face Activities

Face to Face Sessions

The first step is settings up the face to face activity; once this is set up you can set up the dates and times that the face to face activity will happen.

To add a session to a face to face activity:

  1. Navigate to the course page
  2. Locate the Face to Face activity
  3. Select View all sessions
  4. Select Add a new session
  5. Set Session date/time known to Yes
  6. Set the session date/time
  7. Add the Room details
  8. Complete the Custom field, Session Business Unit
  9. Select Save changes
  10. The new session is set up, you can now use Duplicate to create other sessions.

Add/Remove Users Manually

Once the sessions are set up, users can be added to the sessions. This can be down as a CSV upload to each session or manually. This section explains how to add and remove users manually to a session.

To add a user(s) to a session:

  1. Navigate to the course page
  2. Locate the Face to Face activity
  3. Select View all sessions
  4. Select Attendees for the session you wish to add users to
  5. Select Add/Remove attendees from the Action dropdown
  6. Check the Suppress the confirmation and calendar invite emails for newly added attendees and the cancellation emails for removed attendees and the Suppress notifications to manager about added and removed attendee This prevents the notification emails from being sent.
  7. Search for the users in the right hand side and click on the user to select
  8. Select Add
  9. When all users have been added select Save

To add a user(s) to a session:

  1. Navigate to the course page
  2. Locate the Face to Face activity
  3. Select View all sessions
  4. Select Attendees for the session you wish to add users to
  5. Select Add/Remove attendees from the Action dropdown
  6. Check the Suppress the confirmation and calendar invite emails for newly added attendees and the cancellation emails for removed attendees and the Suppress notifications to manager about added and removed attendee This prevents the notification emails from being sent.
  7. Click on the user you wish to remove
  8. Select Remove
  9. When all users have been removed select Save

Add users to a session via CSV

It is possible to add users to a session via csv. The CSV file must include the usernames for the users you wish to add. The CSV file does not require any column headings or other user information.

To add users to a session via CSV:

  1. Create your CSV
  2. Navigate to the course page
  3. Locate the Face to Face activity
  4. Select View all sessions
  5. Select Attendees for the session you wish to add users to
  6. Select Bulk add attendees from file from the Action dropdown
  7. Check the Suppress the confirmation and calendar invite emails for newly added attendees and the cancellation emails for removed attendees This prevents the notification emails from being sent.
  8. Select Choose file and select your CSV file
  9. Select Upload file
  10. You get a message on the users who were successfully added and any who were not successfully added.

Take Attendance

Once the session has happened the attendance needs to be taken. To take attendance:

  1. Navigate to the course page
  2. Locate the Face to Face activity
  3. Select View all sessions
  4. Select Attendees for the session you wish to take attendance for
  5. Select Take attendance tab
  6. You can now take attendance:
    1. Bulk take attendance:
      1. Select All from the Select drop down
      2. Select Fully attended from the Bulk actions dropdown
    2. Manually take attendance
      1. Set the Current status for each user
    3. NOTE: It is important that you get attendance correct as this affects the activity and course completion.
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