Create a Community Education Session

Creating a Community Education Session allows you to record data from completed activities (eg. the duration, location, and number of attendees).

Instructions

Step 1. Log into your CRM database (refer to Logging On for further information).

 

Step 2.  Locate the relevant community education activity for which the new session is associated.

 

Step 3. Scroll down to the Sessions sub-panel and click the Create button.

The following screen should be visible:

 

Step 4. Complete the required fields

 

Step 5.  Click Save at the bottom of the sub-panel.

• Record Community Education Session Evaluation

Further information

For further information, refer to the following articles:

• Community Education Overview
• Create a Community Education Activity
• Session Attendance – Named Attendee
• Session Attendance – Demographics