Add a Regular Attendee – Community Education

Adding a Regular Attendee to a Community Education Activity lets you track who is interested in an activity. You are also able to record their attendance at a particular session.

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 Regular Attendee sub-panel and click the Create button.

The following screen should be visible:

Step 4. Complete the required fields

Note – If you are adding a Client as a Regular Attendee but that client will not be reportable to DEX under this Activity, please select their Participation Type = Client non-DEX.

Note – Withdrawn field. This can be ticked if your client has withdrawn from the Group. It will not affect any previous sessions they have attended.  It will prevent them being offered for selection in future sessions.

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

• Create a Community Education Session

Further information

For further information, refer to the following articles:

• Community Education Overview
• Create a Community Education Activity
• Record Community Education Session Evaluation
• Session Attendance – Named Attendee
• Session Attendance – Demographics
• Withdrawn Field