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Classes: Manage Class Roster (Take Attendance)

Convergence Training Support
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Article LinksIntroduction | Filter Options | Schedule a Session | Change a Session | Unschedule a Session | Take Attendance |

The Express LMS is a basic feature LMS and does not include all the features of a full service LMS. The Express LMS does not include the ability to create classes.

 

INTRODUCTION

The Class Roster is used to manage the enrollments for class sessions. Use the Manage Class Roster to:

  • View a list of assigned attendees
  • Filter the list of assigned attendees by status, session date, self enrolled, team, department and site
  • Schedule users to attend a session
  • Change a user's session
  • Take attendance

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FILTER OPTIONS

The Manage Class Roster screen provides filters that allow you to quickly schedule users for a session and take attendance.  The Manage Roster function is located on the Edit Class Screen.  After following the steps to edit a class, select the Manage Roster button and the screen below will appear.

manage class 1

 

Sessions: Select the desired session to schedule a session or take attendance. Click the down arrow to view the list of all the sessions OR, click the right and left arrows to move back and forward from session to session.

User: Search by user to view scheduling details or mark as attended.

Status: View and filter on the following status:

  • Incomplete: a session has not been marked as attended
  • Topic Complete: one or more topics in a multiple topic class have been marked as attended; not all topics in the class are completed
  • Class Complete: all topics in a single or multiple topic class have been marked as attended

Scheduled for: Filter on scheduled and unscheduled to quickly schedule sessions or mark as attended.  Dates appear in bold when the Session date selected above is the same as the date in the Schedule for column.

Self Enrolled: View which attendees have self-enrolled for a session

Team, Department, Site: Filter by organizational unit to quickly schedule sessions or mark as attended

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SCHEDULE A SESSION

Follow the steps below to schedule one or more users to a session. There are two ways to do this schedule a session:

Method 1:

  1. Click the Administration tab at the top of the screen
  2. Click the Content Import and Creation menu, then the Manage Classes link on the left menu bar
  3. Search and locate the desired class following the directions provided in Using Search article
  4. Click the Edit icon to the left of the desired class
  5. Click the Manage Roster button located on the top button bar then, skip to the Schedule a Session section

Method 2:

  1. Click the Administration tab at the top of the screen
  2. Click the Credit Training menu, then the Take Class Attendance link on the left menu bar
  3. Search and locate the desired class following the directions provided in Using Search article
  4. Click the Edit icon to the left of the desired class; skip to the Schedule a Session section

Schedule a Session

  1. Select the desired session from the Session drop down list or using the right and left arrow buttons
  2. Use any of the filtering options described above to locate all the users to be scheduled for this session
  3. Click the check box to the right of each user to attend the session
  4. Click the Schedule button
  5. Click the OK button on the Success screen
  6. The date will appear in the Schedule For column
  7. A notification will be sent to the user immediately when notifications are turned on and an email address is entered in the user record alerting them of the scheduled class.

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CHANGE A SESSION

Follow the steps below to change one or more users scheduled session to a different session.  There are two methods to do this:

Method 1:

  1. Click the Administration tab at the top of the screen
  2. Click the Content Import and Creation menu, then the Manage Classes link on the left menu bar
  3. Search and locate the desired class following the directions provided in Using Search article
  4. Click the Edit icon to the left of the desired class
  5. Click the Manage Roster button located on the top button bar then, skip to the Change a Session section

Method 2:

  1. Click the Administration tab at the top of the screen
  2. Click the Credit Training menu, then the Take Class Attendance link on the left menu bar
  3. Search and locate the desired class following the directions provided in Using Search article
  4. Click the Edit icon to the left of the desired class; skip to the Change a Session section

Change a Session

  1. Select the desired session from the drop down list or using the right and left arrow buttonsUse any of the filtering options described above to locate all the users to be re-scheduled to a different session
  2. Click the check box to the right of each user to be re-scheduled
  3. Click the Unschedule button
  4. Click the YES button on the Do You Wish to Continue screen
  5. Select the new session from the Session drop down list or using the right and left arrow buttons
  6. Click the check box to the right of each user to attend the new session
  7. Click the Schedule button
  8. Click the OK button on the Success screen
  9. A notification will be sent to the user immediately when notifications are turned on and an email address is entered in the user record alerting them of the changed class date

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UNSCHEDULE A SESSION

Follow the steps below to unscheduled a user session from a session. There are two methods to do this:

Method 1:

  1. Click the Administration tab at the top of the screen
  2. Click the Content Import and Creation menu, then the Manage Classes link on the left menu bar
  3. Search and locate the desired class following the directions provided in Using Search article
  4. Click the Edit icon to the left of the desired class
  5. Click the Manage Roster button located on the top button bar then, skip to the Unschedule a Session section

Method 2:

  1. Click the Administration tab at the top of the screen
  2. Click the Credit Training menu, then the Take Class Attendance link on the left menu bar
  3. Search and locate the desired class following the directions provided in Using Search article
  4. Click the Edit icon to the left of the desired class; skip to the Unschedule a Session section

Unschedule a Session

  1. Use any of the filtering options described above to locate all the users to be re-scheduled to a different session
  2. Click the check box to the right of each user to be re-scheduled
  3. Click the Unschedule button
  4. Click the YES button on the Do You Wish to Continue screen
  5. A notification will be sent to the user immediately when notifications are turned on and an email address is entered in the user record alerting them of the changed class date

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TAKE ATTENDANCE

Follow the steps below to take attendance. There are two methods to do this:

Method 1:

  1. Click the Administration tab at the top of the screen
  2. Click the Content Import and Creation menu, then the Manage Classes link on the left menu bar
  3. Search and locate the desired class following the directions provided in Using Search article
  4. Click the Edit icon to the left of the desired class
  5. Click the Manage Roster button located on the top button bar then, skip to the Take Attendance section

Method 2:

  1. Click the Administration tab at the top of the screen
  2. Click the Credit Training menu, then the Take Class Attendance link on the left menu bar
  3. Search and locate the desired class following the directions provided in Using Search article
  4. Click the Edit icon to the left of the desired class; skip to the Take Attendance section

Take Attendance

  1. Select the desired session from the Session drop down list or using the right and left arrow buttons
  2. Click on Incomplete in the Status column to filter on all users scheduled but not complete
  3. Click the check box to the right of each user who attended the session
  4. Click the Attended button
  5. Click the OK button on the Success screen
  6. The date will appear in the Schedule For column
  7. The Status column will change to:
    • Topic Complete: when one or more topics in a multiple topic class has been marked as attended; not all topics are complete
    • Class Complete: when all topics in a single or multiple topic class have been marked as attended
  8. Once a session is marked as attended, you must delete the completion record to change the status back to incomplete.  Refer to the Manage Completion Records: View, Edit and Delete article to learn how to delete a completion record.

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