Creating and managing attendance schemes and statuses

Table of contents

• Create a course attendance scheme
• Create an organization attendance scheme
• Copy an attendance scheme
• Check which registers are associated with a scheme
• Edit an attendance scheme
• Edit an attendance status
• Delete an attendance scheme
• Delete an attendance status

Create a course attendance scheme

1. Click Attendance Schemes in the Attendance Areas left tool menu.
2. Click New Scheme.
3. Enter a Name for your scheme.
4. In the Attendance Statuses section, enter a Symbol, Status Full Name, Assigned % and Order for each of your statuses.
5. If you need more than three statuses, click Add Statuses. Enter a number in the corresponding field to add multiple statuses at one time.
6. Click the Save button.

Create an organization attendance scheme

1. From My Home, click the Attendance Schemes link in the My Admin Tools widget.
2. Click New Scheme.
3. Enter a name for your scheme.
4. In the Attendance Statuses section, enter a Symbol, Status Full Name, Assigned %, and Order for each of your statuses.
5. If you need more than three statuses, click Add Statuses.
6. Click the Save button.

Copy an attendance scheme

Copy an existing scheme, such as the system scheme, to save time creating schemes. Copied schemes retain all statuses from the original scheme.

1. From My Home, click the Attendance Schemes link in the My Admin Tools widget.
2. Click the Copy icon in the Actions column for your Attendance Scheme. Your copied scheme automatically displays on the Attendance Schemes page.
3. Click the Edit icon beside the new copy to make revisions to it.

Check which registers are associated with a scheme

1. Click Attendance Schemes in the Attendance Areas left tool menu.
2. Click the Information icon beside the scheme for which you want to see associated registers.

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Edit an attendance scheme

1. Click Edit icon next to the attendance scheme you want to edit on the main Attendance Schemes page.
2. Make your revisions.
3. Click Save.

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Edit an attendance status

You can safely add new statuses to an existing scheme without impacting your attendance data. You can also edit the properties of your statuses, even if the scheme is being used in a register. When you save your changes, all associated attendance data is automatically updated.

1. Click Attendance Schemes in the Attendance Areas left tool menu.
2. Click the name of your attendance scheme.
3. Make your revisions.
4. Click Save.

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Delete an attendance scheme

Click the Delete icon next to the attendance scheme you want to delete on the main Attendance page.

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Delete an attendance status

You can delete any status that is not assigned to one or more users in a register. To delete a status that is in use, you must first replace all instances of the status with a different status on the Attendance Data page.

1. Click Attendance Schemes in the Attendance Areas left tool menu.
2. Click the Delete icon next to the attendance status you want to delete.

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See also

• Understanding attendance schemes and statuses
• Setting a default attendance scheme
• Creating and managing attendance registers and sessions