From Certifications → Course Evaluations & Attendance Tracking, mark who attended a course or record a pass or fail evaluation, so each participant’s course record completes and their credits are granted.
- Each course type completes one way. Automatic course types complete at checkout or on the event end date, with nothing to record. The others need marked attendance or a passed evaluation, never both.
- Only the assigned people can be chosen. Evaluators and attendance recorders are set on the event’s Configuration → Education Management page.
- Review an evaluation before you save it. After saving, only the Standard - Comments notes can be changed. To correct a completed record, contact Uplifter Support.
- Attendance can be corrected after saving, and the course records update to match.
- Did not attend or fail means no completion. The course record stays incomplete and earns no credits.
Record course attendance and evaluations from Certifications → Course Evaluations & Attendance Tracking, so the course records of your participants complete.
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Open the menu
On the Admin Dashboard, select Certifications → Course Evaluations & Attendance Tracking. You see the course records of participants in the courses you evaluate or facilitate. Select Show filter to narrow the list to one course.
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Start marking attendance
Select Mark Attendance at the top right.
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Choose the course
Search for the course, select it and select Next.
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Choose who is marking
Select the name of the attendance recorder.
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Mark each participant
Choose attended or did not attend for each person, or use the mark-all option at the top and then adjust individuals. For a large course, show more rows per page.
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Save
Select Save. Records marked as attended complete right away.
Record an evaluation
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Find the participant
In Course Evaluations & Attendance Tracking, find the participant’s course record. Use Show filter if you manage several courses.
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Open the evaluation
Select Add Evaluation on the record.
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Fill it in
Select the evaluator’s name, answer every required question and add comments if needed.
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Choose pass or fail
For a pass, enter the completion date.
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Check, then save
Review everything and select Save. After this, only the Standard - Comments notes can be edited.
View an evaluation or update its notes
In the same menu, select View Evaluation on a record that has been evaluated. You can read the completed form and edit its Standard - Comments notes.
When a course record completes
Each course type is set up with one completion rule:
- Automatic: the record completes on the event end date, or at checkout for course types set up that way. You don’t record anything.
- Attendance: the record completes when it’s marked as attended. A did-not-attend record doesn’t complete.
- Evaluation: the record completes when a pass is saved, on the completion date you enter. A fail doesn’t complete it.
- Facilitators: their course records complete on the event end date, whatever rule the participants follow.
A completed record grants its credits and can complete a certification level or a membership requirement. Apart from attendance, completions are processed about every six hours, so allow a few hours before you check the member’s profile.
To change which course types an event uses or who evaluates it, see Set up certification course types and levels.