In this article, you can learn about how to manage teams for onsite courses and webinars.
When creating an onsite course or webinar, you can create different teams and time slots. It can therefore be interesting to manage these and the participants.
A team can be defined as a group of courses that take place at different times, also called time slots. When employees or candidates sign up for a course, they can choose between the different available teams and they will sign up for all the time slots within the team they have selected.
When opening an onsite course or webinar, you can access the Team overview from the main page:
In the Team overview, you will see 2 tabs:
- Teams: Here, you can select the different available teams along with their respective time slots.
You can see information about the course location and the teacher.
At the bottom, you can see the list of participants that have currently signed up for the course.
In this table, you can add columns by clicking on the Gear icon and you can filter the participants based on period and status.
There are 2 ways to filter: you can change the participants displayed in the table by selecting a different team or time slot or you can use the filter button next to the search field.
When no filter has been selected, all signed up participants appear in the table. When a date range has been selected with the filter, the participants shown will overlap the from/to dates, meaning that it will not only show those that participated on exactly the start and end dates.
- All participants: Here, you can see all participants that have been assigned this course, whether they have signed up or not.
Per participant, you can see the status, the team they signed up for and the course location or URL. There are 5 possible statuses here: started, pending, completed, failed and cancelled.
How to manage teams and participants?
When a course has passed, the participants will automatically be set to status Participated in the Teams tab:
However, the course teacher or organizer can change the status, add a comment if necessary or switch the participant to a different time slot (team) in case they missed the one they signed up for. This can be done by clicking on any of the statuses in the table at the bottom of the Teams tab. A pop-up window will appear, where it is possible to change the status or move the participant to another time slot:
Export
When selecting all or some of the participants in the Teams tab, the Export function appears at the bottom. This export shows:
- the names of the participants
- their attendance
- the comments if these were added
When selecting all or some of the participants in the All participants tab, the Exportfunction appears at the bottom. This export shows:
- the names of the participants
- their status
- the score if the course includes one
- the completion time
- the completion date
- the course date
- the course location in case of an onsite course and the course URL in case of a webinar