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Manage teams for onsite courses and webinars

A team can be defined as a group of courses that take place at different times, otherwise known as time slots. When employees or candidates sign up for a course, they can choose between the different available teams and sign up for all the time slots within that team.

  1. Navigate to Settings+Learning and select your preferred course.

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  2. When opening an onsite course or webinar, you can access the Team overview from the main page:

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  3. Under Team overview, you will see two tabs:

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  • Teams: Select the different available teams along with their respective time slots and see the information about the course location and teacher.

    • Under Participant, you can see the list of employees that have currently signed up for the course.

    • You can add columns to the table by clicking on the Gear icon general-gear-icon.png.

    • You can filter the table by selecting a different team or clicking on the funnel general-funnel-icon.png next to the Search field.

    • When no filter has been selected, all signed up participants will 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 exactly on the start/end dates.

  • All participants: See all participants that have been assigned this course, whether they have signed up or not.

    • You can see participants' status, the team they signed up for, and the course location or URL. The possible statuses are: Started, Pending, Completed, Failed, and Cancelled.

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How to manage teams and participants?

When a course has passed, the participants will automatically be set to status Participated under

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Important

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.

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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

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When selecting all or some of the participants, the Export function appears at the bottom. This export shows:

  • The names of the participants

  • Their status

  • The score if the course includes one

  • The completion time and date

  • The course date

  • The course location in case of an onsite course and the course URL in case of a webinar

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