From the Administrator Main Menu:
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Create a new session without assigning trainer(s) to the session.
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For efficiency, you’ll want to have two browser screens opened side-by-side: one with the session to be replaced and the other with the new session.
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Click on Underlined Title of the new replacement session.
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From the left-side menu, click on Notifications.
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Click in the STATUS field of each of the following notifications and turn them Off:
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Click
to save the session.
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Click
to return to the Session Catalog Search Results screen. (Video, with audio and closed captioning, of steps 1 through 6: https://www.screencast.com/t/nTGD51Pih)
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Check the box to the left of the
Underlined Session Title.
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From the left-side menu, click on Attendeees.
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In a different browser, if possible, search for an existing session to find the original session that is being replaced.
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Click on the Underlined Session Title.
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From the left-side menu, click on Notifications.
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Turn ALL notifications off by first turning off the top notification and then clicking the
icon.
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Click
to save the session.
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Click
to return to the Session Catalog Search Results screen.
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Check the box to the left of the
Underlined Session Title.
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From the left-side menu, click on Attendeees.
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In the (new) replacement session, enroll the people listed in the original session, including those with cancelled status, as we want to maintain that record.
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Once you’ve selected all the people to be enrolled, click the arrow
icon on the far right.
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The enrollment exception window will open. ALL boxes must be selected. Check the boxes on the RIGHT and the system will also check the boxes on the left.
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Once all (left and right) boxes are checked, click on the arrow
icon to proceed.
- An Enrollment Confirmation window will open. COMPARE THIS LIST TO THE ATTENDEES IN THE ORIGINAL SESSION TO ENSURE NO ONE WAS MISSED.
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Click OK to return to the Session Attendee List screen.
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Check the box to left of anyone who was cancelled in the original session.
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From the left-side menu, click on Cancel Attendee.
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Click OK to confirm.
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One at a time, click in the box to the left of a cancelled person’s name to select.
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From the left-side menu, click on Attendee History Record.
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In the resulting window:
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Start Date: Clear the Start Date field.
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Completion Date: Type or use the calendar
icon to assign the cancellation date from the original session.
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Click
to save.
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Click OK to verify the individual's history has been updated.
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Go back to the original session where attendees are still listed. VERIFY YOU ARE IN THE ORIGINAL SESSION.
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Click on the Select All
icon at the top of the list of attendees to select everyone in the original session.
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From the left-side menu, click on Drop Attendee.
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Click OK in the confirmation window.
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Click on the
to return to the Session Catalog Search Results screen.
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Click on the Underlined Session Title.
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From the left-side menu, click on Scheduling.
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In the Facilitator block(s), click on the red
icon to remove the facilitator(s).
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Click on OK to confirm deletion of the facilitator.
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Click
to save.
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Click on the Notes tab - If there are notes, copy and paste them onto the Notes tab of the newly-created session.
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Click on the Fiscal Notes tab - If there is a fiscal note, copy and paste it into the Fiscal Notes field of the newly-created session.
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Click
to return to the Session Catalog Search Results screen.
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Check the box beside the
Underlined Session Title of the original session.
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From the left-side menu, click on Delete Session.
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Click on OK to confirm deletion of the session.
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Return to the new session and click on the Underlined Session Title.
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From the left-side menu, click on Scheduling.
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From the left-side menu, click on Notifications.
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Turn the following notifications back On:
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Click
to save.
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Click
to exit session.