Event participants
The “Event participants” tab is located in Employee Management in the detailed view of an event:
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This area shows all participants in an event. Using the search area over the table, you can filter on certain elements. You can also add participants.
If the event settings have been set up to create a waiting list when the maximum number of participants has been reached, additional registrations are listed in the “Waiting list” table.
If any participants have canceled their registration, the “Cancellations” table will appear with a list of those participants.
For more information about approving event participation, see Registration details.
Actions
- Add participants
- Create reminder for this event
Number of participants
- Minimum number of participants: number
- Maximum number of participants: number
- Current number of participants: number
- Depending on the number of participants:
- Max. number of participants not yet reached
- Max. number of participants reached
- Max. number of participants exceeded
Multiple actions for participants
- Change participation information and send email
- Change participation role
- People have participated
- People have paid
- Share special participant documents
- Cancel document sharing
- Change status
- Change status and send email
- Change status and create letter
- Change status and assign certificate
- Send email(s) from template
- Create letter(s) from template
- Assign to new distribution list
- Assign to existing distribution list
- Add to waiting list
- Add to list of cancellations
- Assign participant to another event
- Create print previews (ZIP archive)
- Create PDF as course participant document
- Export participants to Excel
- Export participants to XML
- Cancel assignment
Multiple actions for waiting list
- Change status
- Send email from template
- Add to list of participants
- Add to list of cancellations
- Assign participants to another event (-> see also “Re-booking”)
- Cancel assignment
Multiple actions for cancellations
- Change status
- Add to list of participants
- Assign participants to another event (-> see also “Re-booking”)
- Cancel assignment
Event participants with no email address
If a person that you want to register for an event has no email address, the approval process cannot proceed correctly and produces an error.
Use the following workaround so that the approval process can proceed correctly:
- In the employee profile under “Email correspondence”, select the “Private address” option
- In the employee profile, the manager’s email address is supposed to be stored as the “Private address”. Leave the field for the email address under the business address empty.
Tip: Rename the “Private address” field under “Email correspondence” to “Manager email address”. This way, the next time you open the employee profile, it will be clear that this is not the employee’s private email address.
- If the approval process is now started, business correspondence (no email address provided) and the manager’s email address are not identical, and the process can move forward smoothly.
Meaning of participation statuses
The list of participation statuses can be found here: /Administration/Dropdown/71/Profile
Original name | Meaning | Manual/Automatic |
---|---|---|
Incomplete registration | Automatically assigned by the system if the participant has not fully completed their registration (quit during registration questions or approval) | automatic |
Unconfirmed internal registration | Automatically assigned by the system to an internal participant who is already registered when a registration is fully completed. | automatic |
Unconfirmed external registration | Automatically assigned by the system to an external participant who is already registered when a registration is fully completed. | automatic |
Confirmed registration | Assigned by the event administrator to confirm the registration | manual |
Certificate created | Assigned by the event administrator | manual |
Feedback given | Assigned by the event administrator | manual |
Declined | Assigned by the event administrator | manual |
Unconfirmed cancellation | Assigned by the system when the participant cancels their registration for an event | automatic |