Modifying & Deleting Attendance

Once attendance is taken - whether it is center or program attendance - it can be managed.

To manage attendance records in the Programs Module, follow these steps:

1. Navigate to the Programs Module and go to the fourth tab, Attendance.

2. To find specific attendance records, use the search options available. You can search by constituent, location, or date range.

3. When you select a row from the attendance records, a sidebar will open on the right-hand side.

4. In the sidebar, you have the option to Remove or Modify the selected attendance record.

The Attendance management screen

Note: There is a check in place to prevent the download of more than 1000 records at once. If this limit is reached, refine your search options to narrow down the results.

Viewing an attendance record

Modifying

If you choose to modify an attendance record, follow these steps:

1. After selecting the attendance record you want to modify, click on the "Modify" option on the bottom of the right sidebar.

2. The Attendance Editor will open, allowing you to make changes to the attendance details. Make the necessary modifications to the attendance record, such as updating the participant, date, or location.

3. Once you have finished making the modifications, click on the "Save" button to save the changes.

Remember to review the changes carefully before saving to ensure the accuracy of the attendance record.

Modifying an attendance record

Deleting

To delete attendance records in bulk or individually, follow these steps:

To delete a single attendance record:

1. Select the attendance record you want to remove.

2. From the sidebar, click on the "Remove" option.

3. A confirmation window will appear asking you to confirm the deletion.

4. Click on "Yes" to confirm and delete the attendance record.

Deleting a single attendance record

To delete multiple attendance records:

1. Select multiple attendance records by checking the checkboxes next to each record.

2. On the right side of the screen, an option will appear to remove the selected records.

3. Click on the option to remove the selected attendance records.

4. A confirmation window will appear asking you to confirm the deletion.

5. Click on "Yes" to confirm and delete the selected attendance records.

Deleting multiple attendance records

Note: When deleting attendance records, be cautious as this action cannot be undone. Make sure to double-check the records you are deleting to avoid accidental removal of important data.