Once you’ve defined your Terms and Sessions, you can customize what types of data you want to collect when marking attendance. Attendance Note settings control options like present and absent tags, time in/out fields, notes with quick fill options, and activities completed. Configuring these settings helps ensure consistent data entry across staff and enables richer reporting.
Step 1: Open Attendance Note Settings
Navigate to the specific Term where you want to adjust settings. At the top of the Attendance Table, click the kebab menu (three vertical dots) next to Session Manager, and select Attendance Note Settings.
This will open a panel with three tabs: Display Options, Quick Notes Options, and Activity Options.
Step 2: Configure Display Options
Under Display Options, you can enable or disable specific attendance details. Toggle the switches to activate any of the following:
Attendance Tagging – Allows users to tag present attendances as “make-up” or “tardy” and absences as “excused” or “suspended”.
Time In/Out – Allows users to record the amount of time Participants spent in class.
Note: This is particularly useful when billing based on time spent engaging with Participants.
Activity Options – Allows users to record what Participants did in their classes. Once enabled, this is configured in the Activity Options tab.
Notes – Allows users to take notes for an individual participant or the entire roster. Once enabled, this is configured in the Quick Note Options tab.
Important: Notes field entries are limited to 500 characters.
Step 3: Add or Edit Activities
Click the Activity Options tab to manage the dropdown list of activities that staff can select during attendance entry.
To add a new activity, click Add Activity then type the activity name. Then, click the checkmark icon to save.
Note: You can create up to 25 activities per Term.
Step 4: Add or Edit Quick Notes
The Quick Notes Options tab lets you create pre-written note templates. These are useful for common attendance entries such as “Left early for appointment” or “Participated fully.”
To add a Quick Note, click Add Quick Note and enter the text. Then, click the checkmark to save.
Once you’ve finished your configuration across all tabs, click Save to apply your changes.
