In this article we show you how to track and export attendance, survey and CPD data for your internal, individual CPD and accreditation reporting.
Types of reporting
Group / Program Report: Track attendance across multiple events as a group.
Clinician attendance reports Shows an entire history of all education events attended for clinicians CPD (Generated by admins or clinicians mobile app).
Survey reporting: Evaluate the effectiveness and impact of your education and training programs using our survey tool.
Exporting a group report for program attendance data
'Event groups' make it quicker to create events for the same clinicians & allow attendance monitoring across all events for that group. To export program data, which is all current event data within that group. Follow a few simple steps.
Open any event group (Med App > Events > Event group tab > Click on the title of any event group.
Click Download Results.
An export of all program data will be downloaded as an .CSV file.
Open your .CSV file in any program that can manage it like Microsoft Excel
We recommend applying conditional formatting to highlight attendance data & creating some columns to counting a summary of total attendance over the number of sessions.
Example of a report
The spreadsheet will include the Event details (e.g. name, time, place etc.), as well as details about who was invited, RSVP'd and who actually was marked as attending.
Downloading reports from an Event, Group or Individual
View a quick video demonstration on how to download attendance repots for events groups, stand alone events or for a clinician's attendance history.
Clinicians can download their own CPD reports from the mobile app
In just a couple clicks, users can export their record directly to provide to colleges or regulatory bodies.
Monitoring attendance live & managing missing attendance
There are a number of reasons why attendance data can be missing. Here is the good news you can monitor who is signing into sessions live, and correct missing attendance during or after the event.
Click on the name of any event to open it's details.
Important: Make sure it's not just the event group name as this will display who is part of the group not attendance data.
Locate 'invitees' and click on the tab at the top of the event.
Manually marking attendance: Review the list to see if anyone is missing or has not scanned their attendance. 'Mark attending' anyone who was part of the invitee list who didn't make attendance.
Adding attendees: If someone is missing from the list click 'add attendees', search for the person by name, tick the box next to their name, and the button 'Add attendees'. This can be done for multiple people at a time.
If someone is missing because it's a once off, then this is the correct approach. If they are missing from the group you may need to edit the cohort, clinician's role, or static list so they are invited for the next sessions.
