Purpose: To update registrant’s and leader’s credits earned and registrant’s status.
Launch Point: This routine can be launched from the following location(s):
•Events → File Maintenance → Registrations Tab → Context Menu on Registrant Grid →
Example: When the routine is launched a window will open
If the event is a conference and has the Calculate Sessions box checked on the events Credits tab then when you launch the routine you will see this message.
If you click Yes to have the system calculate the credits using the session credits and registrations, then when the reconcile attendance window opens only the leaders will be displayed in the grid. This is because the system has already calculated the credits for the registrants by looking at the current session registrations. Note: If assigning credits by sessions, be sure that if a person did not attend a session, they were registered for that the session registration for that person is removed using Session Registration.
You only need to modify those leaders or registrants who will not be getting full credit. To change a person’s status, open the Registration Status drop-down list and select the appropriate status.
The display of credits will vary depending on how the credits are entered on the event. If you do not break out the credits on the Credits tab in events file maintenance then you will only see a Total Credits column. Make changes to the credits received in this column. If you do break out the credits on the Credits tab in events file maintenance you will still have a Total Credits column. But additionally, there will be columns for each of the six credit categories where there are credits entered. In this case, make changes to the credits in each break-out credit column.
Note: The Leader Comment column only allows text to be entered in rows where the Registration Status is Speaker/Special.
After you have updated the records, click OK to post the changes to the registration status and credits.
Note: If you do not want the system to fill in the event reconciliation date then check the box in the lower right corner of the window before clicking OK to post.
Watch the Reconcile Attendance video: