Webinars
Navigating to Admin > Learning > Events > New will show you this page:
This is where you can add the cover photo for the event.
You can set the title here.
Adding topics will show the assignee the topic of the event and what it could be about.
You can add a description of the event here.
This is where you create the actual webinar/onsite event session.
Upon clicking the New Session button, a new window will pop up with a few options which we will explain in the next section:
Instructors
You can add instructors by clicking the box and finding a name. These will be the people who will be running the meeting/event.
Max Number of Participants & Waiting List
Scrolling further down, you will see an additional few options to choose from:
Max number of participants grants the ability to set a max user count to the event. Once this is on, you can then enable the Waiting list.
The Waiting list allows people to sign up for the waiting list before the event starts. This gives the instructors a good idea of the turnout for the meeting and how many people to expect.
Once a user is assigned the event, or if they sign up for the Event/Session (only able to do this if the self-sign up option is enabled) you can navigate to the Event > Attendees
Here you can see a list of the attendees for the Event. If you have Max number of participants enabled, there will only be able to be that many people added. E.g., if it is set to 10, 11 people cannot be in the session.
If there are no more spots open, the session will be closed for sign-up, and they will be able to join the waiting list. Clicking it will bring you to the below page:
Here you will see the list of sessions open for sign-up. You can select the session you would like to be on the waiting list for then click confirm to lock your spot. Once you do so, you will see the below page:
Here you can see the "On waiting list" badge, and a cancel button. If you no longer would like to be on the waiting list, you can click the cancel button to cancel your sign up.
Open for Sign-Up Option for the Event
The Open for sign-up feature will give the user the option to sign up for the session. If it is turned off, the assignees will be required to attend the session.
Auto Attendance
In Settings for Events, you have the option to enable "Auto Attendance".
Enabling Auto Attendance will set the Event so that the Instructor does not have to manually marked people as "Attended" when the event occurs.
Note: The event has to be assigned to the user for auto attend to work. The people will not all be marked as attended if the event is not assigned to them.
While assignees will be marked as attended, Auto Attendance will not issue a certificate to the attendees. Certificates will still need to be issued manually when auto attendance is enabled.
Activity Log
The Activity Log shows any changes made to the event by any user on the platform.
You are also able to export the logs to an Excel sheet by clicking the "Export Logs" button in the top right of the window.
Archive
By clicking the Archive option, this window will appear:
Archiving the event will permanently cancel all of the upcoming sessions for that event.
Keep in mind: The event itself can be restored, but the sessions can not if they are archived or deleted.
Event Settings
In the Settings area for events, you will see the below options:
Open for manager-enrollment
This allows managers to assign events to the members of the groups that they are the managers of.
โ
Use approval for enrollment
This will require people to request access to the event which managers need to either approve or deny.
โ
Event Price
This sets a price for the event, both the user and manager can see the amount once it is set.
Issue certificates after completion
This will allow for the event to have certifications sent out to the user after they complete the event. You can also set the expiry settings and custom text if you wish.
Please keep in mind that if a Certificate is added to an Event, and then awarded to people who completed the Event, you will not be able to remove the Certificate from that Event. As a workaround, it is recommended to create a new Event with similar or same details, with/without the Certificate attached.
*** It is important to keep in mind that emails sent will show time in UTC format, however, calendar invites and such will show the time on the platform.***
Reporting
Navigating to Reports > Events will bring you to the event reporting page.
Here you will see a few different options:
Total Events shows the amount of events on the platform.
Total Sessions shows the number of sessions on the platform.
Upcoming Sessions shows the amount of upcoming sessions in the future.
Completed Sessions shows the number of completed sessions in the past month.
Total Events (graph) shows events created in a given month.
Attendance shows the percentage of people who completed their assigned events.
Scrolling down a bit, you can see a breakdown of all events on the platform and a small breakdown of them.
The table can be sorted, filtered, searched through and downloaded as an Excel report. Columns display the number of sessions in the event, how many people are assigned and how many people have completed it.
Clicking on one of these will lead to the specific events reporting page:
Here you will find another set of metrics specific to the selected event:
Assigned People shows the number of people assigned to the event.
Signed Up shows the percentage of people that have signed-up for a session, regardless of whether they have completed it or not, out of the total number of assigned people.
This does include canceled or unattended people.
In Progress shows the percentage of people who have signed up, out of the total number of assigned people.
This does NOT include canceled and unattended people.
Completed shows the percentage of people who have attended the event out of the total number of people assigned to the event.
Scrolling down, you can see the metrics in a table of people which can be searched through and exported as an excel. The table shows all assigned people and their status, which can be To Begin, In Progress, or Completed. The mode of the table can be shifted to show a list of sessions instead of people by clicking the tabs above.
This table shows the statistics about every session, when they are being held, how many people are signed up, how many are marked as attended, unattended or cancelled.
These session rows are clickable and bring you to the session details report:
The session-specific report displays an overview of user participation for any given session. We also display a graph of when the people signed-up for the event. A donut chart breaks down the distribution of sign-up status and then a table with people and their status for the given session.
Session Logging
Session logging enables the creation of records for each specific session. These are useful to admins to see the actions taken during which sessions.
You can find the session log by:
Navigate to Instructor, then click the three dots on the event, before finally clicking Manage attendees.
Navigate to Admin > Learning > Events, then click the three dots on the event, before finally clicking Manage attendees.
Once there, you will see the icon for logging next to the enroll button as shown above. Clicking that will show you the following:
Here we display WHO made specific changes regarding the event and for WHOM. In the current implementation, we display when:
A user signed up for a given session, showing the user committing the action on themselves, setting their status to be Signed Up
A user canceling their sign-up for a given session, showing the user committing the action on themselves, setting their status to be Cancelled
An admin enrolling a user for a given session, showing the admin committing the action on the user, setting their status to be Signed Up
An admin marking a user as having attended, showing the admin committing the action on the user, setting their status to be Attended
An admin marking a user as having canceled, showing the admin committing the action on the user, setting their status to be Cancelled
An admin marking a user as having unattended, showing the admin committing the action on the user, setting their status to be Unattended
Additionally, admins are able to download an Excel file that gives this same overview by clicking the Export logs button in the top-right corner of the window.
Sign-up to both people and groups
With Events, you are now able to sign up not only people but also whole groups to them.
To do this, navigate to Admin > Learning > Events > Find the event you want to assign > Select the Groups tab > Then select a group and assign!
When a new user is added to the group, they also get the event assigned to them via the group assignment. This is useful for user onboarding going forward. However, keep in mind that the enrollment on the event itself will only happen to any current people in the group.
Any new people will only be assigned, but not enrolled.
Archiving
Archiving allows admins to make events still available to the system, but not available to people and hidden from admins. It is important to keep in mind that the reporting data for these events will still be available in the reports.
To archive an event, navigate to Admin > Learning > Events > then select the event. Once it is selected, click on the three dots in the top-right corner and then click the Archive button.
Once an event is archived, it gets deprioritized in the admin overview. This means that active events are shown first. However, you can still filter by archived events by clicking on the Filters button and then clicking Status > Archived.
Archived events are NOT accessible to people that are assigned to them, they will not appear on any of their home or learn pages. Furthermore, archiving an event will cancel all upcoming sessions in the event. This cancellation will be handled like any other session cancellation, which means it will inform the user that the session was canceled via email and will also make it inaccessible to the instructor if there is one.
Admin Events List
The Admin Events list is an area where you can see some more in-depth information regarding Past and Upcoming events. Essentially, you can view all the events over a given time and the statistics that come with them.
You can get here by navigating to Admin > Learning > Events.
With this page, you are able to also manage the events as you would on the Instructor page.
Topics
Topics are a feature where you can basically label different events with a topic. This will provide further insight to anyone who wants to sign up for the event, on what it will relate to.
You can assign a topic while either creating or editing an event like so:
Once the topics are assigned to the correct events and have their attached categories, the end user will be able to filter by both events and topics in the learning overview.
In case of any questions or concerns, please feel free to contact the eloomi support team via the eloomi Support Hub.