How to Take Attendance

It all starts with a new post where Attendance has been added. Admins have already decided whether they want check-in only (on by default), check-out as well, or leave it all to the membership as a self check-in.

Once Attendance has been added, accurate and detailed results can be captured by assigning a check-in status (present, excused, late, absent) and an optional check-out status (left, left early, stayed late) to easily track the participation of each member. The same options exist for self check-in. Results are recorded and sortable by status.

1. To get started, Admins or Attendance Managers, non-admins who have been designated permission to take attendance, should click on the blue Take Attendance button from the post detail screen.


2.
Once selected, they arrive at a full list of attendees ready to get assigned a check-in status. The four check-in status includes Present, Excused, Late, and Absent. As they get assigned, watch the numbers in the summary at the top of the screen update in real time.


3.
If Attendance is being taken for rostered members only (and not all members), there will be a ••• menu at the top right that allows the attendance manager to sort by additional fields such as first name, last name, number, position, and class (depending on the nature of the group); if Attendance is for all members, you can sort by first and last name only.

4. If Check-Out was turned on by the admin during post creation, there will be a second tab at the top to assign check-out. If the member was checked-in as Present or Late, they will choose from three check-out options: Left, Left Early, and Stayed Late. If the member was checked-in as Absent or Excused, they will not have a check-out status to assign.

5. Once Check-In and Check-out have been completed, you can tap on the Results tab to view the full list of attendees. You will also see all seven check-in and check-out status options up top to select if you want to filter by status. For example, if you want to see all members marked absent, choose Absent.


6.
You can also tap on any individual member for more detail. Choose a member to clear current status or update to a new status by tapping Reset. You can also view the name of the attendance manager who assigned the status upon check-in and check-out. 

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