Build your training attendance reconciliation.

How to build your training attendance reconciliation

1. 1

   Describe the job

   Compare session registrations with attendance observations and accepted corrections.

2. 2

   Review the first version

   Choose how the training coordinator records the session and how the instructor reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your training attendance reconciliation

• Keep the session in context

  Keep session, registration, attendance observation, correction request, review owner and accepted count together so the next person can understand the request or record.

• When the next step needs a decision

  A learner is registered but absent from the attendance record. Keep registration and attendance distinct while reviewing a correction request.

• Keep accepted count visible

  Keep an unverified attendance correction out of the accepted total.

• Choose what each person needs

  Give the training coordinator a working view and the instructor a review view. Keep session and registration attached to the decision as the work moves between them.