Adding an attendee to a course

First, make sure that you're logged in and authorized, and navigate to the course to which you would like to add an attendee. It should look something like this.

Click on the green "+ Add attendee" button above the attendee table. You should see a form that looks like this:

Selecting a person record

It is important for the sake of data integrity that we maintain a single record for each unique person in our database. Adding an attendee to a course involves creating a link between the course record and the person record.

Start by searching for an existing person record by typing in the "person field." You should see a list of suggestions. Select the person whom you're looking for. This will link the attendance record that you are creating to this existing person record.

If you can't find the person that you're looking for, you have the option to create a new person record. Click the "Create" checkbox below the person field, and fill out the forename and surname fields.

Entering a role

Presently the role field can take any freeform value. Typical values include "Faculty", "Student", and "Instructor."

Entering an institution

Just like for people, we don't want to create duplicate records for institutions. So just as before, search for an existing institution record by typing in the input field. Select the matching record or, if you don't find one, check the "create" option below the institution input to create a new record.

Entering a position

Presently the position field can take any freeform value. Remember that this describes the relation between the person and their institution, not the course itself. For example, you might enter "Graduate student" or "Assistant Professor".

Entering a location

The location field is simply a freeform text field; it can contain just about anything. Typically this is used for the participant's address. In future versions, we'll add an explicit linkage to geographic entities (and you can do that now from other views; see Editing Records). 

Create!

When you're all done, click on the green "Create" button in the bottom right corner of the page. If all goes well, you should be redirected to the course page from whence you came. If there is a problem with your entry, you should see error messages indicating what to fix.