How to manage delegates
Thane Garton
16 steps
2 minutes
Smartmembership
1
Navigate to Courses.
2
Search for the course using the filters at the top of the page or from the course list.
3
Select Manage delegates.
4
There will be a pop-up with Apty guidance, sharing tips to help.
5
Training providers can assign documents to delegates through this page.
If the workbooks have been pre-purchased, they will be pulled from the stock levels and allocated to delegates. If they have not been pre-purchased, an invoice will be generated which can be found on Credit and invoices on the main dashboard. This will need to be paid before the workbooks are released to delegates.
6
Once the course has started, training providers can confirm their delegate's attendance. They can still edit delegate details at this point as long as it is before the start date.
Training providers must confirm attendance on the day before the course starts to allow delegates to receive workbooks on their delegate portal.
Editing delegate information
7
To amend delegates first and last names, select Edit delegate.
At the moment, training providers can only edit the first and last name of their delegates. It is in the works that we will extend the editing permission to all fields including DOB and email.
8
Amend the first and last name of the delegate.
9
Select Save and continue.
Cancelling delegates
10
Delegates can only be cancelled before the start date for face-to-face courses. After the start date, only e-learning delegates can be cancelled. If you need to cancel a delegate and are unable to do so, please contact us. Email - [digitalsupport@iosh.com](mailto:digitalsupport@iosh.com) Contact form - [Contact customer services | IOSH](https://iosh.com/contact/customer-services?_gl=1*1c0rfh9*_up*MQ..*_gs*MQ..&gclid=EAIaIQobChMI0MjytYHykgMVr5RQBh0rtzFKEAAYASAAEgIERPD_BwE)
In certain cases for face-to-face courses, hardcopy workbooks, certificates, and digital workbooks are automatically returned to the online inventory when a delegate is cancelled. However, digital workbooks will ***not*** be credited back, regardless of whether the cancellation occurs before or after the course start date.
For e-learning courses, digital and hardcopy certificates will only be credited back before results are submitted, otherwise stock will not be replenished.
11
Navigate to Courses on the top navigation bar.
12
Search for the course by using the search bar or from the list.
13
Select Manage delegates.
14
As this is a face-to-face course and it is before the start date, the Cancel button is visible. Select Cancel on the delegate.
15
Select Confirm deletion.
16
The delegate has been successfully cancelled.
How to manage delegates
Thane Garton
16 steps
2 minutes
Smartmembership
1
Navigate to Courses.
2
Search for the course using the filters at the top of the page or from the course list.
3
Select Manage delegates.
4
There will be a pop-up with Apty guidance, sharing tips to help.
5
Training providers can assign documents to delegates through this page.
If the workbooks have been pre-purchased, they will be pulled from the stock levels and allocated to delegates. If they have not been pre-purchased, an invoice will be generated which can be found on Credit and invoices on the main dashboard. This will need to be paid before the workbooks are released to delegates.
6
Once the course has started, training providers can confirm their delegate's attendance. They can still edit delegate details at this point as long as it is before the start date.
Training providers must confirm attendance on the day before the course starts to allow delegates to receive workbooks on their delegate portal.
Editing delegate information
7
To amend delegates first and last names, select Edit delegate.
At the moment, training providers can only edit the first and last name of their delegates. It is in the works that we will extend the editing permission to all fields including DOB and email.
8
Amend the first and last name of the delegate.
9
Select Save and continue.
Cancelling delegates
10
Delegates can only be cancelled before the start date for face-to-face courses. After the start date, only e-learning delegates can be cancelled. If you need to cancel a delegate and are unable to do so, please contact us. Email - [digitalsupport@iosh.com](mailto:digitalsupport@iosh.com) Contact form - [Contact customer services | IOSH](https://iosh.com/contact/customer-services?_gl=1*1c0rfh9*_up*MQ..*_gs*MQ..&gclid=EAIaIQobChMI0MjytYHykgMVr5RQBh0rtzFKEAAYASAAEgIERPD_BwE)
In certain cases for face-to-face courses, hardcopy workbooks, certificates, and digital workbooks are automatically returned to the online inventory when a delegate is cancelled. However, digital workbooks will ***not*** be credited back, regardless of whether the cancellation occurs before or after the course start date.
For e-learning courses, digital and hardcopy certificates will only be credited back before results are submitted, otherwise stock will not be replenished.
11
Navigate to Courses on the top navigation bar.
12
Search for the course by using the search bar or from the list.
13
Select Manage delegates.
14
As this is a face-to-face course and it is before the start date, the Cancel button is visible. Select Cancel on the delegate.
15
Select Confirm deletion.
16
The delegate has been successfully cancelled.
