You can optionally store some information about the delegates that will be attending the training event. Completing this step is important if want to send evaluation forms out using the Trellis 2011 e-mail functionality.

 

To get started, click on the ellipsis button by delegates to get started.

 

 

To add details of your course delegates click on the button beside the delegates count box.  You will then see this window:

 

 

 

 

To set up the list of delegates attending a specific course, you select names from the Delegate Master List.  The Delegate Master List will have the details of all the delegates that you have set up in the system so you can draw from that list instead of having to set them up from new each time.

 

To open the master delegate list click on Add Course Delegates in the top left-hand corner of the window.  The following window will then open:

 

 

 

 

New names can be added to this list easily.  See Working with Evaluation Detail Lists for more information.

 

From this list select the names you want to add to the list of delegates attending the current course and then click Add. When you are satisfied with your selections, click Close. Your course list is updated with the names of the delegates you selected.

 

 

 

Once you are satisfied with the list of delegates, click on Save.   The window will then close.

 

The number of delegates you select to be added to the list of course delegates is not overridden by the number of the delegates you enter in the evaluation details window.