Adding multiple registers using the Grid

The Sessions Grid is a quicker way of adding multiple registers at once. The Grid displays all of your sessions for an activity along the top of the page, and all the attendees that have ever attended that activity down the left-hand side. You can switch between activities in the top right-hand corner of the page by selecting Switch to another register.

On the Sessions Grid you tick the names of people that have attended for one or more sessions.

There are three “quick links” to help you Submit registers from the grid. All enables you to tick every attendee on the list, Previous selects everyone that attended the previous session and None unticks everyone.

You can either Save or Submit the sessions individually or you have the option to save and submit all registers at once.

Adding New Attendees to the register

On the left-hand side the name of anyone who has ever attended this activity will be shown. Users may have had additional attendees attend their sessions. This list can be added to using the Add Existing Attendee search bar to find an attendee that already exists on your organisations Upshot account. Alternatively, if this is someone completely new, use the Create a New Attendee button to create the participant and add them to the registers without leaving the page. In both options the attendee added will appear at the bottom of your list of names first off.

Note, this attendee must be ticked on a submitted or draft register to be presented on this grid page moving forward. Adding new names but not marking their attendance against any of the existing sessions will mean these names will not appear next time users load the Grid view.

Viewing earlier sessions

The Grid displays sessions in chronological order with the latest sessions on the left and earlier sessions to the right.

Eleven sessions are displayed per page, to view earlier or later sessions use the quick links in the top left corner of the screen or select a specific date range.

Sorting your list of Names

On the left-hand side the name of anyone who has ever attended this activity will be shown. This list of names can be sorted alphabetically by either first or last name.

Accessing the Full Register

The Grid can be helpful to quickly say who simply attended a session. If users want to add more detail to an individual Register this can be accessed directly from the Grid.

Users can then add more detail such as the Volunteer time of individual participants for example.

Adding multiple registers using the Grid

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