Step One - Find your event in CRM – Click on ECB > Settings > Events
Step two - Search for your event (you can search by course name, CRM Ref Cvent reference or date )
Step three - Where you can see your participants - Click on the following box
Step four - Select the candidates you wish to amend
- Here you will need to mark your participant as present / absent
- Here you will also mark your participants as competent
Once you have marked the participant as attended and competent your certificate will automatically be requested. (If they have all the course prerequisites). Please click on https://www.ecb.co.uk/be-involved/coaching/coaching-courses for details of pre-requisites of certification for each course.
Each night CRM will update Certification Status for the course prerequisites.