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Program and Case Management
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            Track Attendance of Programs and Benefit Sessions

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            Track Attendance of Programs and Benefit Sessions

            Quickly understand participant engagement by viewing attendance rates for benefit sessions and program enrollments. These metrics provide valuable insights into the success of programs and benefit sessions.

            Required Editions

            Available in: Education Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To track attendance:

            Advanced Program Management permission set

            OR

            Education Cloud Full Access permission set

            Attendance summaries are available on Program Enrollment and Benefit Session records. Attendance is calculated on sessions and programs that have statuses of Completed. If you've customized status values in Salesforce, you can also customize the formulas in the Calculate Benefit Session and Program Enrollment Attendance Rate Data Processing Engine (DPE) template to work with those custom statuses.

            The Attendance data is available on the Program Enrollment and Benefit Session page layouts, on the Details tab, under the Attendance Details section. The data included in the attendance summary includes the number of people who attended, the number of people who were marked as absent, and the overall rate of attendance for the session. If you’ve customized the page layouts, you can add the attendance summary data to the page layouts in Setup.

            The attendance summary data helps you understand participant engagement at-a-glance. You can easily track key program success metrics and share them with funders.

            See Also

             
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