Take and correct attendance

01 · Outcome

What you’ll accomplish

Mark a dated class roster, save work in progress, and finalize the session when it is ready. If a finalized status is wrong, use the separate correction process when your role allows it so the studio can see what changed and why.

03 · Workflow

Step by step

1. Open the class and date

   Choose Attendance, or use Open attendance beside the session in Schedule. Where the attendance page offers Class and Date fields, select both and choose Open roster. Read the class name, date, schedule, and location on the selected occurrence card before touching a status. Choose an existing occurrence card if it is already listed.

2. Check the roster and its state

   Compare the names with the confirmed dancers for this session. Read whether the roster is Open or Finalized. An open roster can be marked by authorized staff; a finalized roster needs correction access. If a dancer is missing, check enrollment with the front desk rather than marking another dancer or assuming a waitlist entry is confirmed.

3. Mark each dancer’s attendance

   On the dancer’s row, select Present, Absent, Late, or Excused. For example, to mark a dancer absent, find that dancer on the correct dated roster and choose Absent. Review the selected status on each row and the summary counts. The Unsaved changes badge means your selections have not yet been confirmed as saved.

4. Use Save progress while the roster is open

   Choose Save progress to record the statuses entered so far while keeping the roster open. This is useful when you need to pause or are still waiting to resolve another dancer’s status. Wait for Attendance progress saved and check that Unsaved changes clears. Saving progress does not finalize the roster or mean every dancer has been marked.

   What to expect: Your entered statuses are saved, and the roster remains Open for the remaining work.

5. Review unresolved dancers before finalizing

   Check the Marked total and any still unmarked count. Revisit each unresolved row and choose the appropriate status using the studio’s policy. If your studio requires a complete roster, finalization stops at the first unmarked dancer. Some studios explicitly allow finalization with unmarked entries; follow the policy message on the page rather than guessing.

6. Choose Finalize roster when the session is ready

   Select Finalize roster after reviewing the class, date, names, and statuses. Wait for Attendance is finalized and confirm the occurrence now says Finalized. Finalization is a separate action from Save progress. Once the roster is finalized, further changes use the correction controls and may require a manager or another authorized colleague.

7. Correct a finalized status with a reason

   If you have correction access, select the finalized occurrence and change only the incorrect dancer statuses. Enter a clear Correction reason, such as the factual reason a Late status is replacing Absent. The explanation should identify the correction without unnecessary personal information. Save correction is unavailable until a status has changed and a reason has been entered.

8. Save the correction and check its history

   Choose Save correction and wait for The attendance correction is recorded. Recheck the corrected status and the Correction history section for the recorded reason and time. If the latest roster changed while you worked, use Reload latest roster when offered, review the current values, and then make only the correction still needed.

   What to expect: The finalized record shows the intended statuses and the correction has an explanation in its history.