Waitlists

The learning manager can define a default processing option for waitlists at the organization level. This option defaults on all sessions. The learning manager can change the option on individual sessions.

These options are available:

  • No waitlists

    If this is the option in effect for a session, no waitlist is allowed. No resource is allowed to register after the session is full.

  • Automatic waitlists

    If this option is in effect for a session, then a waitlist is allowed. The system processes the wait-listed resources automatically, according to the selected processing order.

    • If the processing order is "Earliest Registration Date," then the system moves wait-listed resources to open slots in the order that their registration was approved.

    • If the processing order is "Required Then Earliest Registration Date," then the system gives priority to resources that are required to attend the learning activity and uses the order that the registration was approved as the secondary sorting order.

  • Manual waitlists

    The learning manager has complete control of the waitlist.

Waitlist processing tips

  • Even with manual waitlists, the learning manager cannot confirm a wait-listed resource if the session is full. The learning manager can create a slot by increasing the capacity of the session or by cancelling a previously confirmed registration.

  • The learning manager can switch the wait-list option to handle exceptions.

    For example, the learning manager may want to let the system process waitlists automatically but keep the option to intervene manually for exceptional cases.

    In this case, the learning manager sets a session to process waitlists automatically. However, if a registration request comes in for a resource who must absolutely attend the session, then the learning manager switches the wait-list option to manual waitlist, creates a slot for the resource by cancelling an existing confirmed registration or by expanding the capacity of the session, then confirms the resource's registration. The learning manager then switches the session back to automatic processing.

  • A wait-listed resource can enroll in another session for the same activity and can be on multiple waitlists. If a wait-listed resource is confirmed for another session, then the system automatically cancels all outstanding wait-list registrations for the resource for that activity.