Processing manual waitlists

With manual waitlists, the learning manager can cancel the registration of a confirmed participant and fill an opening with anyone in the waitlist. If an opening occurs, then the learning manager must manually fill the opening with a wait-listed resource. If notifications are set up, then the learning manager can be notified when an opening occurs due to a resource withdrawing or a resource's manager canceling the registration.

  1. Select Learning and Development > Registration And Completion > Manage Registrations.

    Any session that has reached full capacity or has a waiting list displays a red flag in the Capacity column.

  2. Select the session update.
  3. Move resources in or out of the wait-list
    • To remove a resource from the confirmed resources list to make room for another resource, access the Confirmed tab, highlight the resource to remove, and select Actions > WaitList.

      The resource is moved to the waitlist. If a notification is set up for this change of status, then an email is sent automatically to the affected resource.

      Note: 

      Wait-listed resources can request registration for another session while on the waitlist. If a resource is confirmed for another session, then the resource's wait listed registration is automatically canceled. The canceled registration appears on the session's Inactive Registrations tab.

    • To move a resource from the waitlist to the confirmed list, access the Wait-listed tab, highlight the resource, and select Actions > Confirm.

      The resource is moved to the Confirmed resources list. If a notification is set up for this change of status, then an email is sent automatically to the affected resource.

      Note: 

      You cannot confirm a wait-listed resource if the session is full. To register more resources, you must first increase the session enrollment maximum.

    • To cancel the registration of a wait-listed resource, click the Wait-listed tab, highlight the resource, and select Actions > Cancel Wait-List Registration. If a notification is set up for this change of status, then an email is sent automatically to the affected resource.

    • To approve a requested registration, click the Requested tab, and select Actions.

      If you register the participant for the current session and there is a waitlist, then the resource is placed on the waitlist. If the session is not full, then the resource is confirmed.

      Note: 

      Typically, the resource's manager is expected to approve the registration, and the learning manager can send notifications to resource managers who have pending registration requests. The learning manager can always approve a registration on behalf of a resource manager.