Add recipients to an action

Recipients are who — or what — is subject to the obligation. Who can be a recipient depends on the type: see Terminology by action type.

The action is in the office menu, under Actions, in the submenu of its type.

1. Select the action and open the Recipients tab.
2. Click New.
3. Select the recipients. Hold Shift to select several at once.
4. Click Save.

Shown here on a training course: the steps are the same for every action type.

Each recipient appears with a status:

• New — subject to the obligation, but nothing has been recorded yet;
• Valid or Expired — according to the dates of the certificates already registered;
• Expiring — the expiry is approaching, within the notice period set in the Expiring field of the action.

A recipient stays New until a session is recorded or a certificate is registered. For what each status means and what it is derived from, see Statuses. Adding people here does not schedule anything: it declares who is concerned. The scheduling is a separate step, Schedule a session.

Caution

Only people already added as recipients of the action can be enrolled in its sessions. If the list is empty when you try to enrol someone, come back here first.