Enrol recipients in a session

Once the session is scheduled, you choose which of the action’s recipients take part in it.

Sessions are in the office menu, under Actions, at the session level of the type — editions, examinations, orders, deliveries, reports.

1. Select the session.
2. Open the Recipients tab and click New.
3. Select the recipients to enrol and click Save.

Only people already associated with the action are proposed. If the list is empty, add them to the action first: Add recipients to an action.

Each enrolment starts with the status To be completed, which stays until you record the outcome.