Attendance Summary for Enrolled Members
The Attendance Summary provides a detailed view of an enrolled member’s participation in meetings across your organization. This page helps case managers and administrators monitor attendance, track mandated participation, and review facilitator feedback.
In the Organization Management Module, select Enrolled Members from the side menu.
The Enrolled Members page will be displayed.
Find the member whose attendance you want to review. Click the three‑dot menu beside the member's name. Select Attendance Summary from the drop-down list of options.
Find the member whose attendance you want to review. Click the three‑dot menu beside the member's name. Select Attendance Summary from the drop-down list of options.
The Attendance Summary page will be displayed.
Meeting Activity
The page is divided into four attendance categories. Each category displays the number of meetings the member has:
1. All Meetings
Shows the member’s total activity across all meetings on the platform, not just your organization’s meetings and not just certified meetings.
2. Organization Meetings
Shows attendance for meetings hosted by your organization.
3. Certified Meetings
Shows attendance for meetings that are part of your EAP / Certified Client program. These are the meetings that count toward EAP participation.
4. Mandated Services
Shows attendance for meetings tied to a mandated service.
This section includes an additional metric:
- Registered
- Joined
- Absent
1. All Meetings
Shows the member’s total activity across all meetings on the platform, not just your organization’s meetings and not just certified meetings.
2. Organization Meetings
Shows attendance for meetings hosted by your organization.
3. Certified Meetings
Shows attendance for meetings that are part of your EAP / Certified Client program. These are the meetings that count toward EAP participation.
4. Mandated Services
Shows attendance for meetings tied to a mandated service.
This section includes an additional metric:
- Engaged - the number of mandated meetings where the facilitator marked the member as engaged.
Facilitator Notes
At the bottom of the page, you’ll find Facilitator Notes for meetings where a group leader submitted feedback. Each entry includes:
- Meeting name
- Date and time
- Group leader
- Feedback text
- Engagement status (see below for definitions)
- Submission timestamp
Engagement Status Definitions
When a Group Leader submits facilitator feedback for a certified meeting, they select an Engagement value from a predefined list. This value appears in the Facilitator Notes section of the Attendance Summary.
- Active = the Group Leader selected “The user was very active during the session.”
- Normal = the Group Leader selected “The user participated well in the session but was not very active.”
- Inactive = the Group Leader selected “The user was not active at all during the session.”
Group Leaders may submit feedback for any attendee in a certified meeting, but this information is primarily used to support mandated enrolled members. Engagement indicators and written notes help case managers understand participation quality and monitor mandated service requirements.