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Editing the content and participants of a schedule

  • Updated

Background

It is possible that a certain assignment, user, or group must be added to or deleted from a schedule. Take into account that deleting an assignment, user, or group from an assignment can have an impact, depending on the schedule's status: 

  • In a Draft schedule, deleting users, groups, or assignments is possible and has no impact on the results.
  • In an Upcoming schedule, deleting users, groups, or assignments is possible and has no impact on the results.
  • In a Live schedule, deleting users, groups, or assignments is possible but has an impact on the results.
    • When you delete an assignment, the results of the participants who have already completed the assignment will disappear from the schedule report, but will remain available in the assignment report.
    • When you delete a user or group from a schedule, their results will be removed from the schedule report, but will remain available in the assignment report. 
  • In an Expired or Archived schedule, you cannot delete users, groups, or assignments anymore. 

Procedure for draft schedules

To delete or add users, groups, or assignments from a draft schedule, proceed as follows:

  1. Go to your draft schedule.
  2. Click on Assignments or Participants. 
  3. On the right side of the assignment or participant, select the three dots.
  4. Delete the assignment, user or group.
    Result: The assignment, user or group is no longer connected to the schedule.mceclip0.png

Procedure for upcoming or live schedules

To delete users, groups, or assignments from an upcoming or live schedule, proceed as follows:

  1. Go to your upcoming or live schedule.
  2. Select mceclip1.png in the right top corner.
  3. Click on Assignments or Participants. 
  4. On the right side of the assignment or participant, select the three dots.
  5. Delete the assignment, user, or group.
  6. Save your changes by clicking Save in the right top corner.
    Result: The assignment, user, or group is no longer connected to the schedule.

To add users, groups, or assignments to an upcoming or live schedule, proceed as follows:

  • Go to your upcoming or live schedule.
  • Select mceclip1.png in the right top corner.
  • If you want to add (an) Assignment(s):
    • Click on Assignments.
    • Click Add in the upper right corner of the Assignments section.
    • Select your assignment(s)
    • Click Add.
  • If you want to add Participants:
    • Click on Participants.
    • Click Add group or Add user in the upper right corner of the Participants section.
    • Select your group(s) or user(s).
    • If you want to notify the users, check the option Notify user via e-mail.
    • Click Add.
  • Save your changes by clicking Save in the upper right corner.
    Result: The assignment(s), group(s) or users are added to the schedule. If you checked the option Notify user via e-mail, the newly added users will receive an e-mail saying that the schedule is available for them.

More information

Schedule statuses

Edit the timing of a schedule

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