Sessions & attendance
Schedule a session
Set up a dated instance of a training, assign a trainer and steer its three phases: preparation, delivery, closing.
Updated on June 14, 2026 Read: 6 min
A session is a dated instance of a published training. This is where enrolment, attendance and assiduity evidence happen.
Prerequisites
- Admin role.
- A published training. See Create a compliant training.
1. Create the session
From a training’s Sessions tab, click New session:
- Set the start and end dates and times.
- Choose the modality: in-person (enter address), remote (enter video-conference link), or hybrid.
- Assign at least one trainer.
- Set the capacity (minimum / maximum learners).
Tip: you can schedule several sessions for the same training (different cohorts, dates or locations). Each session is independent with its own attendance sheet.
2. Enrol learners
During the Preparation phase, invite or enrol your learners. See Invite and confirm learners.
3. The three phases
| Phase | Status | What happens |
|---|---|---|
| Preparation | Scheduled | Manage learners and prior documents. Attendance greyed out. |
| Delivery | Open | Attendance active, learner signing available. |
| Closing | Completed | Attendance viewable, satisfaction surveys sent. |
Transitions are triggered by the admin: Start the session (requires at least one trainer), Close the session, Reopen the session.
Important: starting a session requires at least one assigned trainer. Certeef refuses to open a session without a trainer, this is a Qualiopi compliance requirement.
4. Collect attendance
Once the session has started, record presence and collect signatures per half-day:
- Attendance sheet and signatures : record arrival/departure and learner signatures.
- Half-day attendance slots : manage multi-day sessions slot by slot.
5. Cancel a session
As long as it has not taken place, a session can be cancelled with an optional reason. Enrolled learners are notified and the session shows its cancelled status.
What’s next?
- Attendance sheet and signatures : collect attendance evidence.
- Satisfaction surveys : send questionnaires after closing.
- Calendar view : see all your sessions in a calendar.
Frequently asked questions
- What is the difference between a training and a session?
- The training is the reference record (programme, documents). The session is a dated instance of it: dates, a location, a trainer and enrolled learners.
- Why is the attendance sheet greyed out?
- Attendance only becomes active once the session has started (Delivery phase). While it is scheduled, the sheet stays visible but greyed out.
- Can I reopen a closed session?
- Yes. The 'Reopen the session' button is available for post-session catch-up (fixing attendance, adding a forgotten signature). The session returns to Delivery phase.
- What happens if I cancel a session?
- Enrolled learners are notified by email (best-effort). The session shows its cancelled status and cancellation reason. Attendance data is preserved for reference.