Attendee Management

Business Purpose

Attendee Management tracks expected and actual participants for an activity, supporting operational planning, compliance review, and post-activity reconciliation.

Standard Steps

1. Open the target activity.
2. Add planned attendees individually or by approved import template.
3. Confirm attendee role, organization, and participation type.
4. Update actual attendance after the activity is complete.
5. Resolve unmatched or duplicate attendee records.

Field Description

Field	Description	Required
Attendee Name	Participant name.	Yes
Attendee Type	Internal employee, HCP, HCO representative, or other category.	Yes
Organization	Affiliated organization.	Conditional
Attendance Status	Planned, attended, absent, or cancelled.	Yes
Check-in Time	Actual check-in time where collected.	Conditional

Permission Rules

Requesters and activity owners can manage attendees before completion. Post-activity edits should be limited to authorized users and recorded for audit purposes.

Data Quality Checks

• Avoid duplicate attendee records.
• Use master data records where available.
• Keep planned and actual attendance status clearly separated.