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Managing Count Participants

Because participant data is critical for calculating effort information that informs count data analysis, you are strongly encouraged to keep participant information up to date to support accurate record-keeping. Include all Circle Leaders on the Participants tab, along with all other count volunteers.

To access and manage your participant list, do the following:

  1. Go to the circle page by clicking the circle name.
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  2. Navigate to the Circle Info tab (a), then click the Participants tab (b).
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Participant Tab Elements

Note that:

  • Registered box can be checked if participants are added manually. If they registered online, the Registered box is not editable.

  • More than one Count Type can be selected by clicking the down arrow.

  • The Attended column is for marking attendance on count day and provides the following choices: Attended, Supported or Neither (-). Supported is for volunteers who contributed their time and expertise in ways other than birding on count day.

Adding Participants

To add participants, do the following:

  1. Select Add new Participant in the Actions dropdown. The Add Participant screen is displayed.
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  2. In the Add Participant screen, enter the participant's email and click Check email.
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    NOTE: If a volunteer with that email exists, the system displays their record, which can be updated.

  3. Enter the participant's information and click Add Participant.
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Editing Participants

To edit participant information, do the following:

  1. Click the more icon (a) and select Edit (b) from the menu. The Edit Participant screen is displayed.
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  2. On the Edit Participant screen, do any or all of the following:

    1. Enter Participant Profile Information.

    2. Enter the circle information in the Circle Participation section.
      ​NOTE: Use to assign the participant to additional circles.

  3. Click Save Changes.

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