Manage an Event Roster

This tipsheet provides step-by-step instructions for managing an event roster. 

Instructors or organization administrators must update attendee statuses and mark the event as completed within two weeks of the event’s end date. Events automatically close after 60 days. 

Once all event attendees have been verified and no further changes to the roster are needed, you can select Complete Event in the Event drop-down on the Event Details page to mark your event as complete. This should be done only when all roster changes are complete. 

If an event needs to be reopened, email pqas@pakeys.org with the Event ID#, Title, and Date(s). Screenshots of the training event details are also acceptable. Reopened events automatically close at the end of the day. 

Participant Management: 

• Participants can only be added or verified after the event for both Third-Party Online Registration and Built-In Online Registration events.  
• Self-Paced events allow you to add participants at any time. 

Payment: If payment is required and participants need to pay after the event, the instructor must add them to the roster. Attendees must then submit payment using the steps below to receive credit. 

To Pay Online: 

1. Log into the PD Registry. 
2. Click the Invoice tab on the left menu. 
3. Select Unpaid from the Status drop-down menu. 
4. Click Search and locate the invoice. 
5. Click the invoice link and follow the prompts to pay. 

For Check Payments: If an attendee paid by check, click Enter Payment next to their name and complete the required information. 

Removal of Participants: Only the PD Registry team has access to remove an attendee once added/verified. If you added someone by mistake, please email registry@pakeys.org with the following details: 

• Event ID#,  
• Attendee’s Name 
• Attendee’s Registry ID# 

Step-by-Step Instructions: 

• How to Add Participants to a Roster 
• How to Verify Attendees 
• How to Transfer Attendees 
• How to Change One Attendee to Another
• How to Message The Roster

The attendee will be moved from their current event to the selected event.