Inviting or adding trainees (via email, via form or via Excel CSV spreadsheet)

Read about your options here


Deleting and editing trainees

You can 

  • Edit a trainee
  • Delete a trainee from a course
  • Permanently delete them once they've been deleted from all courses


There are two options:

Click on: 
  2. Manage trainees in the Course and trainee options dropdown menu. 




Choosing View all trainees shows different information than choosing Manage trainees.

View all trainees (shows every trainee with a current course licence)Manage trainees (shows trainees in that course)
Email or username (if email doesn't exist)
Name
Status (claimed or unclaimed)
Course
Groups
View, Edit, Delete		Email or username
Name
% complete
Access expires
Groups
View, Edit, Delete,
Course validation statement,
Validate, Results (CSV),
Certificate, ID Card


Edit buttons explained

Depending on the course and what settings you have changed, you may not see all these buttons.


View all trainees view


Manage trainees view


Click on Trainee options to drop down the menu

  • View: goes to Modules completed for that trainee
  • Edit: enables editing of the trainee's name, password and groups (note that you can edit groups en masse by selecting multiple trainees) - see below
  • Delete: deletes the trainee's access to that course immediately (you can still view their results, but you will need to buy another course licence to reinstate access to modules)
  • Course validation statement: available for some courses, such as forklift operator's certificate (may be grey if the course isn't completed, or not appear at all)
  • Validate/revalidate: a way to confirm a person has also completed a separate practical or theory test (may be grey if the course isn't completed)
  • Results (CSV): download the trainee's training results
  • Certificate: generate a certificate of their course results (may be grey if the course isn't completed)
  • File: if you uploaded a file to the validation page, you can download it here
  • ID card: generate an ID card (if relevant)


Note that you can edit multiple trainees by choosing multiple checkboxes.


IMPORTANT

In View all trainees, each trainee will have one record for each of the courses they are enrolled in. If you edit the trainee's groups, this will be reflected in each of the records. However, if you click Delete, this will only delete the trainee from the specific course (i.e. remove their access to it), not all courses they are enrolled in.


Deleting trainees that haven't started a course

See more here.


Permanently deleting trainees

  1. Trainees must be deleted from all courses that they have access to.
  2. Visit the deleted/expired trainees page.
  3. Select the trainees you want to permanently delete and click the big red button!


Deleting trainees before they are renewed

In the image below, the company has 8 course licences expiring in the next 30 days.

Click on the number and you will see a list of the trainees.


The trainees' access to the course will expire if you don't renew the course licence.

Select the trainees you want to delete, then click Delete.


Deleting a trainee removes their access to that course immediately. 


Or click Renew if you want to renew any of the course licences for those trainees.


Buy more course licences

If you've run out of course licences you can purchase extra ones by going to the Courses page and adding the required number of course licences to your cart, then checking out.