Inviting or adding trainees (via email, via form or via Excel CSV spreadsheet)
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:
- View all trainees on the Trainees and courses page
- 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
Only the main account holder can do this, not managers.
- Trainees must be deleted from all courses that they have access to.
- Visit the deleted/expired trainees page.
- 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.