Managing trainees

Managing trainees overview
There are three elements to the Trainees and courses page: 1: Tabbed menu (groups and module restrictions) Trainees and courses is the default page (...
Wed, 9 Aug, 2023 at 12:23 PM
Editing, deleting and viewing trainees
Inviting or adding trainees (via email, via form or via Excel CSV spreadsheet) Read about your options here Deleting and editing trainees You can  ...
Thu, 17 Aug, 2023 at 8:36 AM
Searching for a trainee
To find a trainee, start typing their name or email address into the field on the Trainees and courses page. You can restrict it via group, too If you w...
Thu, 22 Sep, 2022 at 7:01 AM
Managing multiple separate companies or students
A manager, but not an account holder, can manage multiple companies. This is useful if you have a lot of clients who want you to monitor their progress. ...
Fri, 18 Nov, 2022 at 10:34 AM
Course completion notification email
When a user has finished a course 100%, an email notification is sent to the managers of any groups the user belongs to, plus the main account holder. This ...
Wed, 13 Jan, 2021 at 1:28 AM
Bulk editing trainees
Bulk editing is useful for two reasons: Changing the group or groups of a large number of trainees Deleting a large number of trainees You can get to a...
Wed, 9 Aug, 2023 at 12:27 PM
Manage trainees
Access this page from Course and Trainee Options > Manage From this page you can: Search or filter trainees using the search box This is useful if yo...
Wed, 9 Aug, 2023 at 9:28 AM
View and renew or reactivate expired or deleted trainees
You can reactivate a trainee that you have deleted or whose account has expired. You will need to purchase a new course licence for this (unless you deleted...
Wed, 9 Aug, 2023 at 11:56 AM
Can I delete a trainee and reuse their course licence?
If a trainee has not started their course, you can delete them and it will return the course licence to your spare course licences total. You can then invit...
Wed, 30 Aug, 2023 at 9:58 AM
Export and download all trainee statuses
You can download a list of all your trainees by logging in, clicking View all drivers then clicking Download driver list. This will give you a spreadshee...
Thu, 22 Sep, 2022 at 7:07 AM