Managing trainees

Managing trainees overview
Trainees and courses is the default page when you log in with a company account (see below). The page contains: Search specific trainee Filter (includin...
Tue, 14 Jan, 2025 at 10:51 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  ...
Tue, 14 Jan, 2025 at 10:51 PM
Searching for a trainee
To find a trainee, start typing their name or email address into the field on the Trainees and courses page.  Or, you can filter by groups, including...
Tue, 14 Jan, 2025 at 10:51 PM
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. ...
Tue, 14 Jan, 2025 at 11:05 PM
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 ...
Sun, 12 Jan, 2025 at 5:49 PM
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 Extending course ...
Tue, 14 Jan, 2025 at 10:51 PM
Manage trainees
Access this page from Manage > Trainees and courses, then going to Options > Enrolled trainees or clicking on the number in the Enrolled trainees colu...
Tue, 14 Jan, 2025 at 10:51 PM
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...
Tue, 14 Jan, 2025 at 10:51 PM
Can I delete a trainee and reuse their course licence?
If a trainee has not started their course (i.e. completion is at 0%), you can delete them and it will return the course licence to your spare course licence...
Tue, 14 Jan, 2025 at 10:49 PM
Export and download all trainee statuses
Go to Analyse > Reports and click on the Download button next to Current, expired and deleted trainees including overall course completion. This will...
Sun, 12 Jan, 2025 at 7:04 PM