- Index
- /Manage Learners
- / Create Learner
Create Learners
- Input the following mandatory information into the "Learner Information" page: First Name, Last Name, Email Address.
- Input information into optional fields for a more complete Learner profile.
- Use the dropdown box to select a Rate Category: "Member" or "Non-Member."
- Click inside the Birth Date field and select a date using the calendar that pops up.
- Enter the Learner's Street Address:
- Use the Add Line feature to add an additional line to the Learner's address.
- Use the dropdown boxes to select a State/Province/Region and a Country.
- For a standard Learner profile, leave Admin Type to "None" in the Admin Rights area. To give Learner Admin rights, see "Assigning Admin Rights" below.
- See "Adding Completions" below to add a Completion.
- Click to finish creating the Learner or or to cancel.
- Select either the "Admin" or "Organization Admin" radio button in the Admin Rights area.
- If selecting "Admin" — designate Permissions by checking either the "Manage Subscriptions Definitions" checkbox, the "Reports" checkbox, or both.
- If selecting "Organizational Admin" — designate managerial privileges by checking the checkboxes that apply to the new Admin. Note: The "Organizational Admin" options include both "Reports" and "Manage Subscription Definitions."
- Click to finish creating the Admin or to cancel.
- Click the button near the bottom of the page. An "Add New Completion" dialogue box will pop up.
- Enter the required Completion Date.
- Select a course from the list or use the "Search by:" field to find the desired course. You can search by full or partial course name.
- Click the button to add the Completion to the Learner's profile or the button to close the dialogue box
Note: Click the button in the "Remove" column to remove a completion.