Managing learners on a learning platform helps make sure everyone has a smooth and successful learning experience. As a trainer or admin, you can see how each learner is doing, assign them courses, and check if they have completed their lessons. This helps you know who needs help and when to support them.

In addition to this, it also lets you group learners, track their attendance, and create simple reports to understand their progress. By keeping everything organized, you can send the right lessons to the right learners at the right time. This makes learning easier, keeps learners interested, and helps everyone do better in their courses.

Through this documentation, we will guide you on how you can efficiently manage the submission in the curriculum.

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Navigation

The Learners section is where you can see and manage all the learners. When you visit this section, you can check learner details, track how they are doing, and make changes if needed. Visiting this area often helps you keep everything organized and makes managing learners easier.

Carefully follow the instructions below to learn how you can efficiently navigate to the learners' section in your organization’s learning platform.

Navigate to the panel on the right side of the screen, then click and unwrap the “Users” dropdown, then click on the “Learners” option.

Learners List View

The Learners List View provides an organized overview of learners in the system. You can filter learners based on their status, search for specific individuals, and view details like contact information, registration numbers, and admission status. It also allows you to export the list and apply filters to narrow down the results.

Refer to the following table to understand the learners' list view in a better way.

Add Learners in a Batch

Adding learners in a batch means you can add many users at the same time instead of one by one. This saves time and makes the process easier, especially when you have a big group of learners. It helps make sure everyone gets access to their courses quickly and without any confusion.

Refer to this Doc to Add Learners in a Batch

Export Learner Details

Exporting all the learners' details lets you download a list of learners from the curriculum batch. This helps you keep records, access data offline, and manage learner information easily.

Carefully follow the instructions below to learn how you can efficiently export learner details in batches in your organization’s learning platform.

Click on the “⬇️ Export” button to export learner details.

Set Learner Filter

Setting a learner filter in the curriculum batch helps you sort and view specific groups of learners. This makes it easier to manage learners by their status or course, keeping everything organized.

Carefully follow the instructions below to learn how you can efficiently export learner details from your organization’s learning platform.

Step 1: Click on the “Filters” icon in the top-right corner of the screen.

Step 2: Select the course(s) to view the learners enrolled in them.

Step 3: Switch to the “Batch” section and select the batches in the courses you selected earlier.

Step 4: Click on the “Apply Filter” icon at the bottom-left corner of the screen to apply all the filters.

View Registered Learners

Viewing registered learners in the curriculum lets you see which learners have signed up for the course. This helps you keep track of their progress and makes it easier to provide support when needed.

Carefully follow the instructions below to learn how you can efficiently view registered learners in your organization’s learning platform.

Click on the learners filter dropdown, then click on the “Registered” option.

View Enrolled Learners

Viewing enrolled learners in the curriculum lets you see which learners are officially part of the course. This helps you track their progress, make sure they are participating, and offer support as needed.

Carefully follow the instructions below to learn how you can efficiently view enrolled learners in your organization’s learning platform.

Click on the learners filter dropdown, then click on the “Enrolled” option.

View Completed Learners

Viewing completed learners in the curriculum shows you which learners have finished the course. This helps you check their performance, give final feedback, and confirm that they’ve completed the course.

Carefully follow the instructions below to learn how you can efficiently view completed learners in your organization’s learning platform.

Click on the learners filter dropdown, then click on the “Completed” option.

View Learners On Leave

Viewing learners on leave in the curriculum lets you see which learners are temporarily absent. This helps you manage their progress, offer support, and plan for when they return to the course.

Carefully follow the instructions below to learn how you can efficiently view learners on leave in your organization’s learning platform.

Click on the learners filter dropdown, then click on the “On Leave” option.

View Archived Learners

Viewing archived learners lets you see details of users who are no longer active on the learning platform. This is helpful when you want to check past learner information or track their progress. It further helps your organization keep records for reports or to follow rules as well.

Carefully follow the instructions below to learn how you can efficiently view archived learners in your organization’s learning platform.

Click on the learners filter dropdown, then click on the “Archived” option.

Add Learners in Bulk

Adding learners in bulk lets you enroll many learners at once. This saves time and makes sure all learners are added quickly and correctly to the course.

To learn more about how you can add learners in bulk, refer to this doc: How to Add Learners in Bulk?

Send the Reset Password Link in Bulk

Sending a reset password link in bulk lets you send password recovery emails to many learners simultaneously. This saves time and helps make sure all learners can easily access their course. 

Carefully follow the instructions below to learn how you can efficiently send the reset password link to learners in bulk in your organization’s learning platform.

Step 1: Select the learners to whom you want to send the reset link, click the “Bulk Action” dropdown, then select the “Send Password Reset Link” option.

Step 2: Select the channel in the confirmation box through which you want to send the reset link, then click on the “Send Reset Link” button.

Step 3: After clicking on the “Send Reset Link” button, a success message will appear on the top of the screen.

Archive Learners in Bulk

Archiving learners in bulk lets you quickly move many inactive or finished learners out of the active list on your learning platform. This keeps the platform clean and easier to use. It also helps make sure only current learners can access courses. Doing this in bulk saves time and makes managing learners much easier.

Carefully follow the instructions below to learn how you can efficiently archive learners in bulk in your organization’s learning platform.

Step 1: Select the learners you want to archive.

Step 2: Click on the “Bulk Actions” dropdown, then click on the “Bulk Learner Archive” option.

Step 3: A new panel will open on the screen. Add remarks and enter your password for confirmation, then click on the “Archive Learners” button.

Step 4: After clicking on the “Archive Learners” button, a success message will appear on the top of the screen.

Unarchive Learners in Bulk

Unarchiving learners in bulk lets you quickly bring multiple learners back to the active list. This helps learners who return to the course get access and continue their learning without delay. 

Carefully follow the instructions below to learn how you can efficiently unarchive learners in bulk in your organization’s learning platform.

Step 1: Select the learners you want to unarchive.

Step 2: Click on the “Bulk Actions” dropdown, then click on the “Bulk Learner Unarchive” option.

Step 3: A new panel will open on the screen. A new Enter your password for confirmation, then click on the “Yes, Unarchive Learners” button.

Step 4: After clicking on the “Yes, Unarchive Learners” button, a success message will appear at the top of the screen.

Update Course Validity in Bulk

Updating course validity in bulk allows you to change the expiration dates for many courses at once. This saves time and makes sure all courses have the right validity period, keeping everything up to date. 

Carefully follow the instructions below to learn how you can efficiently update course validity in bulk in your organization’s learning platform.

Step 1: Select the learners you want to update the course validity for.

Step 2: Click on the “Bulk Actions” dropdown, then click on the “Update Course Validity” option.

Step 3: A new panel will open on the right side of the screen. Click on the “Update Validity” button in the bottom-right corner of the screen.

Learners’ List Action

Educators can manage learner details easily through actions in the Learners' List. They can add notes for learners, reset passwords, and archive or unarchive learners to keep everything organized and provide better support.

Carefully follow the instructions below to learn more about the learners’ list action in your organization’s learning platform.

Add Learner Notes

Adding learner notes in the curriculum batch lets you keep track of important details about each learner. This helps you give better feedback and keep an eye on their progress.

Carefully follow the instructions below to learn how you can efficiently add learners' notes in your organization’s learning platform.

Step 1: Click on the 3-dot action icon, then select the “Learner Notes” option.

Step 2: A panel will open on the right side of the screen. Fill in all the fields and click on the “Update Status” button.

Step 3: After clicking on the “Update Status” button, a success message will appear at the top of the screen.

Reset Password for a Learner

Resetting a learner's password in the curriculum batch helps them get back into the course. This is useful if they forget their password or need a new one for security.

Carefully follow the instructions below to learn how you can efficiently reset passwords for a learner in your organization’s learning platform.

Step 1: Click on the 3-dot action icon, then select the “Reset Password” option.

Step 2: A new window will open on the screen. Enter your new password, enter the same password again to confirm your password, then click on the “Reset Password” button.

Step 3: After clicking on the “Reset Password” button, a success message will appear on the top of the screen.

Archive a Learner

Archiving a learner in the curriculum batch moves them from the active list. This is helpful when a learner is no longer part of the course, but you still want to keep their information for later.

Carefully follow the instructions below to learn how you can efficiently archive a learner in your organization’s learning platform.

Step 1: Click on the 3-dot action icon, then select the “Archive” option.

Step 2: A new panel will open on the right side of the screen. Change status to Archive, enter a note for it, then click on the “Update Status” button.

Step 3: After clicking on the “Update Status” button, a success message will appear at the top of the screen.

Unarchive a Learner

Unarchiving a learner in the curriculum batch puts them back on the active list. This is helpful when a learner returns to the course and needs access to continue learning.

Carefully follow the instructions below to learn how you can efficiently unarchive a learner in your organization’s learning platform.

Step 1: Click on the 3-dot action icon, then select the “Unarchive” option.

Step 2: A new window will open on the screen. Click on the “Yes, Unarchive Learner” button to unarchive the learner.

Step 3: After clicking on the “Yes, Unarchive Learner” button, a success message will appear at the top of the screen.

Open an Individual Learner’s Details

Viewing learners' details in the learning platform lets you see important information about each learner, like their progress, contact details, and course status. This helps you track their performance, offer support when needed, and follow their learning progress.

To learn more about how you can add learners in bulk, refer to this doc: How to Open Individual Learners’ Details?