Overview:
Individual user profiles have tabs titled Topics, Articles and Pathways. Selecting any of these allows you to perform the functions outlined below, to help you manage a specific user's training.
Each of these tabs will list all the topics (or articles or pathways - depending on your selection) in your portal and allows you to manage the user's enrolments in them, including enrol and unenrol, making them a creator of custom topics, managing due dates and completions, preventing or allowing recertification, or resetting their enrolment.
Filtering Options:
By default, you will see a list of active topics/articles/pathways (depending which tab you are in).
You can use the first drop-down option to show active, draft, active and draft or archived.
You can use the second drop down option to show current enrolments, all enrolments or lapsed.
In conjunction with the drop-down options, you can also use the search box to search by title.
Note: you may need to update the drop-down selections to locate the specific title (e.g if it is in draft, you will need to make sure that the drop-down option to show draft versions is selected).
Available Actions:
You can select individual or multiple knowledge items with the checkboxes on the left hand side of the title. Once you have selected the required items, you can use the 'Bulk Actions' button to perform the required task. You have the following options to perform for training associated with the specific user:
Enrol
Unenrol
Change due date
Set to completed
Change completed date
Change certified date
Reset enrolment
Retake knowledge
Prevent recertification
Allow recertification
Once you have selected the required action, you will be asked to confirm the action. Once confirmed, the enrolment update will be made for the user in the applicable topic/article/pathway(s), accordingly.
Other methods of managing enrolments:
There are also other options for managing enrolments which may be suitable if you are looking to perform bulk actions for multiple users or knowledge at once. For more information, click here.