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Creating a learner

  User Roles

This feature can be used by the following user roles:

  • Provider Admin
  • Financial Admin
  • Assessor


Using a Programme Template Manually assigning Programme Aims

Programme Templates can be created to group multiple learning aims within a programme, to avoid having to manually assign the same aims when creating learners.

To use a Programme Template when creating learners, follow the steps below:

  1. Click Learners from left hand navigation bar
  2. Click New learner 
  3. Enter Learner details
  4. Click Continue 
  5. Click Select programme from template
  6. Select Programme template
  7. Enter the start and planned end dates
  8. Click Continue
  9. Deselect any aims that are not required 
  10. Click Create 

You'll now need to complete all mandatory fields on the Learner, Learning Delivery and Destination and progression tabs.

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