How can I search Learners and complete bulk actions?

Searching/Filtering/Exporting Learners

To search for a learner, open the administrative dashboard and then select the Learners side tab. Simply enter entire or partial first name, last name, or email in the search bar to look up your Learner. 

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You can sort learners by first name, last name, and email using up/down arrows in those columns.  

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There are several columns that give more details about a learner, such as how many Learning Paths they have assigned and if they have courses that are past the designated due date.

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Click on the Filters icon to slide out a filter panel on the righthand side of the screen. You can use those filters, then click APPLY to further hone in on specific sets of learners. 

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There is an option to export learners. By selecting Export, all learners will be exported to a spreadsheet document.

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Bulk Learner Actions

By selecting the checkbox next to the name of a learner, several options will appear. These Bulk Actions allow for Administrators to select multiple learners and apply the same action to all those learners at once. You can search then select a specific learner and enter a new search field to select another learner without having to reload the page. 

The number of selected learners will be displayed in the bulk action section for reference. 

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Assign Content - used to assign specific content to selected learner(s).

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Activate - marks the selected learner(s) as active

Inactivate - inactivate/disables all selected learner account(s). Learners marked inactive would not be able to log in using their credentials and access content.

Confirm - activates the learner(s) without having learners go through the email confirmation process

Email - sends messages to selected learner(s) directly. These emails are freeform, they do not have to adhere to a template like with site messaging and notifications. 

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Note: Final look of UI may be slightly different