Overview
Learning Center: Learner Bulk Actions
In this guide, we will walk you through the various bulk actions available to administrators to use with their available list of learners.
1. To start, Click "Learners" from the left-hand menu.
2. Then click, Bulk Actions.
3. The bulk actions page has many filters to help you search for learners that meet certain criteria. Click on Advanced filters to see all the filters that are available to you.
Enter all the filter information desired, then Click the "Get Data" button.
4. To select all listed learners, you can check the "Check All" box. Otherwise you can select the learners individually.
Alert! You must select at least two learners in order to use any of the bulk actions options.
Bulk Email
Bulk Email
5. The "Bulk Email" option allows you to send an email to all learners selected.
6. Once you click the Bulk Email button you'll be sent to another page to create the email or use an existing template. If you forget the learners you selected, clicking the View selected learners link at the top of the page will show you a full listing of the learners. You can even export the learner list if desired.
7. To use a pre-created template for your email, click the Template drop-down menu.
8. Once you select a template you can change the Subject line, add an attachment, and edit the template text and graphics if desired. The Update Sample button will show you an example of the edits made to the email.
Bulk Archive
Bulk Archive
9. The Bulk Archive option allows you to archive multiple learners at once. Archiving learners automatically removes the learners ability to log into the platform.
10. Click "Bulk Archive" - this is a single click feature, once the button is clicked the learners are set to Archived.
Bulk Enroll
Bulk Enroll
11. The "Bulk Enroll" button allows you to enroll all selected learners into a course with the same start and end dates.
12. Once you click the Bulk Enroll button a pop-up window will appear. Select the term, course name, (the section will auto-populate), enter Start Date. The End date will auto-set based on the course parameters.
Once all the selections are entered, click the "Enroll" button. This will trigger an auto-email to be sent to the learners telling them about the enrollment with details.
Bulk Affiliation
Bulk Affiliation
13. The "Bulk Affiliation" button allows you to either add or move learners from one affiliation to another.
14. If you check the "Override existing learner affiliations" box the affiliation selected will remove the existing affiliation assignment to the new.
Tip! Changing affiliations does not remove enrollments completed prior to the change.
15. The affiliations available in this view are filtered to only show you affiliations available to the admin performing the task.
Bulk Learning Path
Bulk Learning Path
16. To bulk enrollment into a Learning Path click the "Bulk Learning Path" button. This works similarly to the Bulk Enrollment option.
17. First select the desired available learning path for enrollment.
Set the Start Date
Set the End Date.
Click the Enroll button.
Get Transcripts PDF
Get Transcripts PDF
18. The "Get Transcripts PDF" button allows you to download PDF transcripts for the selected learners.
