How to Add learners/manage learners tasks
The learner management area is intended as a queue of learners where the goal is to get all learners from Not invited status to Profile generated status. It contains a form to add learners with a name and email field or a bulk upload option (see bulk uploading learners to experiences). Here’s a breakdown of the statuses in an Insights Discovery Workshop experience:
- Not invited - Adding new learners has them added under this status, allowing you to curate and finalise a list of learners before you invite in bulk via the action on the dashboard
- Invited - When invites are sent, a learner’s status is switched to Invited and you can set reminders to prompt them to complete their evaluator via the action on the dashboard. These learners can have their invites resent. Invites contain an evaluator link unique to the learner, they cannot be shared with or forwarded to other users
- Evaluator complete - Once a learner completes their evaluator, they are switched to this status and their profile is now purchasable via the Manage profiles task
- Profile generated - When a learner’s profile is purchased and generated, they are moved to this status and their profile is now available to download and share
