Learner Administration
How to Sign Off the Care Certificate
Title: Sign off a learner’s Care Certificate Summary: This article explains how managers can review and sign off each section of a learner’s Care Certificate. Steps: 1. Go to the manager’s dashboard 2. Open the activity reports. 3. Use the course ...
Adding learners to sessions in bulk
Title: Add learners to sessions in bulk Summary: This article explains how system admins can add multiple learners to training sessions at the same time using the import template. Steps: 1. Sign in as a system admin. 2. Go to Settings and select ...
Setting up System Admin
Title: How to request and assign System Admin access Summary: This article explains who can request System Admin access for Click Learning and how to assign the role to others. Steps: The person who created the Click Learning account and pays the ...
Bulk upload user profiles to Click
Title: How to bulk upload learner profiles to Click Learning Summary: This article explains how to upload or amend multiple learner profiles at once using a CSV file. Steps: 1. Sign in to Click Learning and go to the “Learners” tab on the left side ...
Setting up Groups
Title: Set up and manage Groups Summary: This article explains how to create, edit, move and delete Groups in Click Learning. Steps: Before you begin: Create your Group structure before adding Learners or Managers. Remember that a Manager’s access ...
I need to delete someone
Title: Delete a learner profile Summary: This article explains how to safely delete a learner profile from Click Learning. Steps: Save any evidence or certificates you may need from the learner’s profile before making any changes. Decide whether to ...
My staff member has two accounts, how do I merge them?
Title: Managing Duplicate Learner Profiles in Click Learning Purpose: To explain how to manage situations where a learner has more than one profile, and how to decide which profile to keep active. Scope: This process applies to managers and ...
How do I deactivate learners?
Title: Deactivating a Learner Profile in Click Learning Purpose: To explain how to deactivate a learner profile so the learner cannot sign in, without deleting their account. Scope: This process applies to managers and administrators responsible for ...
I need to remove a course from a learner
Title: Removing a Course from a Learner in Click Learning Purpose: To explain how to remove a course from a learner’s activity record in Click Learning when the user has manager access. Scope: This process applies to all staff with manager access in ...
I deleted someone by mistake
Title: Add a learner back into Click Learning Summary: This article explains what to do if a learner has been deleted and you need to add them back. Steps: Follow the standard Add Learner process to create the learner again. Use the same email ...
My learners have disappeared
Title: Find a learner who seems to be missing Summary: This article helps you find a learner who does not appear in your list in Click Learning. Steps: Check your filters. Go to your learner list and look to see if any filters are set (for example, ...