Introduction
Use this section to change a user’s status in regards to a specific LearnTrack. For example, someone currently on a waiting list may be placed in a LearnTrack. Someone awaiting manager approval may be granted permission to take a LearnTrack. The status on a user’s bundle will change according to the modifications made here. For example, a Pending status may change to Registered and a Launch button may appear (online learning activity).
Note: To be able to change a user's registration status and send notifications to them about the change, you need to make sure that security setting 508: Status Change is enabled. This displays the check boxes on the User Listing pop-up window and the message text box. If not enabled, you will only be able to view those students based on status.
Note: Changing a user’s status will not credit their order. The manager or administrator will need to credit the order manually through the Order Management screen.
Procedure
1. From the Registration menu, select Bundle Management.
The following screen is displayed:
Registration – Bundle Management – Search
2. Use the drop-down lists and fields to filter the bundles returned in your results.
Note: The Curriculum Group drop-down list is displayed when security setting 524: Search – Curriculum Group is enabled.
Note: The Display Inactive Courses check box is displayed when security setting 545: Bundle Management - Show Inactive Status is enabled.
3. Click Search.
Your search results are displayed at the bottom of the screen:
Registration - Bundle Management - Search Results
The first section of the screen displays information about the selected session. The following columns of information are displayed:
· Title: Displays the title of the LearnTrack.
· Description: Displays the description of the LearnTrack.
· Date Effective: Indicates the effective date of the LearnTrack.
· Date Expired: Displays the date when the LearnTrack expires.
Note: You can change the date display of the Date Effective and Date Expired columns through a global setting. Contact your LearnFlex representative for details.
4. You can perform the following operations from this screen:
· Click the Info button to display a pop-up window containing details about the selected LearnTrack.
· Click the Title link (first column) of the LearnTrack that you want to view and modify.
The following screen is displayed:
Bundle Student List
The first section displays information about the selected LearnTrack.
The second section (the table) indicates the number of people within each LearnTrack status.
5. You can perform the following operations from this screen:
· Click the Title link (in first section of screen) to display a pop-up window containing details about the selected LearnTrack.
· For any LearnTrack status that has a button (indicates that there are users with that status), click that button to modify the registration status of one or more users. An example of the screen is shown below:
Registration - Bundle Management - Change Student Status
The first section of the screen displays information about the selected bundle. In the second section, the following columns of information are displayed:
· User ID: Displays the ID of the user registered in the LearnTrack.
· Completion Date: Displays the month, day, and year when the user registered for the bundle.
· Full Name: Displays the last name of the user who is registered in the LearnTrack.
· Phone Number: Displays the user's work telephone number.
· Company Name: Displays the name of the company where the user works.
6. You can perform the following operations from this screen:
· Click the Print Certificate link for any user to print the certificate associated with the selected LearnTrack.
· Check the boxes of those users whose status you want to change.
Hint: Checking the User ID box will select all users on the page in one step.
· In the Bundle Registration Message section, select the option button of the status you want to give to the selected users. Changing the status here actually changes the status list the user will be on. For example, a user on a wait list can be moved into a bundle. The text for the selected option will be placed in the next box which will be sent to the user.
· In the Mail Message section, enter or update the text regarding the status change if needed. The message will be available in the user’s Message Centre. Special characters, such as apostrophes, are allowed.
· Check the Send Notification Message box if needed.
· Select Change Status when you have finished making your changes.
· Click Show Printable Version to display a pop-up window of the users who are enrolled in the LearnTrack. You can print this screen to use as a class sign-in sheet.
· Click Close to exit the window. Note: Your changes will not be sent if you click Close without clicking Change Status.