Managing Multiple Trainees in Multiple Courses (Taking Bulk Actions)

Bulk Actions allow you to manage multiple trainees across multiple courses at the same time, saving time when performing common administrative tasks.

You can use Bulk Actions to:

• Invite trainees to courses
• Reset course progress
• Drop trainees from courses
• Send reminder emails
• Archive users
• Update Custom Fields
• Add users to Groups

Use Bulk Actions

1. From the left navigation menu, click Users.

2. Select the users you want to manage by checking the box next to each user, or use the checkbox at the top of the grid to select all displayed users.

   Click Invite or Manage, depending on the action you want to perform.

   • Select Invite to assign courses.

   • Select Manage to perform administrative actions such as resetting, dropping, reminding, updating Custom Fields, archiving users, or managing Groups.

     

3. If you selected Manage, open the Courses tab.
4. Select the courses you want to update.
5. Click Take Actions.
6. Choose the desired action and confirm your changes.

The selected action is applied to all eligible users.

Common Bulk Actions

Depending on the tab you are working from, Bulk Actions may include:

• Invite
• Reset
• Drop
• Remind
• Archive
• Update Custom Fields
• Add or remove Groups