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How to Set a Learner as Inactive

An Active Learner is where the ‘Is Active’ status is ‘Yes’.

A Learner must be Active in order to allow activity. Therefore, by default, when a Learner is added to Wisenet, they will be deemed Active. You can see all Active Learners on the Dashboard in LRM. You can later mark a Learner Inactive as required. This can be done at any time based on your policies once you have finished with the Learner.

Reasons to change Learner to Inactive include:

  • You have per Active Learner pricing with Wisenet
  • You are an Enterprise Training Organisation or L&D Department and have ex-staff
  • International College where a Learner has been deported
  • Learners that you have dismissed over a grievance or other reasons
  • Deceased Learners

1

How to set a Learner as Inactive
  1. Navigate to the relevant Learner’s Profile page
  2. Change the Toggle Bar from Active to Inactive for the individual Learner

Click image to enlarge

How to Auto set a Learner as Inactive

Use Learncycles to automatically set the Learner Status to Inactive for specific enrolment status values

  1. Go to relevant Course Offer
  2. On the Left Navigation Bar select Learncycles
  3. Click Add New Learncycle

We recommend:

When: Course Enrolment Status Reason Changes

To : (select appropriate dropdown. You may need to add a new value. Navigate to: Settings> dropdown> Enrolment Status Reason)

Then: Update System

Update this field: Client: Client Status

To this value: False 

Save

 

Learn More? Learncycles 

Click image to enlarge

2

After you have set the Learner to Inactive you will see this notification on their page.

When the Learner is Inactive you will not be able to complete edit actions on the Learner or any linked record. You will only be able to view information relating to this Learner.

  • You can still download documents and credentials
  • You can view the records in reports and exports
  • If however you need to edit anything on the Learner you will need to set the Learner back to Active

Learn More? Active Learners and Metering

3 (Optional)

  Too many learners to change their status? Log a support ticket and as a once off we can change these in bulk.

Note:

For some scenarios it is useful to add a note to Special Requirements and tick the Privacy Flag for greater transparency.

You should ensure that you have correctly unenrolled the Learner and removed their access.

If you would like to transition to Unlimited User Access inquire about our Per Learner Pricing today by contacting us via support or phone.

Learn More? Active Learners and Metering

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