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Learner Lifecycle: Completion

Completions can expand to not only include successful completions but also withdrawals, cancellations or transitions.

This stage takes the Learner from completing Progression of their current Course Enrolment through to potentially a new Course Enrolment.

The Completion stage is not simply when a Learner finishes a Course but includes certification and explains options on what you can do with a completed record within Wisenet. This allows you to wrap up any loose ends and potentially mark the record for future marketing.

The section at the bottom of the page gives you ideas as to what you might need to be completed at each stage and what feature of Wisenet can achieve this.

1. Course Enrolment Ends

Depending on the completion type (completion, withdrawal or cancellation) there are different processes and tasks that are required to finalise the enrolment.

Some of these include:

  • update enrolment details
  • check/update fields
  • generate reports

How to Finalise a Learner

At any stage of the Learner Lifecycle you will have certain administrative tasks to perform, emails to send, documents to sign, records to update. These can be recorded, triggered and sent from Wisenet. The features below gives you ideas and examples of key stages to consider and perform at the Course Enrolment Ends stage and where to go to learn more.

Changing the Enrolment Status and Status Reason is critical to knowing what stage the Learner is at, what needs to be completed and to potentially trigger Learncycles.

  1. Set Enrolment Status to either Withdrawn, Cancelled, Completed
  2. Set Status Reason to Survey required
  1. Action any administrative task
  2. Update fields
  3. Generate key reports

Learn more about:TasksReportsCourse Fields

Learncycles allow you to utilise Enrolment Status and Status Reason to automatically trigger these Tasks and Messages.

Learn more about Learncycles

2. Survey

Learners need to complete a survey that corresponds with the appropriate guidelines on completion of their Course.

This can be achieved through using free integration with Survey Monkey.

How to use Surveys 

The features below gives you ideas and examples of key stages to consider and performed at the Survey stage and where to go to learn more.

  1. Set Enrolment Status to Completed
  2. Set Status Reason to Survey sent
  1. Email survey link

Learn more about:TasksReportsCourse Fields

  1. Send Survey link

Learn more about Messages

Learncycles allow you to utilise Enrolment Status and Status Reason to automatically trigger these Tasks and Messages.

Learn more about Learncycles

3. Certify

After all details have been updated the Learner will require a Credential. These are issued by the organisation.

How to issue a Credential

The features below gives you ideas and examples of the key stages to consider and perform at the Certify stage and where to go to learn more.

  1. Set Enrolment Status to Completed
  2. Set Status Reason to Credential issued
  1. Tick Qual Issues
  2. Update any remaining Fields
  3. Check that you have all reportable data

Learn more about: TasksReportsCourse Fields

  1.  Generate and Issue Credential

Learn more about uReport

Learncycles allow you to utilise Enrolment Status and Status Reason to automatically trigger these Tasks and Messages.

Learn more about Learncycles

Depending on your processes you can always pause on issuing a credential until the survey has been completed.

4. Disable

Mark Learner as Inactive and Disable their Learner App

When the Learner has completed and all administration tasks have been completed their record can be set to inactive and you can disabled their Learner App.

This includes:

The features below give you ideas and examples key stages to consider and performe at the Disable stage and where to go to learn more.

  1. Set Enrolment Status to Completed
  2. Set Status Reason to Inactive
  1. Set Learner to Inactive

Learn more about: TasksReportsCourse Fields

  1. Send Farewell email

Learn more about Messages

Learncycles allow you to utilise Enrolment Status and Status Reason to automatically trigger these Tasks and Messages.

Learn more about Learncycles

Completion Finalise

The third stage of the Learner Lifecycle has been completed.

Next Stage

The Fourth Stage is Reconnect

Learner Lifecycle

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