There are four bulk actions that can be performed for Learners from the Learner Search page:

1. Edit Applications
2. Edit Learners
3. Bulk Send Email
4. Bulk Send SMS

NOTE: Bulk Actions can also be performed on Learners, Course Enrolments, and Elearning Enrolments.

1

Select Applications

1. Navigate to LRM > Learners
2. On the Left Navigation Bar, click Applications
3. (Recommended) use the Search Bar or add filters to refine the list of Applications
   • Learn More: How to Search for a Sales Application
4. Select Applications by:
   • Clicking on the checkbox next to the First Name, OR
   • Clicking Select > All on page next to the Search Bar

NOTE: We recommend selecting a maximum of 200 Applications at a time.

2a

Edit Applications

1. Click Action > Edit Application(s)
   • This will open a pull-out drawer.
2. Select one or more fields to update:
   • Application Status
   • Application Status Reason
3. Click Save.

2b

Edit Learners

1. Click Action > Edit Learner(s)
   • This will open a pull-out drawer.
2. Select one or more fields to update:
   • Is Active
   • Learner App Access Enabled
   • Learner App Expiry Date
   • Sync to Xero
3. Click Save.

2c

Bulk Send Email

1. Click Action > Bulk Send Email
   • This will open a pull-out drawer.
2. Select the email address(es) to send to.
3. Select the Reply to email address.
4. Write the Subject and Body of the email.
5. (Optional) add attachments.
6. Click Save.
7. Click Yes on the confirmation box.
8. The email is now sent.

NOTE: To view the sent email, navigate to the Applications Logbook page.

2d

Bulk Send SMS

1. Click Action > Bulk Send SMS
   • This will open a pull-out drawer.
2. Enter a Purpose
   • This will not be seen by the recipient.
3. Type the message
4. Click Save

NOTE: To view the sent SMS, navigate to the Application Logbook page.

Related Article: Sales Applications