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

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

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

1

Select Learners

1. Navigate to LRM > Learners
2. (Recommended) use the Search Bar or add filters to refine the list of Learners
   • Learn more: How to Search for a Learner
3. Select Learners by:
   • Clicking on the checkbox next to the name, OR
   • Clicking Select > All on page, OR
   • Clicking Select > All Records (if a filter is applied)

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

2a

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 (true or false)
   • Learner App Access Enabled (true or false)
   • Sync to Xero (true or false)
3. Click Save.

2b

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 Learner Logbook page.

2c

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 Learner Logbook page.

Next Step

How To Link Learner to Workplace  (Optional)

Enrol Learner