Introducing Learners

A Learner is the person who is completing training. They enrol into Course Offers and Unit Offers where progression is tracked.

Types of Learners

  • Different details are required to be collected depending on the type of Learner
  • Usually the type of Learner depends on the type of Enrolment:
    • Funding Type, International vs Local

Discover more about the Learner Lifecycle

Summary of Learner Field

Australian Learner Profile

New Zealand Learner Profile

Set Up

Add/Search for a Learner

Learners can be added manually, via CRM Integration,  via Sales+ or custom API Integration.

How to Add or Edit a Learner

How to Search for a Learner

Link Learner to a Workplace (Optional)

Track the relationships that Learners have with industry through Workplace positions. This can also be completed after the Enrolment.

Link a Learner to a Workplace 

Enrolment Management

This stage starts when enrolling a Learner into a Course Offer.

Their entire Enrolment progression management is tracked in through Enrolment

More Options

While some of these options can be completed prior to Enrolment, many of them would be started once the Learner confirms their Enrolment.

Finalise or Merge Records

Prior to finalising a Learner record, the enrolment should first be finalised.

Finalise an Enrolment

Merge duplicate Learner records