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
Set Up
Add/Search for a Learner
Learners can be added manually, via CRM Integration, via Sales+ or custom API Integration.
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.
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.