How do I find a learner to add to a live training?

Document created by Bridge Doc Team Employee on Oct 27, 2016Last modified by Bridge Doc Team Employee on Sep 22, 2017
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Once an admin has added learners to your account, you can find learners to add to your live training. If adding learners via CSV file, the CSV should contain only learners you want to add to the specified live training.

Notes:

  • Some features may be restricted based on permissions for your user role.
  • Adding learners to your live training immediately sends a training invitation email to all learners.

Open Live Trainings

Open Live Training

In the Training menu [1], click the Live Trainings link [2].

Open Live Training

Open Live Training Course

On the live trainings page, click the name of a training.

Open Learners

Open Learners

On the live training details page, click the Learners tab.

Add Learner

Add Learner

Click the Add Learner button [1]. To add multiple learners via CSV file, click the Add via CSV link [2].

Note: Adding learners to your live training immediately sends a training invitation email to all learners.

Find Learner

Find Learner

In the text field, enter the name of a learner in your account. Click the name when it appears.

View Learner

View Learner

View the learner in your training.

Remove Learner

Remove Learner

Learners can be removed as long as the learner has not completed the training. To remove a learner, locate the learner and click the Remove icon. Learn how to remove multiple learners via CSV file. You can also remove learners from individual sessions.

Note: If a learner cannot be removed, the learner was added to your live training through a group. The only way to remove the learner is to edit the learner's group or remove the entire group from the live training. See the Groups tab to identify the user's group.

Confirm Removal

Confirm Removal

To confirm, click the Remove link.

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