Overview
Admins can directly manage and track each learner’s program status with full visibility and control. Withdraw, reassign, or remove learners as needed- while maintaining complete status histories and audit trails. This feature eliminates the need for manual spreadsheets and provides learners, sponsors, and employers with accurate, transparent program status data at a glance. The result: smoother operations, fewer support requests, and confident reporting.
Learner Status Definitions
Active: The learner is enrolled in their program and has either submitted activities or had evaluations submitted on their behalf by an evaluator.
Assigned: The learner is enrolled in a program but has not submitted any activities and has not been evaluated.
Withdrawn: The program becomes read-only for the learner, preventing new submissions while retaining all historical data.
Removed: The learner is no longer part of the program and cannot access its content. This status is only available for learners who are assigned but have not yet engaged with the program.
Video Walkthrough
Managing Learner Program Assignments from the Program Page
Withdrawing or Removing a Learner
Step 1: Navigate to your program.
Step 2: Under the name of your program, you will see a tab titled Assigned Learners. Select this tab.
Step 3: You will then see a list of the learners assigned to your program. Click the three dots on the far right of the learner who you wish to remove.
Step 4: You can then select Withdraw from Program if a learner has acted upon activities or Remove from Program if they have not acted upon activities. Once you have selected the appropriate option you will be asked to confirm the change.
Reassigning a Learner
Step 1: If a withdrawn learner returns to your program and needs to be reassigned, click the three-dot menu next to their name and select Reassign to Program.
Step 2: You’ll be prompted to confirm the learner’s new start and end dates to resume tracking their progress.
Bulk Management of Learners
Step 1: To withdraw or remove multiple learners at once, check the boxes next to their names,
Step 2: Click Options and select either Withdraw from Program or Remove from Program, as appropriate.
Note: Bulk actions are only available when all selected learners share the same status - Assigned for removals or Active for withdrawals.
You can also use this method to reassign multiple withdrawn learners to a program. When doing so, you’ll be prompted to enter a new start and end date. Note: We recommend bulk reassignments only when all learners share the same program start and end dates to ensure accurate tracking.
Managing Learner Program Assignments from the Profile Page
Assignments can also be managed from a learner's profile page directly.
Step 1: From the profile page, select Assigned Programs on the left hand side bar.
Step 2: Click the Options button next to their program.
Step 3: You will then have the option to Reassign, Withdraw, or Remove the learner depending on the circumstances.
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