Learner Management - Selecting Learners

When using the Accord LMS, hovering over information icons displays helpful tips.

Introduction

This article will describe the purpose and process of selecting Learners.

Purpose of Selecting Learners

Most typically an LMS Admin will be selecting Learners for the purposes of performing various LMS actions, such as adding enrollment or dropping enrollment. There may also be occasions when an administrator desires to verify whether or not a Learner has already been added into the LMS system.

Process to Select Learners

• Login using LMS Admin credentials.

• Ensure the proper Current Team is selected (selection menu located lower-left of screen.

• From the left-hand menu, expand the Advanced tab to see it's sub-tabs.

• Click on the Actions tab.

The Actions page will display as below.

• To search for any users from amongst your entire larger Team, check box for All Team Members.

• Alternatively you may search for Learners from within specific Learning Roles. 

To use this method leave the checkbox for All Team Members unchecked and select individual Learning Roles by clicking on their adjacent boxes. 

Expand arrows next to any parent Roles to search for and select any sub-Roles.

• Expand the Learners search section by clicking Show Search.

• After determining your desired search criteria click Search for Learners.

After clicking Search for Learners, any Learners meeting your search criteria will display within the results field located near the bottom of the panel.

You can use the provided checkbox to Select/Unselect any and all Learners which display within this field, or you may choose to select individual Learners by clicking their adjacent boxes.

Deleted Learners

 You can also use the Search feature to locate and process any deleted Learners by selecting the radio button next to Deleted when using the Search option.* 

*This feature is only available while logged-in with Host-Account credentials.

Select Action

Once you've selected the checkboxes of any Learners located through this search process, you can use the dropdown menu next to Select Action to prompt further LMS action; such as adding or dropping enrollment for any learning content selected from the Learning Catalog.

• If desiring to perform your chosen LMS action, click Submit.

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