Overview
Learner records in Enrol Onboarding can be updated at any time by Admins or Users. This includes editing personal details, updating employer information, and reviewing programme information. Editing ensures accuracy throughout the onboarding journey.
User Roles
This feature can be used by the following user roles:
- Admin
- User
Steps
How to Edit a Learner
- Click Learners from the left-hand navigation menu.
- Click the three dots next to the learner you want to edit.
- Select Edit.
Edit Options
Edit Learner Information
This option allows you to update the learner’s personal details.
Edit Employer Information
This option allows you to amend:
- The employer
- The key employer contact
Edit Programme Information
Available options vary depending on whether RPL is being used:
- If RPL is enabled: More programme fields will be editable.
- If RPL is not enabled: Only the start date and end date can be edited.
Tips & Notes
- Ensure all updates are accurate, as programme and employer information may affect onboarding workflow steps.
- If a learner’s employer is incorrect, ensure the employer exists or import/create the correct employer before editing.
- Users can only edit learner records where they have appropriate permissions.
Terminology
Please note the terminology used in this article may differ depending on your Centre.
Related Articles
- Create a Learner within Enrol Onboarding
- Withdraw a Learner on Enrol Onboarding
- View Learners within Enrol Onboarding
- Import a User within Enrol Onboarding
Need Help?
If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.