Change a Learner's Programme or Workflow in Enrol Onboarding

Overview

Admins can now change a learner's Programme or Workflow, making it easier to keep learner data accurate when a learner's circumstances or route change. As part of the change, employer and learner forms can be copied across automatically, so the same information doesn't need to be re-entered.

User Roles

This feature can be used by:

• Admin

Steps to Change a Learner's Programme or Workflow

1. Click Learners in the left-hand navigation menu.
2. Click the three dots next to the learner you want to change.
3. Select Edit.
4. Click the three dots on the right-hand side.
5. Select whether you want to assign a new workflow, or add or change a programme.

Tips & Notes

• Employer and learner forms can be copied automatically as part of a programme transfer or change of workflow, so the same information doesn't need to be re-entered.
• Forms are only copied when they are identical across both workflows. If the form requirements have changed, the new forms will need to be completed.
• When you move a learner to a new programme or workflow, you can now bring across the Skills Forward / BKSB step and introduction steps they’ve already done. The learner doesn’t have to repeat assessments or introduction.
• Only steps that are Completed or In progress are listed. Steps that haven’t been started aren’t offered.
• An introduction step can only be copied if the new programme has an introduction step with the same name. If there’s no match, the step isn’t offered.
• Original steps aren’t changed. They stay as they are on the previous programme, because steps are copied rather than moved

Terminology

The terminology used in this article may differ depending on your Centre's configuration.

Related Articles

• Create a Learner within Enrol Onboarding
• Create a Programme within Enrol Onboarding
• Create a workflow within Enrol Onboarding
• Withdraw a Learner on Enrol Onboarding

Need Help?

If you need assistance, please contact Onefile Support or your internal support team.