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Creating a Learner

  User Roles

This feature can be used by the following user roles:

  • Training Provider

To create a Learner, follow the below steps:

  1. Click Learners on left hand navigation bar
  2. Click Add new learner
  3. Add First name, Surname and Email Address
  4. Click Create record
  5. Click Add Details under Learner Details
  6. Add Date of birth, ULN and NI Number 
  7. Click Save Details
  8. Add Home and Mobile number under Contact
  9. Click Save Details
  10. Click Add Details under Home Address
  11. Add address details
  12. Click Save details
  13. Click Add Details under Employer Details 
  14. Click Employer 
  15. Click Add Sector
  16. Click Sector
  17. Click Save details

The account status will now show as completed.

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