In this article, we describe how to view and filter a list of Flow365 learners, how to enroll Flow365 learners in and unenroll them from training, and how to view learners' history in the audit trail report.
Overview of the Learn365 Admin Center > All catalogs > Users page
Required role: LMS admin.
The Learn365 Admin Center > All catalogs > Users page shows a list of Flow365 learners. There are different ways to filter data on this page:
- Use the Search field on the menu bar. Here, you can search for any of the information that's displayed in the columns, for example, a learner’s name or a job title.
- Select the column name to sort the data in alphabetical (ascending A-Z or descending Z-A) or numerical (ascending or descending) order.
- Each column has its filter with selection options. Select the filter icon to see these options. For example, when selecting the filter icon next to the Status column, you can filter the learners by the statuses of their invitations: Select all, Accepted (meaning a learner accepted the invitation and activated their account), or Invite sent (meaning an invitation has been sent, but a learner hasn’t accepted it yet).
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You can apply multiple filters at the same time. For example, you can filter learners who accepted the invitation and who belong to a particular department.
- In every column apart from the Status column, you can filter the list by empty values, for example, No display name or No email address. You can see the empty values at the bottom of the list after selecting the filter icon next to the relevant column.
Enroll Flow365 learners in training
Required roles: catalog admin. Course admins can enroll and manage learners of the course after the course has been created and after they've been assigned the course admin role.
After a Flow365 learner accepts the invitation and activates their account, it’s possible to:
- Enroll them in training. For more information about enrolling learners in training, see this article. When enrolled, a learner receives an email notification and this contains a link to the training.
- Add them as visitors to training with the Training Audience Targeting option.
NOTE
- You can enroll a Flow365 user as a learner but you can’t enroll them as an admin.
- Flow365 learners might not be able to see some files, images, and videos from existing training. If this happens, we recommend you either create new training or copy existing ones and upload these files again:
- Any documents, videos, or images uploaded to training via the learning module editor.
- Any documents, videos, or images uploaded to the descriptions of learning modules or training.
There are different ways to unenroll learners from individual courses and training plans. For more information, see this article.
Unenroll a Flow365 learner from all training
Required role: LMS admin.
To unenroll a Flow365 learner from all training they’re currently enrolled in:
1. Navigate to the Global Settings > Subscription Information.
2. Open the User Administration tab.
3. In the Unenroll section, select a Flow365 learner.
4. Select Unenroll. The learner is unenrolled from all training they were previously enrolled in.
Manage Flow365 learners
Required role: catalog admin.
In the Learn365 Admin Center > select a catalog > Users, you can:
- Add Flow365 learners to, or remove them from, the list of users in the catalog.
- Enroll Flow365 learners in, and unenroll them from, training.
- View Flow365 learners' progress and transcripts.
For more information about managing users in a course catalog, see this article.
View Flow365 learners' history in the audit trail report
Required role: LMS admin.
On the Audit Trail page, you can view the history of actions and events related to a Flow365 learner. To filter the report for actions initiated by a particular learner:
1. Navigate to the Global Settings > Audit Trail.
2. Select Filters.
3. In the User field, enter the name of a learner.
4. Select Apply.
For more information about the audit trail report, see this article.
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