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Managing learners after a campaign has been launched

Managing learners after a campaign has been launched

When creating a campaign, learners are assigned by the values mapped to the Title and Department data provided via a .csv upload or mapped attributes in the LDAP Directory.

After launching a campaign, administrators may be required to add new users or remove existing users assigned to a campaign. They may also want to see more detail about which users have not yet started, have partially completed, have fully completed, or are overdue on their training assignments.

You can use the Manage Learners page to achieve these goals and export current user statistics without having to configure and run a report.

To access the Manage Learners Console:
  1. Go to Campaigns from the Navigation Menu.

  2. Select either <Number> Learners or the three dots on the right hand side of the campaign entry.

    The Manage Learners page will open.

From this page, administrators can:

  • Sort users by selecting one or more of the sort buttons at the top. Clicking more than once toggles the selection on and off.

  • Export the user list from the sorted users by clicking Generate CSV.

  • Enroll new users into the campaign after it has been launched.

  • Remove users from the campaign by selecting Action.

  • Search for learners enrolled in the campaign by department, name, email, or title.

  • Sort Learner information by selecting the sort buttons in the column headers.

Managing learners after a campaign has been launched

When creating a campaign, learners are assigned by the values mapped to the Title and Department data provided via a .csv upload or mapped attributes in the LDAP Directory.

After launching a campaign, administrators may be required to add new users or remove existing users assigned to a campaign. They may also want to see more detail about which users have not yet started, have partially completed, have fully completed, or are overdue on their training assignments.

You can use the Manage Learners page to achieve these goals and export current user statistics without having to configure and run a report.

To access the Manage Learners Console:
  1. Go to Campaigns from the Navigation Menu.

  2. Select either <Number> Learners or the three dots on the right hand side of the campaign entry.

    The Manage Learners page will open.

From this page, administrators can:

  • Sort users by selecting one or more of the sort buttons at the top. Clicking more than once toggles the selection on and off.

  • Export the user list from the sorted users by clicking Generate CSV.

  • Enroll new users into the campaign after it has been launched.

  • Remove users from the campaign by selecting Action.

  • Search for learners enrolled in the campaign by department, name, email, or title.

  • Sort Learner information by selecting the sort buttons in the column headers.