Unenrol users from training plans

How to unenrol users from training plans

Consider the consequences of unenrolling a user from a training plan before you proceed: 

  1. Requirements will no longer be scheduled for this user.
  2. All of this user’s compliance records for this plan will be permanently deleted, but all their associated learning records will remain intact.
  3. This user will be removed from all reports for this plan.

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How to unenrol users from training plans

Watch this video or follow the steps below to unenrol users from training plans.

Steps

  1. Locate the training plan either by searching for it in the top search bar, or by following steps a to d:
    1. Go to Learning in the top navigation bar of the manager portal.
    2. From the left sidebar menu, go to Plan, then select the Training Plans menu item.
    3. Locate the training plan you would like to unenrol users from, and click on either the title of the plan or the View Training Plan button in the Actions column. 
      1. Note: When locating the training plan, check through both the draft and active tabs of the training plan homepage.
  2. Go to the Planner table of the training plan, then click on the User tab. 
  3. Next, locate and hover over the row of the user you would like to unenrol, then click the drop-down menu and click Unenrol.
  4. Click Unenrol to confirm the selection.



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