Navigating delegate profiles

Modified on Thu, 28 Mar at 12:26 PM

• 1. Go to Centre dashboard (in Tracking System application)

  
  

  2. Select Delegates

  
  

  
  

  To Export a list of delegate registrations

  
  

  3.  Filter by Programme of Study / Course and select the appropriate proficiency

  
  

  4. Select Export

  
  

  To search for a specific delegate 

  
  

  5. Search For the delegate

  
  

  
  

  The All delegates list is filtered by default to show only active delegates. You can search by delegate Name, Email address or delegate ID. If you have set up additional question prompts you can also search for delegates within these, using the Filter by drop-down.

  
  

  
  

  6. Select Expand to view the delegate registration card

  

  
  

  
  

  7. Select Manage delegate

  

  
  

  
  

  • The delegate card has tags to show their status, for example this delegate: is Active, has a Password set and they Self-registered to the system. If this delegate has been promoted to an admin role this would be indicated by a tag
  • The delegates registration details are displayed, including PRN 
  • A Send welcome email button is available on the card
  • Centre Managers and Administrators can Edit details of the delegate registration, Set password (should a delegate forget their password) and Deactivate account to make a delegates account inactive
  • The Courses a delegate is enrolled to are listed

  
  

  
  

  

  
  

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  Articles in this folder -

  1. Navigating delegate profiles
  2. Editing delegate details
  3. Setting passwords
  4. Deactivating and reactivating delegate accounts

  You may like to read -

  1. Platform responsibilities overview
  2. Deactivating and reactivating delegate accounts
  3. Promoting a delegate who does not have an existing admin role within the platform
  4. Updating a delegate admin role

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