Admin - How to upload profiling students via +Training Plan

1. Go to the '+Training Plan' Extension

2. Click on 'Upload' in the Upload User Excel File - 

3. Choose file (populated ‘Profiling student only’ xls) & upload

• The fields in this file are the required fields for setting up a student account
  
• All fields except phone numbers are required fields
  
  

4. Work through steps 1-4 -

• Step 1: no additional fields to complete -
  

• Step 2: select one additional field - see highlighted field -

• Step 3: Check existing suggested employers -
  • Choose from an existing employer or Add a new employer
    

• Step 4: Create Accounts -
   
  • Select Qual Template as required
  • Link an existing supervisor (existing supervisors for that employer will be displayed) OR
  • Create a new supervisor (can also be done via usual add user page from control panel)
  • Click ‘Create Accounts
    
    

•  Step 5. Page reloads and if required you can link to the appropriate trainer now
  • SAVE any changes
    
  • Close by navigating away from this page