Caseload Management - How do I assign unassigned Applicants/Learners to a Trainer?

Introduction

Within Bud, it is possible to create an applicant stub record without a trainer allocated. For example, if someone with a ‘Sales’ user role adds an applicant stub record for this applicant to progress, a trainer must be assigned.

User Roles

  • Operations Managers 

How to: Assign Unassigned Applicants/Learners

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  • Operations Managers can view all unassigned applicants by navigating to the ‘Trainers’ menu and clicking on the ‘+Assign Applicants/Learners’ at the top of the page.
  • A pop up will then show any unassigned applicants. These can then be assigned to the relevant trainer by an operations manager. 

 

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