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.
- Operations Managers
How to: Assign Unassigned Applicants/Learners
- 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.