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

Introduction

This article explains how to assign unassigned applicants and learners to a trainer in Bud Systems. You’ll learn how to navigate the Caseload menu, view unassigned applicants, and assign them to the appropriate trainer. This process ensures that all learners are managed effectively and receive the necessary support throughout their training.  

This might occur where an applicant stub record was created without a trainer allocated. For example, if someone with a ‘Sales’ user role adds an applicant stub record. A trainer must be assigned in order for the application to continue.

User Roles

  • Operations Managers 

How to: Assign Unassigned Applicants/Learners

*Please be aware that the video may not reflect the platform's current features due to Bud's ongoing progression.

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  • Operations Managers can view all unassigned applicants by navigating to the ‘Caseload’ 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.