How to Batch Edit Apprentice Information

Instead of editing apprentice data individually, you can save time with our Batch Edit tool that allows you to edit identical data for multiple apprentices simultaneously.

 

Step 1. Navigate to the Apprentices - Overview (or Participants-Apprentices depending on your user type) tab and select the apprentices that you would like to edit by clicking the box to the left of their name. 

Once you have selected the apprentices, the ACTIONS button at the top of the list will turn blue.

Step 2. Click the ACTIONS tab and select BATCH EDIT from the dropdown menu.

Note:  The ACTIONS drop down might vary depending on your user type but all always include Batch Edit.

Step 3. Select the data field you'd like to edit. by clicking the arrow key in the "Field" box and clicking the field, and hit Continue.

Note: You can only edit one data field at a time, and all the selected apprentices will need to be given the same value for that field.  

Step 4. Enter the value you'd like to appear in the Apprentices' records and click SUBMIT. 

Note: The value you enter will appear in the profile details records for all the apprentices you initially selected on the overview list of apprentices,

Step 5. To confirm the entry, if you like, click into any individual apprentice's record, and review the data under their GENERAL tab.  

Note:  If you've made an error, you can always edit the apprentice's individual record by clicking the edit/pencil icon in the top, right corner of their General Profile Details tab.