How to Move an Apprentice to a New Occupation and Transfer Progress

Learn how to transfer an apprentice's progress to a new occupation.

 

1. Export existing OJT & RTI hours via the Batch dropdown on the apprentice's Profile Details page.

 

 

2. Navigate to the apprentice's profile and click the pencil icon to edit the user. 

 

 

 

3. Click on the apprentice's occupation to change it.

 

 

4. Select the second method, then select a new occupation from the Occupation dropdown. 

 

 

5. When you are ready to upload the data, download the "Import" CSV Template under Batch. Enter the downloaded data (from step 1) into the blank "Import" CSV Template for the desired dates. Finally, upload that "Import" CSV Template to either OJT or RTI via the Import option. 

 

 

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