How to Unenroll Users from Multiple Trainings in Bulk

This guide explains how to unenroll users from multiple training sessions at once using the Bulk Upload feature in LCvista. This method allows you to efficiently update multiple records without manually editing each one.

Steps to Unenroll Users in Bulk

  1. Navigate to the Bulk Uploads menu in LCvista.
  2. Click on the Add New button to start a new bulk upload process.
  3. Select Session Records from the dropdown menu.
  4. Download the provided template for the Session Records bulk upload.
  5. Prepare your bulk upload file by filling in the following columns:
  • Program ID
  • Session ID
  • Username
  • Status of "Unenrolled"
  1. Upload the modified template back into the Bulk Uploads section.
  2. Select Update Existing under the type of action to ensure that the system processes the unenrollment for existing users.
  3. Validate the data and preview the changes to confirm everything is correct.
  4. Proceed to final submission to complete the unenrollment process.

Tips:

  • Ensure that all required fields are correctly filled out to avoid processing errors.
  • Double-check the usernames and session details for accuracy before uploading the template.

For more detailed instructions on using the Bulk Upload feature, refer to the LCvista support article on Bulk Uploads: Session Records.

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