Database

Please note that this page is only available to clients who deliver courses to learners via email or SMS.

The database tab on the Learners page allows users to view and manage all learners in your account on the GoodCourse platform.

Viewing the list of learners

The Database tab displays a list of all learners, along with the following information:

• Full name

• Description: The description of the learner

• Tags: All the tags associated with the specific learner

• Groups: All the groups the learner belongs to

• Status: Whether the learner is scheduled to start a course, currently enrolled, or available for enrolment (see Enrolling Learners for more)

Filtering learners

You can filter learners by the following criteria:

• Last name

• Description

• Tag

• Status

• Group

To filter learners, simply enter the desired filter criterion in the relevant input field or select from the dropdown menu of options.

Interactive walkthrough – managing a learner record

Scroll down for the written and static image version of the help guide.

To manage a learner's record, click on the Manage button. This opens a popup, where you can edit the learner's details:

On this popup, you can edit a learner's:

• Personal information: first name, last name, email address, phone number, and description

• Groups: check / uncheck to add / remove them from an existing learner group, and updating the groups they belong to

• Tags: check / uncheck to add / remove a particular tag (see below for how to manage tags)

You can also delete a learner. Deleted learners can be restored for up to 30 days, before they're deleted permanently. To restore, first filter the database by status = deleted, and then select your learner to restore.

Manage learner popup

Other actions

The other actions you can perform other options on this page are:

1. Managing tags

2. Downloading the CSV template for a new upload of learners

3. Downloading your list of learners as a CSV file

Interactive walkthrough – managing tags

Scroll down for the written and static image version of the help guide.

Tags are used to label learners by particular characteristics (such as department, location, level, gender etc.). These are then used when grouping learners to enrol on a course, and for slicing up analytical data.

To manage tags, click on the Actions button and then Manage tags. This will open a popup where you can view all of the tags that have been uploaded for your company.

To add a new tag, type into the input field and click Add.

Deleting a tag removes it from all learners and cannot be undone. Proceed with caution.

To delete a tag, click on the x icon next to it and confirm by clicking the Delete button at the end of the page. If you delete a tag below, it'll be removed from all associated learners - so be careful.

Downloading Learner Records

To download learner records as CSV, click on the Actions button and then Download as CSV. This will download a CSV file to your computer containing the records of all learners associated with your company.