Moving learners into and out of departments

This page covers how to add learners to departments in Catalyst and remove them. See also: Creating and editing departments.

Instructions

1. Log in to Catalyst.
2. Click Admin view (top right).
3. Select the Organization you will be working in today.
   
   
   
   
4. Select Departments from the menu on the left.
   
   

Adding learners to departments: option #1

1. If you have learners not assigned to a department, you will see a message alerting you to that on the Departments page.
   
   
   
   
2. Click Assign.
   
   
   
   
3. Start typing the name of the department you would like to add the learner(s) to.
   
   
   
   
4. Select the department you're looking for from the auto-generated list.
   
   
   
   
5. Repeat this process for each learner who needs to be added to a department.
6. NOTE: If a learner's “Search department name” box is gray, it means they haven't completed the assessment, so they can't be added to a department yet.
   
   
   
   
7. Once you've updated the departments of all learners who need updating, click Done.
   
   

Adding/removing learners: option #2

1. From the Departments page, click on the name of a department.
   
   
2. On that department's page, you have the following options (from top to bottom):
   1. Change the name of the department
   2. Transfer all learners to a new department
   3. Add learners
   4. Import learners
   5. Transfer learners individually to a new department
   6. Remove learners from the department
      
      

Adding/removing learners: option #3

1. From the Active learners page, click on a learner's name.
2. This will take you to the Learner information page, where you can see that learner's assigned department and groups, add them to new ones, or remove them.