How Do I

How Do I - Archive A Learner

A learner can be archived by an Adviser from an Adviser-only login or by a Manager using the Passport Manager program. Archive does not DELETE Passports.

From an Adviser Login

go to Passport login page at www.e2epassport.com and login using your Adviser username and password

select the Caseload option

locate the learneryou wish to archive and click the dustbin icon to the right of their name

Remember, Archive will not delete the learner concerned, but simply move them out of an Adviser's caseload to a general holding area attached to their organisation.

From Passport Manager Login

go to Passport Manager login page at manager.e2epassport.com and login using your Adviser username and password

select the Adviser from whose Caseload you need to archive a learner

select the Caseload option

locate the learner you wish to archive and click the checkbox next to their name

to the right, select archive from the dropdown

finally click Okay to confirm.

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How Do I

How do I's are simple guides to common Passport Tasks. They are often triggered by questions from Passport users, so please continue to send us your queries. Answering your questions could save someone else a great deal of time.

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