How to Bulk Change a Supervisor – Surge Learning (Regenisis)

HOW TO BULK CHANGE A SUPERVISOR

INTRODUCTION

This functionality will allow you to transfer any staff under a previous supervisor to the new supervisor. This is an important functionality as some reporting filters allow for ‘supervisor’. Ensuring this is updated will ensure the most accurate information is being pulled.

Instructions

Click MANAGE USERS from the collapsible side menu.

Before transferring users from one supervisor to another, confirm that the new supervisor has been added to the Surge Learning system.

Click CHANGE SUPERVISOR.

Across the top of the page are action buttons. Highlighted is the change supervisor button.

Displayed are the options when the Change Supervisor button is clicked. The options include Update Supervisor 1 by Supervisor, Update Supervisor 1 by Education group, Update Supervisor 2 by Supervisor, Update Supervisor 2 by Education group.

A user can have up to two supervisors noted in their profiles.

You can update the primary supervisor and/or secondary supervisor, by Education Group or by selecting the name of the new supervisor.

Click SUBMIT to save your changes.