How to Add Learner(s)

How to Add Learner(s)

Learners can be entered one at a time or you can import a list in a csv file.

First, let’s see how to add a Learner one at a time.

Go to the Learner page.

Press Add New Learner


Enter the first name, last name.

Choose a Learner Level. The options are red, yellow, green and white.
The color choices are also used in the Portia Curriculum.

Red = Early Learner
Yellow = Intermediate Learner
Green = Advanced Learner
White = this is an option if you do not wish to use a color.

Status
Options are Active, Pending, Prospect

Clinic Location - chose the Location the learner will be attending, (if the Learner is receiving Home Therapy you can enter the location where the staff are working out of.

Check - Set availability based on Clinic Hours.
We suggest you check this and then edit the Learner availability afterwards. Otherwise the Learner will be set to zero availability

Availability means - when the Learner is available to have sessions. I.e.,  Monday to Friday 8:30 to 16:30 and Saturday from 13:00 to 15:00

Check on / off - Send parent/guardian a request to fill out the rest of the profile.
If you check this on, you will then be prompted to enter the First and Last Name of the Guardian and their email. 
This will send only one Guardian an invite, you can send multiple invites on the Learner’s profile section
Press Next

If you want to import your Learners in a csv file, simply click on Import Learners button on the top right of the page.
Here you can download the csv file template and complete your import.

© 2012 – 2024 Portia International Inc.


    • Related Articles

    • How to add Team Members to a Learner’s Team

      You can add as many Team Member's as you wish a to a Learner's team.

    • How to add Images to Targets in a Learner's Program

      How to add images to Targets within a Learner's Program. The images will show on the Portia mobile app.

    • How to add images to Targets

      The image library is a feature that includes over 1,000 pictures and images that you can add to a target in Learner’s program. You can use on of Portia’s images, images from your Faculty Library or images that are in the individual Learner’s Folder. ...

    • How to add a Team (Staff) Member

      Portia has various Account Types, each with its own unique permission settings. See file: Permission Matrix.xlsx attached to this article to determine which account type is best suited for your Team. Prior to creating a Portia Team account, please ...

    • How to add a Team Member to a Learner's Team, what the roles mean

      In this article, we will discuss how the Learner's Team and what the roles mean. To begin, each Learner has their own Team. Let's look at the Learner's Team Page. The Team is comprised of 3 roles: Clinical Supervisor, Program Supervisor, and ...