Graduating an Apprentice

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This article covers what to do when an apprentice journeys out of the program.

Record Graduation or Journeyman Date

Under the Advancements > Status > Actions tab, input the dates relevant to the apprentice graduating from the program. These may be the Graduated date, Jry Exam, or Jry Effective Date. You can also check the box indicating which field is applied.

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Check Journeyman Box

Next, under the Advancements > Status > Standing tab, check the Journeyman in Users check box. This will check the Journeyman box in the Apprentice's User record to indicate their Journeyman status.

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Archive Apprentice

Final step is to Archive the Apprentice by checking the Archive box.

Batch Journeyman Feature

To quickly apply the same Journeyman and Archive values across multiple records, you can use the “Batch Journeyman” checkbox. When selected, this option copies the values from the Journeyman (Users Module) and Archive fields of the first record in your current found set and applies them to all records in that set.

Steps:

Click the “Batch Journeyman” checkbox. On the first record of you found set

Click the Archived checkbox

Click the Batch Journeyman button

The system will automatically replicate the Journeyman and Archive field values from the first record to the rest of the found set.

This saves time and ensures consistency when working with multiple records at once.