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Who are you and what section are you in?

Handle your learning enrolments

Available for the following Learning plans: Standard, Plus

The Enrolment Management module allows you to select a course and bulk import users to assign to said learning material. You can then send out either an in platform notification or an email letting them know of their new job. You can also use this feature to export all your organisation's course records, edit a user's course enrolment details, and delete an entry that is no longer required. 

Daily activities

Filter displayed enrolments
  1. Click the Your Profile button.
  2. Click the Administrator button.
    Block_1.jpg
  3. Click the Enrolment tab.
  4. Click the   Filter button.
    Enrol_7.jpg
  5. Enter the desired filters and click the Filter button.
    Enrol_8.jpg
Re-enrol a learner
  1. Click the Your Profile button.
  2. Click the Administrator button.
    Block_1.jpg
  3. Click the Enrolment tab.
  4. Click the   button.
  5. Click the Re-Enrol button.
    Re enrol 1.jpg
Send a notification
  1. Click the Your Profile button.
  2. Click the Administrator button.
    Block_1.jpg
  3. Click the Enrolment tab.
  4. Select the users that need a notification sent.
  5. Click the   button.
  6. Click the   Send Notification button.
    Enrol_5.jpg
  7. Enter the required message and click the Send button.
    Enrol_6.jpg
View enrolment details
  1. Click the Your Profile button.
  2. Click the Administrator button.
    Block_1.jpg
  3. Click the Enrolment tab.
  4. Click the   button.
  5. Click the View Details button.
    Enrol_9.jpg

    Helpful Hint

    You will now see the enrolment details on your screen.

    Enrol_10.jpg
View enrollment certificate
  1. Click the Your Profile button.
  2. Click the Administrator button.
    Block_1.jpg
  3. Click the Enrolment tab.
  4. Select the users that need a notification sent.
  5. Click the   button.
  6. Click the View Certificate button.
    View Certificate 1.jpg
View enrolments
  1. Click the Your Profile button.
  2. Click the Administrator button.
    Block_1.jpg
  3. Click the Enrolment tab.
  4. Click the   button.
  5. Click the View Enrolments button.
    View Enrol 1.jpg

Exporting data

Export all course records
  1. Click the Your Profile button.
  2. Click the Administrator button.
    Block_1.jpg
  3. Click the Enrolment tab.
  4. Click the   Export all Course Records button.
    Enrol_11.jpg
  5. Complete the following fields:
    • User:
      • Individual user.
      • All users.
    • Course title:
      • Individual course.
      • All courses.
    • Enrolment status:
      • Completed.
      • In progress.
    • Date range:
      • All time.
      • Last 2 years.
      • Last year.
      • Last 6 months.
  6. Click the Export button.
    Enrol_12.jpg
Export enrolments as a CSV
  1. Click the Your Profile button.
  2. Click the Administrator button.
    Block_1.jpg
  3. Click the Enrolment tab.
  4. Select the users that need exporting.
  5. Click the   Export as CSV button.
    Enrol_13.jpg
  6. Click the   Export button.
    Enrol_14.jpg
  7. Click the   Download button.
    Enrol_15.jpg
Import enrolments
  1. Click the Your Profile button.
  2. Click the Administrator button.
    Block_1.jpg
  3. Click the Enrolments tab.
  4. Click the   Import button.
    Enrol_1.jpg
  5. Select the desired course to enrol them in.
    Enrol_2.jpg
  6. Click or drag a file onto the Upload tile.
    Enrol_3.jpg
  7. Click the Import button.
    Enrol_4.jpg

Editing data

Edit enrolment details
  1. Click the Your Profile button.
  2. Click the Administrator button.
    Block_1.jpg
  3. Click the Enrolment tab.
  4. Click the   button.
  5. Click the Edit button.
    Enrol_18.jpg
  6. Make the required changes and click the Update button.
    Enrol_19.jpg

Deleting data

Delete an enrolment
  1. Click the Your Profile button.
  2. Click the Administrator button.
    Block_1.jpg
  3. Click the Enrolment tab.
  4. Select the users that need a notification sent.
  5. Click the   button.
  6. Click the   Delete button.
    Enrol_16.jpg
  7. Click the Delete Enrolments button.
    Enrol_17.jpg

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