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The Batch Enrol window contains a list of available records. You can use the tickboxes to choose which records you want to be included in the enrolment process. 

Filtering the List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Image Modified icon to run the search and apply your filters.

• Type – Here you can choose whether the list displays Learners or Applicants.
• Record Name – Here you can search by the name of the learner or applicant.
• Number of records – Here you can use the drop-down menu to choose how many results are displayed in the results list.

Along with these, additional fields can be added by selecting the Image Modified icon. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:

• Status
• Site
• Qualification Plan
• Qualification
• Unit

 Exporting the List

Selecting the Image Modified icon also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Setting Enrolment Dates

Three date fields are available to set dates for the enrolled records. Selecting each field will open a calendar date selector. The following dates are available to specify:

• Enrolment Date
• Enrolment Start
• Enrolment End

Finishing Enrolment

Once you have chosen your records and specified your enrolment dates, select Enrol to finish. If any clashes are found with sessions already linked to your chosen records, you will be informed. You can either Close and make the necessary changes, or tick the Accept Session Conflicts? box and select Enrol again.

A message will be shown in the top-right of the page when the enrolment process has finished successfully.

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