Batch Enrolling on a Course Instance

Selecting ... > Enrol People by a course instance in the Course Instance List, or selecting Create Enrolment in the Enrolments tab in the Course Instance Summary, will open the Batch Enrol window, where you can link multiple learners onto the course instance. 

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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  icon to run the search and apply your filters.

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• 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.

Editing Enrolments