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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. 

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.

  • 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  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  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

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