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How To Accept or Reject Online Enrolments

Once an online application has been received, your admissions team can then accept or reject the application.

Before you begin:

Required Knowledge: Online Enrolment

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  1. On the Left Navigation Bar, click Online Enrolment
  2. Click View Online Enrolments
  3. A list of all enrolments will now appear with an Application Status
    • Unprocessed enrolments appear first
    • You can sort each column alphabetically by clicking on the column title

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  1. To process or modify an Application, click on their name
  2. The details of the Application will now appear. Choose whether to Accept or Decline the Application
    • If you click Decline the process is done.
    • If you click Accept
      • the ‘Locate Client’ screen will now appear
      • Existing clients that might match by Applicant name will appear
        • Matches: If a match appears and it is the applicant, click Add to this record
        • No Match: Click Create new client record
        • If you accidentally create a duplicate Learner you can merge the duplicate records later

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  1. The Applicant’s details now appear. The details will be divided into two columns:
    1. On the left, the details they entered in their application
    2. On the right, the details that will be saved into the LRM client record (if you are creating a new client record, the two columns will be the same)
  2. If they are an existing Client, check each field to see if there are any changes. If there are, you can click on the relevant arrow between the two columns to update the information that will save into LRM
  3. Set their Enrolment Status to the right value to trigger Learncycles
  4. Click Submit

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A confirmation screen will now appear. From this screen you can:

  • view Client details
  • view Course Enrolment details
  • process another Online Enrolment

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