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How To Add Learners to Classes

The Add Clients wizard allows you to add:

  • Single clients to a single class or multiple classes
  • Multiple clients to a single class or multiple classes
Before you begin:

Required Knowledge: Timetables

Required Pre-Steps: Add Learners, Add Classes

1

2

Select the Learners you wish to register into classes
  1. Open the relevant Timetable
  2. On the Left Navigation Bar click Add Clients
  3. You have 3 methods to select the Learners you wish to register into the classes
  1. Click the Learner (Client) Tab
  2. Enter search details of the Learner
  3. Select the relevant Learner.
  4. Repeat until you have added all Learners
Confirm Learners
  1. Confirm each Learner by ticking the checkbox to the left of their name
  2. Next
  3. You will be notified of any clashes
  4. Tick the box next to each Learner
  5. Next
  1. Click the Course Offer Tab
  2. Type the relevant Course Offer code or description
  3. Search
  4. A list of Course Offers matching your search will appear
  5. Click the relevant Course Offer Code
  6. The Learners enrolled in the Course Offer will be listed – click the checkbox to the left of a Learner’s name to select or de-select them
  1. Click the Client Tab
  2. Click Search by REFInternal
  3. In the pop-up box, enter the REF Internal number for each Learner in your group and separate them by a comma
  4. Click Submit

Click image to enlarge

3

Find the Class
  1. The Select Classes page will now open
  2. Enter your filter criteria
    • Dates that you wish to filter classes from and to (by default the from filter will be set to today’s date) by overtyping the dates if applicable
    • If applicable, enter a Class Prefix Code or Name (you can also enter the full Class Code or name if you are just wanting select one class)
  3. Click Filter

4

Select the Class
  1. The list of classes meeting your filter specifications will appear
  2. Tick the classes that you wish to enrol the Learners into
  3. Under the class list, select the applicable Class Registration Status – in most cases you will select ‘Accepted’ See Class Registration Status
  4. Click Finish

Note

If you are about to create any clashes you will be presented with a page listing the Learners and the classes that will create a clash.

Click Next if you do not wish to create the clashes or tick the relevant Learner class registrations if you wish to proceed, then click Next

You will be presented with a summary screen confirming the class registrations.

Click Restart Wizard if you wish to enrol another group of Learners

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