Introducing Enrolment
Enrolment is the process of recording a Learner’s registration into a Course.
Before a Learner can enrol into a Course Offer it is critical that the below areas have been explored and established to suit your delivery method.
Learner Lifecycle
There are many options to consider when creating your enrolment process. Each organisation is different and potentially different courses have different enrolment requirements.
The Learner Lifecycle can be divided into 4 stages; Application, Progression, Completion and Reconnect.
It is an opportunity to reflect on the experience you want your learners to have throughout their enrolment and how you can make this easy for the administration staff. At each stage you have the opportunity to streamline your processes and ensure all key tasks are completed without error or stress.
Begin the Learner Lifecyle
Set Up
Application
The Application Stage gives a more holistic and deeper exploration of your options to begin a Learner Enrolment.
See Education Sales Management
If you are familiar with this process you can apply your steps accordingly.
Learners are enrolled into a Course Offer as a Course Enrolment and Unit Offers are applied during this process.
To keep track of documents and stages of the Enrolment process Checklists can be applied.
Progression
The Progression Stage takes the Learner from accepting enrolment to completion of final Unit Enrolment.
See Learner Lifecycle: Progression
If you are familiar with this process you can apply your steps accordingly.
As Learners progress through the Course Offer their personal records require updating. This can be done individually or for multiple learners in Bulk.
Completion
The Completion Stage takes the Learner from finalising their current Course Enrolment through to potentially new enrolment.
See Learner Lifecycle: Completion
If you are familiar with this process you can apply your steps accordingly.
When a Learner has completed their Course Offer final steps need to be taken to close the enrolment. This assists with generating reports for key Learners.
Reconnect
The Reconnect stage is an additional stage to allow communication with Learners to continue past completion. Some Learners may need to renew their Course every year or may be interested in another qualification. Not all organisations may require this step but it can be useful for marketing.
Manage
Prepare for Government Reporting
As an organisation it is important to keep track of when your key reporting periods are- both internal and external. This helps with time management and to ensure a smooth and easy reporting period.
- Subscribe to Reports to keep on top of your records
- Create Tasks to notify staff when to perform certain actions around the periods to help prepare. How to Create a Task
- Data integrity checks helps to know what information requires updating
- Bulk Updates allows you update data at once
- External reporting requirments: Exports
Streamline
Processes can be put in place to ensure key tasks, documents and notifications occur. This can be extended to communication with Learners, updating data, issuing credentials which all help in streamlining and ensuring a smooth enrolment for the Learner and the organisation.