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Enrolment

Introducing Enrolment

Enrolment is the process of recording a Learner’s registration into a Course.

Before enrolling Learners, make sure you have set up the following:

Course Offers

Unit Offers

Add Learner

Learner Lifecycle

The Learner Lifecycle has 4 stages:

  1. Application
  2. Progression
  3. Completion
  4. Reconnect

Streamline your processes at each stage to reduce errors and admin time.

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

Learners are enrolled into a Course Offer as a Course Enrolment and Unit Offers are applied during this process.

How To Add a Course Enrolment

Keep track of documents and stages using Checklists.

Checklist Suggestions and Examples 

Progression

The Progression Stage takes the Learner from accepting enrolment to completion of final Unit Enrolment.

See Learner Lifecycle: Progression

As Learners progress through the Course Offer their personal records require updating. This can be done individually or for multiple learners in Bulk.

Bulk Update Records

Completion

The Completion Stage takes the Learner from finalising their current Course Enrolment through to potentially new enrolment.

See Learner Lifecycle: Completion

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.

Finalise a Learner

How to Send a Survey

How to Generate Credentials

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.

Explore Reconnect

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.

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.

Learncycles

uReports

Message Templates

Logbooks

Enrolment Status Reason