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:
Learner Lifecycle
The Learner Lifecycle has 4 stages:
- Application
- Progression
- Completion
- 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.
Keep track of documents and stages using Checklists.
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.
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.
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.
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.