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      How To Manage Unit Enrolments

      The Manage Unit Enrolments workflow provides a central location for managing learner unit enrolments.

      Whether you are working from a Course Offer or an individual Learner record, you can use this workflow to manage unit enrolments for a single learner or perform actions in bulk.

      From the Manage Unit Enrolments screen, you can:

      • Add learners to Unit Offers.
      • Remove learners from Unit Offers.
      • Update unit enrolment details for existing unit enrolments.
      Before you begin:

      Required Knowledge: Enrolments, Unit Offers

      Required LRM Access: Admin

      Add Unit Enrolments

      1

      Individually

      1. Open the Learner’s Profile Page
      2. For the relevant Course Enrolment select Action click View Unit Enrolments
      3. Click Top Right Hand option Add Unit Enrolments
      4. Tick the Units you wish to Add or Select > all Records
      5. Click Action at the top right and choose the Add enrolments and set Additional Options:
        1. Override: Set Start and End Dates from Course Enrolment
          1. Select this option to automatically apply the learner’s Course Enrolment Start Date and Course Enrolment End Date to the Unit Enrolment.
          2. This can be useful when the Unit Enrolment should align with the learner’s overall course enrolment dates, reducing the need for manual date entry.
          3. Leaving this option off will set the unit offer dates to the unit enrolments.
        2. Add Elements to Added Unit Enrolments
          1. Select this option to automatically add any configured Elements from the units to the Unit Enrolments being created.
        3. Add Unit Enrolment Template Checklists to Added Unit Enrolments
          1. Select this option to automatically add any checklist items defined in the associated Unit Enrolment Checklist Template to the new Unit Enrolments.
        4. Add Elearning Enrolments to Added Unit Enrolments
          1. Select this option to automatically create any Elearning enrolments for the new Unit Enrolments where an Elearning course is linked to the Unit Offer.
      6. Choose Enrol to complete the process or Choose Enrol and Update Unit Enrolments to update any unit enrolment details.

      In Bulk

      1. Open the relevant Course Offer
      2. On the Left Navigation Bar, click Enrolments
      3. Select the relevant Learners
      4. Under the list of Learners select Action, click Manage Unit Enrolments
      5. Tick the Units you wish to Add or Select > all Records
      6. Click Action at the top right and choose the Add enrolments and set Additional Options:
        1. Override: Set Start and End Dates from Course Enrolment
          1. Select this option to automatically apply the learner’s Course Enrolment Start Date and Course Enrolment End Date to the Unit Enrolment.
          2. This can be useful when the Unit Enrolment should align with the learner’s overall course enrolment dates, reducing the need for manual date entry.
          3. Leaving this option off will set the unit offer dates to the unit enrolments.
        2. Add Elements to Added Unit Enrolments
          1. Select this option to automatically add any configured Elements from the units to the Unit Enrolments being created.
        3. Add Unit Enrolment Template Checklists to Added Unit Enrolments
          1. Select this option to automatically add any checklist items defined in the associated Unit Enrolment Checklist Template to the new Unit Enrolments.
        4. Add Elearning Enrolments to Added Unit Enrolments
          1. Select this option to automatically create any Elearning enrolments for the new Unit Enrolments where an Elearning course is linked to the Unit Offer.
      7. Choose Enrol to complete the process or Choose Enrol and Update Unit Enrolments to update any unit enrolment details.

      Delete Unit Enrolments

      2

      Individually

      1. Open the Learner’s Profile Page
      2. For the relevant Course Enrolment select Action click View Unit Enrolments
      3. Choose the relevant unit enrolment(s)
      4. From the Action at the top right of the table, click Delete
        NOTE:         Deleting a Unit Enrolment will also delete linked records (Logbooks, Elearning Enrolments, Auto Grade Activities, Elements or Checklists).
      5. Read the warning message and complete the process by clicking Yes, delete

      Tip: You can also remove unit enrolments for an individual learner from the Add Unit Enrolments > Manage Unit enrolments page. See the next tab (In Bulk) to learn more.

      In Bulk

      1. Open the relevant Course Offer
      2. On the Left Navigation Bar, click Enrolments
      3. Select the relevant Learners
      4. Under the list of Learners select Action, click Manage Unit Enrolments
      5. Tick the Units you wish to Delete or Select > all Records
      6. Click Action at the top right and choose the Delete enrolments
        NOTE: Deleting Unit Enrolments will also delete linked records (Logbooks, Elearning Enrolments, Auto Grade Activities, Elements or Checklists).
      7. Read the warning message and complete the process by clicking Yes, delete

      Update Unit Enrolments

      3

      Individually (Quick Edit)

      1. Open the Learner’s Profile Page
      2. For the relevant Course Enrolment select Action click View Unit Enrolments
      3. Click Quick Edit against the relevant unit enrolment
        • To edit multiple unit enrolments:
          1. Select the Unit Enrolments that you want to update (click the first check box to select all Unit Enrolments)
          2. From the Action at the top right of the table, click Quick Edit
      4. Quick Edit Unit Enrolment drawer will slide out
      5. Update the relevant fields, click Save or Save and Next if updating multiple unit enrolments

      Tip:

      1. You can use the Action > Bulk Update Unit Enrolments option if you are updating the same details for all selected unit enrolments.
      2. You can also bulk update unit enrolments for an individual learner from the Add Unit Enrolments > Manage Unit enrolments page. See the next tab (In Bulk) to learn more.

      In Bulk

      1. Open the relevant Course Offer
      2. On the Left Navigation Bar, click Enrolments
      3. Select the relevant Learners
      4. Under the list of Learners select Action, click Manage Unit Enrolments
      5. Tick the Units you wish to Update or Select > all Records
      6. Click Action at the top right and choose the Update enrolments
      7. Select a field to update
      8. Enter a value
      9. Repeat steps 7-8 as necessary
      10. Type confirm in the Confirm your Changes field
      11. Tick the checkbox
      12. Click Save

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