Required LRM Access: Owner, Admin
Required Pre-Steps: Add Units of Study
1
Navigate to LRM > Learners
- Open the Learner Profile Page
- In the Action menu for the relevant Course Enrolment, select View Unit Enrolments
2
Unit of Study updates per enrolment
There are three ways to update a Unit Enrolment, depending on the information you need to change:
- Quick Edit – Update common Unit Enrolment details directly from the Unit Enrolment list without opening the full record.
- Edit TCSI – Update TCSI-specific fee and reporting fields. This is only available when TCSI View toggle is ON.
- Unit Enrolment Details – Update from the Unit Enrolment Detail page to access all the unit enrolment fields.
Unit Enrolment Views
You can switch between the Standard and TCSI Unit Enrolment views depending on the information you need to manage.
If you are working with linked Unit Offers, additional filters are available to help you focus on:
- All Units
- Parent Units (Unit of Study)
- Child Units (Unit of Competency)
These views and filters make it easier to locate and manage enrolments across Units of Study and Units of Competency.
If you have Parent and Child Enrolments, apply the appropriate filter to display the required records.
- Click Quick Edit against the relevant unit enrolment
- To edit multiple unit enrolments:
- Select the Unit Enrolments that you want to update (click the first check box to select all Unit Enrolments)
- From the Action at the top right of the table, click Quick Edit
- To edit multiple unit enrolments:
- Quick Edit Unit Enrolment drawer will slide out
- Update the relevant fields, click Save or Save and Next if updating multiple unit enrolments
TCSI related fields are Start Date (Commencement Date), End Date (Outcome Date), Census Date and Completion Status.
If you have Parent and Child Enrolments, apply the appropriate filter to display the required records.
- Toggle TCSI View ON
- For each Unit of Study enrolment, click the arrow next to Quick Edit and select Edit TCSI.
- Update the required fields
- Click Save
Note: TCSI fee-related fields can only be updated one enrolment at a time. Bulk updates are not available.
- Click the Unit Offer Code for the Unit Enrolment you want to update
- On the Unit Enrolment detail page, click Edit in the top-right corner
- NOTE: The TCSI Fee Data card on the Unit Enrolment details page also includes an Edit option. Clicking Edit opens the TCSI edit drawer, allowing you to update TCSI-specific fields directly from the Unit Enrolment details page without returning to the Unit Enrolment list.
- Update the required fields as needed
- Click Save
3
Unit of Study updates in bulk
Bulk updates are only available for the following fields:
- Start Date (Commencement Date)
- End Date (Outcome Date)
- Census Date
- Completion Status
Other TCSI enrolment and fee-related fields must be updated individually using Edit TCSI at the learner unit enrolment level. These fields are excluded from bulk updates because changes may impact TCSI reporting data, including student loan and fee information.