Once a Course Enrolment has been created you can use Filtered Lists and other search functionalities to narrow down your search result.

1

Navigate to LRM > Learners > Course Enrolments

1. It will show you a list of all Course Enrolments in the LRM.
2. There are three views:
   1. Expanded List View
   2. List View
   3. Table View (default)
3. Click on an icon to change the view.

2

Search for a Course Enrolment

You can search for a Course Enrolment in several different ways. You can use some or all of these methods at the same time to refine your results.

1. In the Search Bar, you can search by:
   • Learner First Name
   • Learner Last Name
   • Learner Preferred Name
   • Learner Ref Internal
2. For Table view, use the arrows next to the column header to sort by that column.
3. For List and Expanded List views, use the Sort by dropdown menu to sort by:
   • Course Offer Code
   • Learner First Name
   • Enrolment Start Date
   • Enrolment End Date
4. Add one or more Filters to filter the list of Course Enrolments:
   • Click “Add Filter”
   • There are many fields you can filter by.
   • Fields you can filter by

     Amount Due
     Course Code
     Course Description
     Course Enrolment Actual End Date
     Course Enrolment Agent
     Course Enrolment Agent Name
     Course Enrolment Created At
     Course Enrolment End Date
     Course Enrolment Expiry Date
     Course Enrolment Last Modified
     Course Enrolment Qualification Issued Date
     Course Enrolment Qualification Issued Flag
     Course Enrolment Start Date
     Course Enrolment Study Mode
     Course Enrolment Tag Name
     Course Enrolment Target Group
     Course Enrolment Trainer
     Course Enrolment Training Plan Issued Flag
     Course Enrolment Training Plan Sign Date
     Course Offer Code
     Course Offer Description
     Credential Count
     Enrolment Status
     Enrolment Status Reason
     For Reporting
     Learner Email
     Learner First Name
     Learner Is Active
     Learner Last Name
     Learner Preferred Name
     Learner Ref External
     Learner Ref Internal
     Learner Target Group
     Open Opportunity Count
     Position Count
     Unit Enrolment Complete Count
     Unit Enrolment Incomplete Count
     Unit Enrolment Overdue Count
     Unit Enrolment Total Count
     
   • Optional: Click on the filter icon to save a filtered view.

3

See more information on a search result

For List and Expanded List views, click on a Course Enrolment card to expand it and see:

1. Start Date
2. End Date
3. Expiry Date
4. Amount Due
5. Study Mode
6. Sales Person
7. Agent
8. Open Opportunities
9. Tags

You can also click on the “expand all” button to expand all cards on the page.

Click on the Student Number (in Table View) or the Learner’s name (in List and Expanded views) to take you to the Course Enrolment Dashboard page.

Click on the Offer Code (in Table View) or the Course Offer (in List and Expanded views) to take you to the Course Offer Detail page.

Next Step

How to Edit a Course Enrolment