Enroll Student into a Course
Under the Student Management menu, there are 3 main forms you will be working in: Training Plans, Enrollment Periods, and Schedule Details.
The steps to enroll a student includes:
Accessing the forms:
- In the Student Lookup panel, quick links takes you to the forms
- Programs = Training Plans
- Status = Enrollment Periods
- Hours/Week = Schedule Details
- In the Navigation panel, find the Student Management menu and double-click on the form.
- On the bottom of the Navigation panel, use the Quick Filter to search for the form.
Enroll the student:
1. Select a Student
Start by choosing which student will be updated:
- Search for the student in the Student Lookup panel
- Review the results and double-click the student's name.
2. Add A Training Plan
Find the Training Plan form under the Student Management menu and double-click it.
- In the Training Plan form, select the "Add" button and enter the Program Outcome and Start Date. Check with your institution if any other fields are required.
- Once all data has been entered, select the “Insert” button.
3. Add Enrollment Period
Open the Enrollment Periods form by using the link located on the bottom of the Training Plan form.
- In the Training Plan field, select the Program Outcome that was created.
- Select the "Add" button and enter the required data.
- Select "Insert".
4. Enter Schedule Details
Use the Schedule Details link on the bottom of the Enrollment Period form.
- Select the Enrollment Period and Class.
- Select the Effective Date and click "Show".
- Use the filters in the columns to see Available Sessions for specific days and times.
- Select a session and click the right arrow button (>) to drag it to Enrolled Sessions.
- If you hover over the session under the Enrolled Sessions section, it will show the list of instructors assigned to that session.
- Once all sessions have been selected, enter the Update Reason and select "Save Enrolled Sessions".
