Enrolling Users Based on Recommended Enrollments
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Enrolling Users Based on Recommended Enrollments

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To enroll users based on recommended enrollments for a group, learning plan, certification, or requirement:

  1. View the recommended enrollments.
  2. From the Proposed grid, click the  beside the recommended enrollment you want to review.
  3. Do any of the following:
  • To select an enrollment for processing, click the  beside the row.
  • To view the reason an enrollment can't be processed, hover over the Exclamation point in black circle beside the row.
  • To select all recommended enrollments listed for all users in the grid, click Select All Users
  • To select all recommended enrollments for groups and learning plans, click the arrow beside the Select All Users button and select Select All (Groups & Learning Plans)

Selecting Proposed Enrollments 20220405

The selected rows are shaded and the selected course enrollment is added to the Selected grid.

  1. Select the Selected grid.

Selected Enrollments

  1. Specify the settings for the enrollment process.
  2. Click Enroll. A confirmation message displays.
  3. Click OK.
If you are enrolling learners in an instructor-led session and the session becomes full, learners who did not fit into the session will be added to the session's waiting list if the session waiting list is enabled.

Settings

Send Enrollment Report To

Specify the email addresses to which the account's selected Enrollment Process Complete email template will be sent. Be sure to separate each email address with a comma. Click  to preview the email template.

Send Course Enrollment Email to Learners

If checked, the account's selected Course Enrollment email template will be sent to the learners. Click  to preview the email template.

Send Instructor-Led Training Confirmation Email

This setting is only applicable if you've selected an instructor-led course.

If checked, the account's selected Confirm Attendance email template will be sent to learners requesting them to specify their attendance. Click  to preview the email template.

After a learner has indicated that they will attend, the account's selected Calendar Session Information email template will be sent to the learner. 

If this setting is NOT checked, the learner's attendance for the course is automatically set to Attending and the account's selected Calendar Session Information email template is automatically sent to learners. 


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