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    Enrolling Users: Selecting Courses
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    Enrolling Users: Selecting Courses

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    PREREQUISITE STEP
    Select users.

    In this step of the manual enrollment process you'll select the courses you want to enroll users into. Courses are selected from the Step Two - Select Courses/Subscriptions accordion of the Manual Enrollment workscreen. 

    The courses available are those that are assigned to the selected group in the first step of the enrollment process.

    Selecting Courses

    The grid includes all active courses assigned to the selected group. To select the courses you want to enroll users into:

    1. From the Manual Enrollment workscreen, ensure the Step Two - Select Courses/Subscriptions accordion is expanded.
    2. From the Enrollment Type, select Courses.
    3. If you want to filter the courses displayed in the grid, you can add a filter. Otherwise, continue to step 4.
    Accounts that have catalog courses, such as SmarterU Essentials, can also enable the Include Catalog Courses toggle to show catalog courses in the grid.

    1. From the grid, click the   beside the courses in which you would like to enroll the selected users. To select all courses in the grid, click Select All. 
    2. Click Confirm Selection. The selected courses display below the grid. 
    If any of the courses you've selected require a group's users to pay for enrollment, the following message displays: This course requires purchase in at least one group when self-enrolling. For more information, please contact your administrator.

      
    1. Modify the course settings as needed:

    To remove a course from the enrollment process, click and click Confirm Selection.

    NEXT STEP: Specify additional options

    Adding a Filter

    To apply additional filters to the grid of courses or subscriptions:

    1. From the Add Filter list, select the course column to which you would like to apply a constraint. 
    2. Click . Additional fields for specifying the constraint values display. Note that the additional fields displayed will vary based on the column that you selected in step 1.  
    3. In the additional fields, specify the value that the filter column must meet.
    4. Repeat steps 1-3 for each column you would like to filter.
    5. Click Apply Filters.

    Course Filters

    Course Filter

    Description

    Course Name

    Includes courses with the selected course status (i.e., Active (default), Inactive, All) or specified name. 

    Course Tag

    Includes courses with the selected tag values.

    To include a specific tag value, select the value from the list. To include every value for a tag, either select the tag name from the list, or type the tag name and press ENTER.

    Course Type

    Includes courses that are of the selected type (i.e., All, Online, Instructor-Led, SCORM). 

    Enrollment Tag

    Includes courses that have other enrollments with the selected enrollment tag(s). 

    Group

    Includes courses assigned to groups with the selected status (i.e., Active (default), Inactive, All) and/or group name. 

    To filter the groups by status, click the  and select the status. Applying a filter status filters the group names displayed in the list.

    To filter by a specific group, click the  beside the group(s) you would like to include.

    Subscription

    Includes courses associated with the selected subscription(s). 

    Subscription Tag

    Includes courses associated with subscriptions that have the selected tag values. 

    To include a specific tag value, select the value from the list. To include every value for a tag, either select the tag name from the list, or type the tag name and press ENTER.

    Subscription Variant

    Includes courses associated with variants with the selected variant name.

    Subscription Variant Duration

    Includes courses associated with variants with the specified duration.

    Subscription Variant End Date

    Includes courses associated with variants with the specified end date.

    Subscription Variant Start Date

    Includes courses associated with variants with the specified start date.

    Modifying Online or SCORM Course Settings

    To remove an online or SCORM course from the enrollment process, click the beside the course and click Confirm Selection. 

    Online and SCORM courses will inherit the due date, grace period, and completion access settings of the course. To edit any of these settings for the enrollment process:

    1. Click the  beside the course name.
    2. Modify the settings as needed.

    Setting

    Description

    Enroll Course as Part Of

    This setting is only applicable when a course is also assigned to a subscription and/or learning plan. 

    To enroll users in the course as part of a group, select Group Enrollment.

    To enroll users in the course as part of a learning plan, select the learning plan. The enrollment inherits the course settings specified for the learning plan's requirement. 

    To enroll users in the course as part of a subscription, select the subscription variant. The enrollment inherits the course settings specified for the subscription's variant. 

    Due Date

    Select one of the following:

    • No Due Date - No due date will be associated with the course.
    • Set By Date - The course will be due on a specific date. You will need to select the due date from the calendar. 
    • Set By Days - The course will be due a certain number of days after the enrollment date. You will need to specify the number of days after the enrollment date that the course will be due.

    Grace Period

    Select one of the following:

    • No Limit - Learners will be able to access the course after the due date. 
    • Set By Date - Learners will be able to access the course until the selected date. You will need to select the date from the calendar.
    • Set By Days - Learners will be able to access the course for the specified number of days after the due date. You will need to specify the number of days after the due date that learners will be able to access the course.

    Completion Access

    Select one of the following:

    • No Limit - Learners will be able to access the course after they complete it.
    • Set By Days - Learners will be able to access the course for the specified number of days after they complete it. 
    1. Click .

    Modifying Instructor-Led Course Settings

    To remove an instructor-led course from the enrollment process, click the beside the course and click Confirm Selection. 

    To specify whether the course is part of a group enrollment or learning plan enrollment, or select the session: 

    1. Click the  beside the course name. Additional options for the instructor-led course display.

    1. Specify the following options for the instructor-led course.

    Setting

    Description

    Enroll Course as Part Of

    This setting is only applicable when a course is also assigned to a subscription and/or learning plan. 

    To enroll users in the course as part of a group, select Group Enrollment.

    To enroll users in the course as part of a learning plan, select the learning plan. The enrollment inherits the course settings specified for the learning plan's requirement. 

    To enroll users in the course as part of a subscription, select the subscription variant. The enrollment inherits the course settings specified for the subscription's variant. 

    Session

    Select the session you would like to enroll users in, or select Waiting List to add the users to the course waiting list.

    1. Click .
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