Create an Enrollment Policy

Administrators with unrestricted access to the Enrollment Policy Editor can create a new enrollment policy to specify how learners enroll—or are enrolled—in courses. You create enrollment policies in the Enrollment Policy Editor, where you must enter the policy's summary information, save it, and then add further details as required.

To open the Enrollment Policy Editor go to Manage Center > Learning > Enrollment Policy Editor. The Enrollment Policy Editor opens in a new window.

To create an enrollment policy

1. Create the policy summary and detailsCreate the policy summary and details.
   1. In the Enrollment Policy Editor click the Create Policy icon on the toolbar. The New Enrollment Policy page opens
   2. Enter the policy's summary information and details.
   3. Click the Save icon to save your changes.The Enrollment Policy is added to the Policies tab.
2. Optionally, edit the withdrawal detailsedit the withdrawal details.
   1. In the Policies tab in the Enrollment Policy Editor, click the name of the enrollment policy you want to edit withdrawal details for. The policy folder expands to show the pages where you edit the policy.
   2. Click Edit withdrawal details. The Withdrawal Details page opens.
   3. Enter the withdrawal details.
   4. Click the Save icon to save your changes.
3. Optionally, edit the additional enrollment informationedit the additional enrollment information requested when learners enroll.
   1. In the Policies tab in the Enrollment Policy Editor, click the name of the enrollment policy you want to edit additional enrollment information for. The policy folder expands to show the pages where you edit the policy.
   2. Click Edit additional enrollment information. The Edit additional enrollment information page opens.
   3. Select the check boxes of the information you want learners to supply as part of their enrollment in a course. For each selected field, you can click the Mark as Required link to toggle between required and optional.
   4. Click the Save icon to save your changes.
4. Optionally, add an approval stepadd an approval step.
   1. In the Policies tab in the Enrollment Policy Editor, click the name of the enrollment policy you want to add an approval step for. The policy folder expands to show the pages where you edit the policy.
   2. Click (Add a step). The New Approval Step page opens.
   3. Enter the approval step details.
   4. Click the Save icon to save your changes.
5. Optionally, edit the order of approval stepsedit the order of approval steps. 
   1. In the Policies tab in the Enrollment Policy Editor, click the name of the enrollment policy you want to edit the order of approval steps for. The policy folder expands to show the pages where you edit the policy.
   2. Click Edit steps ordering. The Policy Steps Ordering page opens.
   3. Click the up and down icons to move the steps up or down respectively. The steps are re-ordered instantly, you do not need to click Save.

About Enrollment Policies

Enrollment Policy Details

Withdrawal Details

About Email Templates

Organization-level Enrollment Policies 

Edit an Enrollment Policy