Configure Auto Enrollment Criteria

Course administrators can configure the selection criteria to automatically enroll learners in the selected session. You can select users based on any combination of the following properties:

• User group, role, logical domain or organization
• Completed courses
• Employment information
• Job profile or competencies
• User attributes

You can specify the start and end dates between which auto-enrollment can happen, and before you activate the auto-enrollment you can test it to see which users are selected.

You can specify the frequency with which the LMS scans users for auto-enrollment in the Auto-Enroll Console.

The Ignore Prerequisites and Enrollment Approval Steps for Automatic Enrollments System Configuration setting determines if prerequisite checks and approval steps, if any, are skipped during the automatic enrollment process.

To configure auto-enroll criteria for a session, you must have a system role with unrestricted access to the Auto/Group Enroll option under Manage Features > Catalog Manager Features. 

To configure the auto-enroll selection criteria

1. Go to Manage Center > Learning > Learning Modules and click the name of the learning module you want to configure auto-enrollment for. The Catalog Editor opens at the Define Module Properties page.
2. Click Session Properties to select a session to configure.
3. Select a session from the drop-down list and click Go. 
4. Click Auto-Enroll in the Session Properties tab. The Auto-Enroll Properties page opens.
5. Select the Valid From and Valid To dates to specify when auto-enrollment can happen.
6. Select the check boxes to allow offline auto-enrollment and to ignore schedule conflicts, if required.
7. Expand the criteria headings (for example, Users/Organization/Role) to select the criteria used to determine which learners are auto-enrolled.
8. Click Set Auto-Enroll Targets. The auto-enrollment settings are saved.
9. To check which users are targeted by the criteria, click Test Auto-Enroll. The Test Auto-Enroll page opens.
10. Select whether test against the first 500 candidate users or all users.
11. Click Test Auto-Enroll. A list of users matching the auto-enrollment criteria is shown.
12. To update the selection criteria, click Auto-Enroll in the Session tab to return to the Auto-Enroll Properties page.
13. To delete the auto-enrollment criteria for a session, click Deactivate. All selection criteria are cleared.

About the Auto-Enroll Console