The Enrollment Wizard

In the Enrollment Wizard, you can:

• Enroll learners in one or more courses
• Update learners' enrollment status
• Extend course deadline.
• Backdate Course Enrollment

Enroll Learners in the Enrollment Wizard

When enrolling learners, you can select a specific course completion date that takes precedence over any settings in the Catalog Editor, including for those module due dates that have already expired, will be expired, or have no due date. You can also specify the date from which participants can start the course.

To enroll learners via the Enrollment Wizard

1. Go to Home > Workspace > Enrollment Wizard. 
2. Select Enroll from the Action drop-down list. 
3. Click the Module(s) + icon to open the learning Module(s) selector page.
4. Select one or more courses and click OK.
5. Click the Participant(s) + icon to open the learning Participant(s) selector page.
6. Select one or more participants and click OK.
7. If you do not want enrollment confirmation emails to be sent, select the Suppress automatic e-mails check box.
8. To bypass enrollment restrictions and checks for valid enrollment during the group enrollment, select the Override? check box. 
9. To run prerequisite checks configured for the learning module on the selected learners before enrolling them, select the Perform prerequisite checks? check box. Learners who fail to meet the prerequisites are not enrolled.
10. Optionally, enter the charged cost center, course completion deadline and restricted start date.
11. Click Enroll. The page refreshes with a summary report which shows the number of successful and failed enrollments.
12. Click Back to Enrollment Wizard. A record of the enrollment attempt is added to the top of the History list.
13. Click the links to download the enrollment processing log file and CSV error report to see more details about the enrollment processing and any reasons for failure respectively.

Update Enrollment Status in the Enrollment Wizard

To update learners' enrollment status via the Enrollment Wizard

1. Go to Home > Workspace > Enrollment Wizard. 
2. Select Change Enrollment Status from the Action drop-down list. 
3. Click the Module(s) + icon to open the learning Module(s) selector page.
4. Select one or more courses and click OK.
5. Click the Participant(s) + icon to open the learning Participant(s) selector page.
6. Select one or more participants and click OK.
7. Select Change overall status from the Change enrollment procedure drop-down list. 
8. If you do not want emails relating to the new status to be sent automatically, select the Suppress automatic e-mails check box.
9. Select the new status for the selected users and courses from the Target Status drop-down list.
10. Click Change Enrollment Status. The page refreshes with a summary report which shows the number of successful and failed status changes.
11. Click Back to Enrollment Wizard. A record of the status update attempt is added to the top of the History list.
12. Click the links to download the status change processing log file and CSV error report to see more details about the status change and any reasons for failure respectively.

Extend Course Deadlines

1. Go to Home > Workspace > Enrollment Wizard. 
2. Select Change Enrollment Status from the Action drop-down list. 
3. Click the Module(s) + icon to open the learning Module(s) selector page.
4. Select one or more courses and click OK.
5. Click the Participant(s) + icon to open the learning Participant(s) selector page.
6. Select one or more participants and click OK.
7. Select Extend module deadline from the Change enrollment procedure drop-down list. 
8. Enter the number of days extension.
9. Click Change Enrollment Status. The page refreshes with a summary report which shows the number of successful and failed status changes.

Allowed Transitions between Enrollment Statuses

The table below lists the enrollment statuses you can change a learner to depending on their current status.

Backdate Course Enrollment

PFL allows you to add and backdate course enrollment via the Enrollment Wizard. Often, customers will conduct in-person, supervised training prior to adding a Task or On-the-Job course in PF Learning.  When this is the case, administrators have to enroll users and mark them complete after the fact.  Although backdating training records can be handled by importing training records via the Training Records CSV Loader, this often causes issues due to volume of data.  The Enrollment Wizard helps to streamline this process.

There is a two-step process for backdating course enrollment.  First, you will enroll the learners, backdating the enrollment date.  Second, you will change the status, backdating the completion date. The process is divided into two steps to allow you the flexibility to backdate course completion if you have enrolled the users by other means, such as the data loader.

To enroll users with a backdated enrollment date

1. Go to Home > Workspace > Enrollment Wizard. 
2. Select Enroll from the Action drop-down list. 
3. Proceed with enrollment as usual and enter a date in the Enrollment Date field (available only when the Backdate feature is enabled).  This date can be set to a past date/time.

To change the enrollment status to "Complete" and set the completion date.

1. Go to Home > Workspace > Enrollment Wizard. 
2. Select Change Enrollment Status from the Action drop-down list. 
3. In the Change enrollment procedure field, select Change overall status.
4. In the Target Status field, select Completed.
5. In the Completion Date field (available only when the Backdate feature is enabled) enter a date.  This date can be set to a past date/time.