Completion Workflow

To withdraw a learner, go to the learner’s enrolment and click on the functions button. Choose the option “Status Wizard”: The status wizard will open. From here you can choose the status “Withdrawn” which will enable all withdrawal relevant entries such as data and reason: Once completed, click the Submit button. On the Results Information …

To enrol student(s)navigate to Enrolments -> Enrol Student(s). On the next screen there is a completion workflow to help users navigate various steps to complete an enrolment – hover text above each number provides section details. Select relevant Intake, the Enrolment Status you wish to attribute and Start Date. You can manually select a start date …

Note that you can setup completion workflows that complete enrolments automatically when the criteria’s are met. This article is for manual processing of completions: When an enrolment has met all criteria’s to be completed, you may go and complete the enrolment for a student. The pre-requisite to complete enrolments is that all mandatory components are …

Edit Enrolment On an enrolment, you can choose to either edit information on an individual tab, card, or all editable information on the enrolment. Either click the big edit (pencil) button on top of the enrolment or use the edit button on individual cards or tabs: A pop up will open with the information for …