Completion Workflow

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 …

Complete Enrolments You can manually generate diplomas, and transcripts (statement of attainments) from the enrolment screen. Glick the function button and choose Diploma/Certificate or Transcript: The PDF will open (certificate only if enrolment is completed) and you can print it or download it. Please talk to our support team for different diploma and transcript designs: …

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 From here you can choose the status “Withdrawn” which will enable all withdrawal relevant entries such as data and reason: Once completed, click the Submit button.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 …