Completion Workflow

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 …

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 From here you can choose the status “Withdrawn” which will enable all withdrawal relevant entries such as data and reason: Once completed, click the Submit button.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

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 …

For further details on setup of email templates, please refer to Communication Templates. Complete Enrolments You can manually generate diplomas and transcripts from the enrolment screen. Click on the purple enrolment actions button and choose Diploma/Certificate or Transcript: The PDF will open (certificate only if enrolment is completed) and you can print it or download …