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Enroll Others in a Classroom Offering
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provides Student-users the ability to search for and enroll in courses made available to them. LMS Instructors, Managers, and Administrators are provided the additional option to enroll others in courses, either in batches or by individual Username.
Note that this ability is scoped to the users’ profile assignments for Organization, Position and Role. For example, if you are a Location Administrator (Role), you will only be able to enroll students that are assigned a Position subordinate to your own, and who are tied to the Location (Organization) you manage. You can only enroll others into courses that have been shared to your Business Unit’s course catalog.
This document demonstrates how Instructors, Managers, and Administrators can best utilize the "Enroll Others" function within the LMS.
FIND A COURSE
There are two course search options available. You can access both from any page in your LMS portal.
In the upper right corner of the window, in the Course Search field, enter all or part of the course name or course code. Click
to produce a list of matching results. You may also click
to open the Search Courses page for more options.
In the left navigation menu, click
Courses => Search Courses
. This also opens the Search Courses page.
The Search Courses Page
After you select Search Courses from the left navigation menu or from the Advanced Search link in the upper right corner of the window, the Search Courses page opens.
Enter your search criteria in the fields provided. You may enter all or part of the Course Name, Description, or Course Code. You can also select a Major or Delivery Method to further restrict the results.
. The system will display matching results.
ENROLL OTHERS IN Instructor-Led Training
Classroom courses are instructor-led training events hosted in a physical or online classroom environment. The following instructions also apply to Virtual Classroom offerings, if your organization has purchased the
Virtual Classroom Add-On
. For these types of courses, you must first find the course, and then select from the available offerings to enroll. An Offering is a scheduled date, time, and location for the course.
To enroll students in a classroom Offering:
From the search results, click
On the Course Offerings page, click
for the offering you want students to attend. If there are no offerings available, users assigned the Portal Administrator or Instructor role can click
Add New Offering
to create one. Note that you can also accomplish these tasks by selecting, from the left navigation menu,
Courses => Search Offerings
Follow the instructions posted in the Roster Enroll Students page, which offers three options:
up to 100 users by
, and manage conflicts in real time
an unlimited number of users with an asynchronous process
Quick Enroll Process
To enroll students in real time, enter one or more Usernames separated by commas, or use the
link to open the User Picker. The User Picker allows you to filter by Name, Organization, Position, Role, or User Group to compile a list of students you want to enroll. Click
Submit and Continue
To add students from the interest list, click the
link, select the desired filter criteria, and click
Submit and Continue
. Note that the search filters provide the reasons users would have added this course to their interest lists, so that you can select the scenarios in which you have the authority to override enrollment conflicts. Students without enrollment conflicts are always included in search results.
For both Quick Enroll options, the system checks each user’s eligibility to enroll, and will provide information about any enrollment conflicts.
column, check or uncheck the boxes to confirm which users you want to enroll. Click the
link to swap one student for another, or click
Return to Add Students
to make further revisions to the list. You can also click the
symbol next to a Student’s Name or Location Code to expand their position and location details.
Once you have finalized your selections, click
to complete the enrollment process. The system will notify you that the mass enrollment has been processed with an “Add Successful” message and updated student enrollment status.
The LMS will notify students of their course enrollment via email and under the “Mail Center” section of their homepage. The Offering in which they are enrolled will also display on their homepage, under the “Live Courses” section.
Batch Enroll Process
In response to client requirements for enrolling large groups of users, we have created an offline (asynchronous) batch processing option for enrolling large numbers of students. The batch process works by allowing the administrator to define targeted users via the
Advance User Search
tools, and then directing the system to handle enrollment conflicts.
On the Enroll Students tab, click the
Select the appropriate
to define whom you want to enroll in the course, and click
at the bottom of the page.
On the Preview Users page, review the list of targeted enrollees. If they are correct, click
Next: Conflict Management
at the bottom of the page. If they are not correct, click
Back to Filter
to return to the audience criteria (filter) page.
page appears, decide how you want to mange potential enrollment conflicts for each user (“How do you want to handle any enrollment conflicts?”) and max seating limits for the class (“How do you want to handle enrollments beyond the seat limit of this offering?”). Once you have made the desired selections for conflict management, click
On the Review and Submit page, review your selections. If everything is set for the intended enrollees, click
. Otherwise, you can click
Back to Conflict Management
to return to the conflict management page and change your selections for overrides.
Upon successful submit, a process confirmation message is displayed. You will be notified via email and/or the LMS Mail Center when the enrollments are complete.
Users will be enrolled in the course via their primary profile.
Be patient with the notification; if you have enrolled thousands of users, it might be a little while before you are notified of the completion of the process.
When you receive the notification, it will list all users successfully enrolled, those who are on the interest list, those who are on the waitlist, and anyone who could not be enrolled.
The LMS will notify students of their course enrollment via email and under the “Mail Center” section of their homepage. The course in which they are enrolled will also display on their homepage, under the “Live Courses” section.