Enrollment Wizard

The Enrollment Wizard allows administrators to batch-enroll students into courses and programs. You can define how targets are selected, manage notifications, configure manager settings, and set course details.

1. Enrollment Method

• Enroll By: Choose how you want to select targets (e.g., Group or Target).

• Groups: Select one or more groups from the list.

  • Use the → arrow to move groups into the enrollment list.

  • Use the ← arrow to remove them.

• Target Filters: Click Add Filter to refine which targets should be included (e.g., based on attributes or custom filters).

• Targets to Enroll: Displays the total number of targets that will be included in this enrollment.

2. Suppression & Notification Settings

Enable Customize suppression/notification settings to configure advanced notification preferences:

• Do Not Send New Account Notification?
  Prevents the system from sending the standard “new account” email to first-time users.

• Do Not Send Enrollment Email Notification?
  Prevents the system from sending the standard course enrollment email.

• Suppress Enrollment Slack Notification
  Suppresses Slack enrollment notifications if Slack integration is enabled for your account.

• Skip Duplicate Enrollments
  Controls whether users can be enrolled multiple times in the same course/program:

  • None – No duplicate check; all enrollments proceed.

  • All – Prevents duplicate enrollments entirely.

  • Date Range – Prevents duplicates only within a defined timeframe.

3. Manager Settings

Enable manager settings to specify or override enrollment manager details:

• Use Target Manager Name and Email?
  If ON, uses the manager assigned to each target’s details page.

If OFF, enter custom details:

• Enrollment Manager Name – Name to appear in communications.

• Enrollment Manager Email – Address used for manager notifications.

• Enrollment Manager Email Localization – Choose the language/locale for manager emails (e.g., English).

4. Courses and Programs

• Courses and Programs
  Select one or more courses or programs to assign. Use the Filter button to quickly locate available options.

• Enrollment Date
  Sets when the target will gain access to the course.

• Due Date
  Defines when the course must be completed. Use Date+ to set dynamic due dates (e.g., 7 days from enrollment).

Finalizing the Enrollment

• Click Review to preview the enrollment configuration.

• Click Create Enrollments to finalize.

• Click Cancel to discard changes.

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