To access a user's Enrollments screen:
- From the Main Menu, open the Users tool and select the user's User ID.
- Select Enrollments from the tabs bar.
Add new enrollments
- Open the Actions menu and select New
- Enter the Course name or ID for the enrollment to search the current domain; to search all domains and/or browse through the courses you have access to, click the list icon at the far right of the Course field (required).
- If you want to add multiple enrollments for the user, click Add another course.
- Provide the following:
- The desired Role (required).
- The desired Status (required).
- A Start Date and an End Date for the enrollment (optional).
- An External ID, which is any ID needed to align the enrollment with an external program or application (optional).
- The Permissions shown by default match the Role selected. If you want to create a custom role, check the boxes next to the permissions that you want included. Permissions granted here are applicable only within the selected course(s).
- Select Create.
Manage existing enrollments
You can use this screen to manage and import enrollments.
- To edit or add observers to an enrollment, select the Enrollment ID. This will allow you to change an enrollment’s status from Active to another status, including Withdrawn, Completed, or Inactive.
- To see a course's enrollment details in the Course tool, select the Course ID.
- To update multiple enrollments' Status (active/inactive), Role, Start Date, or End Date at once, check their boxes and select Bulk Update. These are permanent changes, so be careful.
- To import enrollments using a tab-delimited or comma-separated file, select Import then browse to the file on your computer. You can import enrollments by selecting the ticket (enrollments) icon in the Domain tool's toolbar.
For more information, review this video on Bulk Updating Information in Multiple Subdomains at Once.
Edit existing enrollments
To edit an active enrollment:
- From the Main Menu, open the Users tool.
- Select the user's User ID.
- Select Enrollments from the tabs bar.
- Select the Enrollment ID for the desired course.
- Make the desired changes, then select Save.
Enrollment History
When an enrollment is selected, the History tab allows admins to review changes made to that enrollment.
- Select the View options (when available) to see the old and new values.
- Select Changes to see changed settings.
- Select Details to see current settings.
Bulk update
Update certain enrollment components in bulk. To do so:
- Check the boxes for the enrollments to update, then select Bulk update.
- Edit the following settings by checking the appropriate box and making the desired changes:
- Status
- Role
- Start date
- End date
- Bulk updates are permanent and should be handled carefully to ensure you are editing the correct courses. As such, you are required to check the box reading:
- I have verified that the enrollments I am about to permanently update are the correct ones, and I confirm that I want to update them with the field values shown above.
- Once you have checked this box, select Update.
For more information, review this video on How to Update Courses Statuses in Bulk.
For more information, review this video on Bulk Updating Student Enrollment Status. This video focuses on bulk updating statuses using a CSV file.
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