Participation Menu > Enrol Participants

Normally, course enrolment is a self-service activity performed by participants via the Member Portal. The procedure Enrol Participants is therefore intended to allow administrators to make manual adjustment as required.

An enrolment exits for a course within a term. Thus a person may be enrolled in say, Tai Chi in Term 1 but not in Term 2.

When an enrolment is made via the Member Portal it is initially a request only. Depending on the person's financial status, course's maximum number, and the current number enrolled that request may be accepted or Waitlisted. The system will automatically move an enrolment request from waitlisted to accepted as space becomes available. The system will never automatically move a person from accepted to waitlisted.

To view or edit enrolments...

1.Select the Term required. The software will default to the current enrolment term.

2.Select the course required.

3.Optionally, select the class required. Note that this field is only required when the course has different participants in each class.

On entry of these details the current course enrolments will be displayed in the grid, the leader's details and enrolment statistics will be displayed in the columns to the right.

With the grid you are able to...

1.Add or Delete enrolment records.

2.Assign waitlist status

3.Assign course clerks

4.Select multiple records on which to perform a Quick Action.

Quick Actions

Actions	Description
Quick Enrolment	This action allows you to select multiple participants to enrol in the course. Clicking the button will popup a form in which multiple participant records may be selected. The selected records may be added as waitlisted or not.
Set Selection Enrolled	Sets the selected grid's records as enrolled. This option is intended to quickly move wiatlisted requests to enrolled.
Set Selection Waitlisted	Sets the selected grid's records as waitlisted. This option is intended to quickly move enrolled requests to waitlisted.
Transfer Selection	Allows the transfer of selected participants to another course/class. This may be useful if a full course is to be split in two, for example. The transfers are made with the current enrolment status intact.
Copy Selection	Unlike Transfer Selection which moves an enrolment from one course to another, this quick action copies the selection leaving the original enrolments in the current course in place. It might be used to move enrollees in a Term 1 beginner course to a Term 2 advanced course, for example.
Delete Selection	Deletes the selected enrolments.