26 June 2025

Maintain enrolments

You can create and delete enrolment records for learners in the enrolments module.

From the Enrolments tab, you can:

Add enrolment details

To add an enrolment for the current learner:

Click the Add Enrolment button on the Enrolment ribbon.

A new record is added in the Enrolments grid.
Enter the required details on the Enrolment Details tab.

The fields on the Enrolment Details tab are described in the following table.

This field	Holds this information...
Course Code	The course code. Click the Search button to display the Course Search window, where you can select the required code. When you select a course code, any applicable waivers are displayed in the Waivers section.
Occurrence	The course occurrence. This defaults to the value in the Default Calendar Occurrence institution setting (on the Curriculum screen). To change the course occurrence, select the required occurrence from the drop-down list.
Groups (EBS4)	The course occurrence tutor group the learner can be enrolled on. Click the Search button, and then select the required group from the available groups displayed. You can specify when a learner starts a tutor group in the Group Start Date field. This defaults to the latest from: UIO start date Special details start date Current system date When a learner is added to a group in the enrolments module and the Cascade Registers check box is selected, any active register slots before the date in the Group Start Date field are deactivated. Subsequent updates to the Group Start Date field on an enrolment will activate or deactivate learner slots to reflect the new date. If the date in the Group Start Date field is changed and there are marked register slots for the learner before this date, an error message is displayed. An (I) appended to a group name indicates that the relevant group has been marked as inactive in EBS shape (for example: for groups that are oversubscribed). You can remove learners from an inactive group but you cannot add new learners or modify the group start date for an enrolment.
Progress Code	The progress code for the enrolment. This defaults to the value in the Default enrolment progress code institution setting on the Enrolments screen. To change the progress code, select the required code from the drop-down list. If you change the progress code, fees may be regenerated depending on whether the progress code has the Generate Fees option selected in reference data.
Progress Date	The date the progress code was set. Defaults to the current system date. You can change this to record the date the enrolment was received or entered. To change the date, click the Calendar button to display the calendar, where you can select the required date.
Cascade	Select the required check boxes to specify the progress date and code selected are cascaded down to any child records, learner aims, registers and/or exams associated with the selected records. When you save an enrolment, the cascade check boxes will become greyed out, preventing these settings from being changed when amending an enrolment. The cascade functionality returns when the progress code of the enrolment is changed, enabling the check boxes to be edited again.
Who to Pay	The person/company/institution responsible to pay the fees for the course. This defaults to the value in the Who to pay institution setting on the Enrolments screen. To change the who to pay code, select the required code from the drop-down list.
UK Sponsor Code	If you selected a sponsor value in the Who To Pay field, enter the required sponsor code. Alternatively, click the Search button to display the Sponsor Search window, where you can select the required code.
UK Match Funded	Whether this is a matched ESF funding enrolment.
UK Supervisor	The supervisor on the enrolment.
UK Supervisor Role	The supervisor role on the enrolment. This is required to be assigned for ILP. This is the personal ‘Tutor’ for ILP. Also, any pastoral forms sent to 'Tutor' are sent to users with this role.
UK Supervisor Start Date	The supervisor's start date.
UK Booking Reference	The booking reference code. This is generated automatically when a learner has been recorded against a booking and an enrolment has been created.
UK Include in HESA	Whether to include or exclude the record from the HESA student return file.
UK Not in Active HESA Study	Whether the learner was studying or suspended study during the reporting year. Select from the drop-down list.
ENG Unit Group Ref	The enrolment reference number for the learner.
ENG Include in ILR	Whether to include the enrolment record in the ILR return.
WAL LPA Number	The LPA number for the learner.
WAL Group Start Date	The group start date.
WAL End Date	The group end date.
WAL Include in LLWR Generation	Whether to include the enrolment record in the LLWR return.
WAL Exclude from EMA	Whether to exclude the enrolment from the EMA attendance calculations.
WAL Main EMA course	Whether to mark the enrolment as the main EMA course. The learner must have one main EMA course.
WAL Generate LLWR Awards	Whether to generate LLWR award records applicable to the enrolment and learning activity.
NZ Include in SDR	Whether to include the enrolment record in the SDR return. If you exclude the enrolment from the SDR, the EFTS for this enrolment will be cleared.
NZ Include in Completion Return	Whether to include the enrolment record in the SDR Completion Return.
NZ Generate Fees Automatically	How the fees are generated against the enrolment. Select from the following: Yes - fees are generated automatically No - fees are not generated automatically Use system default setting - fees are generated according to the Generate Fees Automatically institution setting
NZ Int Fees Assess (2.8)	The category of fees assessment for international learners.
NZ Int/Extramural Att (2.9)	The intramural/extramural attendance code, which specifies whether a learner is enrolled on a course that requires attendance of scheduled teaching sessions.
NZ Study Loc Code (2.10)	The study location. Click the Search button to display the Location Search, where you can select the required location.
NZ Source of Funding (2.11)	Defaults to the source of funding set up for the selected UIO. You can change this by selecting a different option from the drop-down list.
NZ Residential Status (2.12)	The New Zealand permanent residency status of the learner. Select from the drop-down list.
NZ Sec Residential Status (2.13)	The Australian permanent residency status of the learner. Select from the drop-down list.
NZ Managed Apprenticeship (2.13.1)	Whether a programme of study meets the criteria of offering a managed apprenticeship.
NZ Intended Award	The intended award for the enrolment.
NZ Award Ruleset	The award ruleset for the intended award.
NZ SDR Type	The SDR type of the enrolment (read-only).
NZ EFTS Factor (2.17)	The EFTS factor total of the learner’s enrolments (read-only).
NZ Bad Debt	Select Doubtful or Unrecoverable if the enrolment is a bad debt. A learner is considered to have bad debt when they have outstanding fees at the institution.
NZ Reservation	Select the reservation ID of the enrolment, if ‘Company’ is selected in the Who to Pay field, and a valid sponsor code has been entered. Reservations for a course are set up in the Organisation Management module.
NZ Last Withdrawal Date	The last withdrawal date for the enrolment (read-only).
NZ Secondary School Programme Indicator	Indicates whether a course has been undertaken as part of the student’s or trainee’s school learning programme or secondary-tertiary programme.
NZ Actual Course Fee	The total calculated cost charged to the learner for enrolment in the course, that is tuition fees and compulsory course cost fees. The amount is inclusive of any discounts, scholarships, and GST.
NI Planned or actual destination of leavers from FE	The planned or actual destination of leavers.
NI CDR Student MOA	The student mode of attendance for the enrolment.
NI Programme Pathway	The programme pathway.
NI Prog Pathway Date	The programme pathway start date.
NI HLA Pathway	The HLA pathway, such as Pathway A.
NI SLDD	Indicates whether the student has learning difficulties or disabilities.
NI Work Placement Format	The work placement format.
NI Enrolment Claim Date	The enrolment claim date.
NI Achievement Claim Date	The achievement claim date.

Click Save.

The enrolment is added and displayed in the Enrolments grid.

Enter special details

Use the Special Details tab to change the default data normally associated with an enrolment for this course to ‘special’ data that is specific to this learner (for example: Start Date).

There are a number of fields used to collect learner aim data for the following statutory returns on the Learner Details screen:

ENG ILR

WAL LLWR

NZ SDR - fields with adjacent numbers (for example: Funding Category (2.14)

To enter special details:

Click the Special Details tab on the Enrolments screen.

The Special Details tab is displayed.
Enter the required details on the Special Details tab.

The enrolment fields on the Special Details tab are described in the following table.

This field	Holds this information...
Use Special Details	Select this check box to enable the fields on the Special Details tab.
UK Start Date	The start date of the course occurrence. You can change this to the actual start date for this learner. Click the Calendar button to display a calendar, where you can select a date.
UK End Date	The end date of the course occurrence. You can change this to the actual end date for this learner. Click the Calendar button to display a calendar, where you can select a date.
UK Mode of Attendance	The actual mode of attendance for this learner (for example: open learning). Select from the drop-down list.
UK Number of Hours	The defaulted number of hours can be edited to the actual number of hours for this learner.
UK Number of Weeks	The defaulted number of weeks can be edited to the actual number of weeks for this learner.
UK Possible Hours	This is calculated from the value in the Number of Hours field multiplied by the value in the Number of Weeks field.
NZ Start Date ( 2.5)	The start date of the course occurrence. You can change this to the actual start date for this learner. Click the Calendar button to display a calendar, where you can select a date.
NZ End Date (2.6)	The end date of the course occurrence. You can change this to the actual end date for this learner. Click the Calendar button to display a calendar, where you can select a date.
NZ Funding Category (2.14)	Defaults to the funding category selected for the course.
NZ Funding Status (2.14)	Defaults to the funding status selected for the course.
NZ EFTS Factor (2.17)	Defaults to the EFTS factor selected for the course.
NI Year of Unit	The number of years the learner has been enrolled on the course.

Click Save.

The special details entered are entered for the enrolment record.

ENG Manage work placements

Use the Work Placement screen to collect additional data about a work placement that is being undertaken by a learner as part of a traineeship or 16-19 study programme.

Work Placements tab

You can also record work placement information on the Employment & Placements screen. Refer to Employment & Placements for further information.

To create a work placement record, click the Add button on the Enrolment ribbon.

Add work placement button

You can also delete and duplicate records by using the appropriate buttons on the Enrolments ribbon.

The fields on the Work Placement screen are described in the following table.

EBS field	Holds this information...	XML Tag
Work Placement Mode	The type of work placement being undertaken. Valid entries are: Internal (simulated) work placement External work placement	WorkPlaceMode
Work Placement Hours	The planned hours for the work placement record.	WorkPlaceHours
Employer ID	The identifier of the employer that the learner is undertaking the work experience placement with.	WorkPlaceEmpId
Start Date	The date the work placement started. The start date of the learner work placement record must be on or after the start date of an organisation work placement record it is being created against.	WorkPlaceStartDate
End Date	The date the work placement ended. The end date of the work placement record must be on or before the end date of an organisation work placement record it is being created against.	WorkPlaceEndDate
Include in ILR	Whether the outcome will be included in the ILR return.	Not applicable
Notes	Any notes on this record.	Not applicable