Bulk Enrol Learners

Use the Bulk Enrol feature on the Learners page to select both enrolled and non-enrolled learners, and then bulk enrol them onto a course.

The Enrolment Manager role is required to use the Bulk Enrol functionality.

Bulk Enrol Button

You can control whether or not a bulk enrolment completes for successful records when there is a partial failure using the Rollback Transaction on Partial Failure institution setting.

For information on how the bulk enrolment functionality deals with over-subscribed courses, see Over-Subscribed Courses.

To display the Bulk Enrolment Wizard:

Use the Condition Builder to search for and display learner records.
Select the required learners in the Learners grid.

You can select multiple records using Shift-click (for a series of records), Ctrl-click (for individual records), or Ctrl-A (for all records).
Click the Bulk Enrol button on the Learner Manager ribbon.

The Bulk Enrolment Wizard is displayed.

The Bulk Enrolment Wizard is made up of the following screens:

Select Course screen

This field	Holds this information...
Select Course	Click the Search button to display the Course Search window, where you can select the required course.
Occurrence	The required course occurrence from the list available.

Bulk Enrolment Options screen

This field	Holds this information...
Progress Date	The progress date. Enter the date or click the Calendar button to display the calendar, where you can select the required date. The default is the current system date.
Progress Code	The progress code. Select from the drop-down list (for example: Active). Progress codes are set up in Reference Data.
Who To Pay	The required payment value. Select from the drop-down list.
Sponsor Code	If you selected a sponsor value in the Who To Pay field, enter the required sponsor code.

Cascade Options screen

This field	Holds this information...
Cascade to Registers	Whether the progress date and code selected are cascaded down to any registers associated with the selected records, providing the enrolment status codes have been set up correctly in the Registers Students Progress Types reference data. Selecting the check box will cause any register slots after the date specified to be deactivated.
Cascade to Exams	Whether the progress date and code selected are cascaded down to any exam records associated with the selected records.
Ignore Warnings	Whether the system should ignore any warnings when processing the records.
UK Cascade to Learner Aims	Whether the progress date and code selected are cascaded down to any learner aim records associated with the selected records, providing the progress codes in Reference Data have been set up correctly.