03 March 2025

Create Enrolments

BETA Only applicable to institutions using the BETA release. Note that BETA documentation may be incomplete or contain errors.

Create enrolments in Ontrack Hub for existing learners or new enrollees.

Create enrolments as follows:

  1. Search for an existing learner or create a new learner. On ebs: ontrack Hub, go to Concierge > Enrolments > Create New Enrolment.

    • For existing applicants: find the applicant of interest and then select Select Course.

    • For new applicants: on Create a Learner, enter the Forename, Surname, and Email Address. Then, select Invite Learner and then select Select Course.

  2. Search for the course. You can use the filters on the right-hand side and the search box at the top of the page to help find the course of interest. For example, to filter for an English Functional Skills course. Note that you can select more than one course to enrol a learner onto. Once you have selected the required courses, select Continue.

  3. Complete the enrolment. On the enrolment form, complete the following sections:

    Personal Details
    Details the learner’s account information, contact details, address, and so on.
    Further Details
    Details the learner’s equal opportunities and support needs.
    Statements
    Details any statements that are applicable to the learner.
    Evidence
    Details any supporting documentation required for the enrolment.
    Data Protection
    Details the learner’s consent for the use of their personal data.
    Pay
    Details the total fees for the selected courses. For learners that are eligible for a fee waiver, the discount is displayed alongside the original fee.
    Note the following for payments:
    • If the total cost of the selected courses are £0.00, you can confirm and complete the enrolment.
    • If there are fees to be paid, you can confirm and pay the fees later. You must then liaise with the learner to complete the payment.

    Then, Review the completed enrolment and Submit Enrolment. You can then view and update the progress of the enrolment in concierge.