Steps for Enrolling in a Class from the Education Summary

Complete the following steps when enrolling an employee in a class through the Education Summary page:

1. Click on the icon to the left of the desired course.
2. The Class Search screen displays.
3. If there are future classes related to this selected course, they display in a list below the search criteria
   • The Course Code defaults to the course highlighted in the Education Summary Screen.

     The alphanumeric short name or abbreviation for the course being taught through this class.

   • The Start Range Begin Date/Start Range End Date fields determine the range of dates of the scheduled classes to list. The Start Range Begin Date defaults to the current date and the Start Range End Date defaults to open (unlimited future date). Either of these fields can be adjusted.

     The ending date for the range for your search. The results list classes scheduled between the Start Range Begin and the Start Range End dates. The default is for a two week window starting with the current date, but either date can be changed. This date can be left blank to display all classes scheduled after the Start Range Begin date.

     More About Date Value Fields

     When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.

     The beginning date for the range for your search. The results list classes scheduled between the Start Range Begin and the Start Range End dates. The default is for a two-week window starting with the current date, but either date can be changed. This date can be left blank to display all classes scheduled prior to the entered Start Range End date.

     More About Date Value Fields

     When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.

   • For additional search criteria options, click on the Advanced button.
   • When the selected fields are completed, click on Search.
4. Select a specific class.

   The Class record is opened.

5. EMPLOYEE self-enrolling: Click Enroll or Request Enrollment.

   MANAGER enrolling an employee: Click Attendees. On the next screen, click Add. Search for and select the employee.

   • The system verifies that the employee has met all the prerequisites for the related course. If not, the employee may not be able to register for the class, depending on the authorization roles of the employee. More About Prerequisite Override Authorization

     Depending on the Authorization role assigned to the employee, the following override options are available:

     • No Override Authorization: When this policy is assigned to users, they can only schedule an employee or themselves into a class that requires prerequisites if the course prerequisites have already been completed.
     • Override Scheduled Prerequisites: When this policy is assigned to users, they are able to schedule an employee or themselves into a class that requires prerequisites if the course prerequisites are currently scheduled – not necessarily completed. Whether or not users have this role, they will receive a warning on each employee that does not meet prerequisite requirements. It allows them to still enroll those employees that are scheduled to take the prerequisite classes before the class, but it will not allow them to schedule those who have not completed the prerequisites and are not currently scheduled. Note: The prerequisite course must end on or before the start time of the class requiring it.
     • Override All Prerequisites: If this policy is assigned to users, they can schedule anyone into any class that requires prerequisites, even if those prerequisites have not been met or scheduled. They still receive a warning at the time of enrolling the person but, they are not prevented from enrolling anyone.

     Multiple Course Prerequisites:

     When a course has multiple prerequisites, the lowest prerequisite status (i.e. incomplete, scheduled, complete) determines if the employee can be enrolled in the scheduled class for the course. See the following example:

     Prerequisite 1 Status	Prerequisite 2 Status	Enrollment Allowed? No Overrides	Enrollment Allowed? Override Scheduled	Enrollment Allowed? Override All	Comments
     Incomplete	Incomplete	No	No	Yes	Lowest status = Incomplete
     Scheduled	Incomplete	No	No	Yes	Lowest Status = Incomplete
     Scheduled	Scheduled	No	Yes	Yes	Lowest Status = Scheduled
     Complete	Incomplete	No	No	Yes	Lowest Status = Incomplete
     Complete	Scheduled	No	Yes	Yes	Lowest Status = Scheduled
     Complete	Complete	Yes	Yes	Yes	Lowest Status = Complete

6. If there are any scheduling conflicts for the employee (for example, a work schedule or vacation day) either a warning or informational message displays above the class information.
7. The employee is added to the roster for the class. Or if Request Enrollment was clicked, the employee's request goes to the manager's queue for approval.

   Note: For more information on the fields available when searching of a class, see the documentation on Configuration section>Education card>Class screen.