Enrol a Student in a Scheduled Program with Linked Units
Overview
This process streamlines student enrolment into a Scheduled Program along with its associated Scheduled Units. It offers an efficient method to enrol a student in a course and its linked units simultaneously. Please be mindful that when utilising this workflow, accurate completion of TCSI-required fields is crucial, particularly within the Student record, Scheduled Program, and Scheduled Units, especially for TCSI-reportable records.
Prerequisite Records
Prior to following the workflow below, the following are assumed to be true:
The Scheduled Programs where you want to enrol the student already exist also make sure that the Scheduled Units are linked to the Course, see Link Scheduled Units to a Scheduled Program.
The Student record whom you want to enrol into the Courses or Scheduled Program and its linked Scheduled Units.
Workflow
Load the student’s record, see Search a Student record.
After loading the student’s record, choose the Student > Course Enrolment > Course menus on the side.
Go to the SCHEDULED PROGRAM LIST section. Click the ADD COURSE & UNITS against the Course that you want the student to be enrolled in.
To check for the details of the Scheduled Program and its linked Scheduled Units, click the + sign. If the student is already enrolled in the Course, you will only be given an option to ADD UNITS.
WARNING:
Please be aware that selecting 'ADD COURSE & UNITS' or 'ADD UNITS' will not successfully enrol a student in the Course and Scheduled Units if TCSI reportable fields are missing from these related records: Student record, Scheduled Program, and Scheduled Units.
You should receive success messages about the enrolment. Navigate to the Student > Summary screen to check the current Course and Unit Enrolments of the student.
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