Summary
Update an individual learner's details, or remove them from a course. See Enroll individual learners on a course for the basics of enrolling individuals.
Enrollment features are available to all customers.
LearnUpon offers 2 ways to change existing enrollments for individual learners: from the Users menu or the Courses menu. Your access to these options depends on your user type and permissions.
These options are distinct from updating and managing groups on courses: see Manage groups.
Access permissions
Admins can update learners' status on courses freely, without restrictions.
Managers can update learners' status on courses if they have permissions turned on. See Managers: set permissions to manage groups.
Instructors can set learners complete, for learners assigned to the instructor on a course. Instructors can't access learner records outside their assigned courses. See Users: create an instructor, and assign them to a course.
For instructors and managers with instructor permissions, see Enrollments: set a learner's course as complete.
Update enrollments through Users menu
- From main navigation go to Users > learner name.
- From secondary navigation, select Enrollments.
- Select a course, then select More (aka 3-dot menu) to choose one of:
- View Details: course name, learner's status
- Unenroll: remove the learner from the course
- Set Complete: manually mark the learner as Completed, Passed or Failed the course
- Set Expiry date: select a date to end the learner's access to the course
- Set Due date: select the advisory date when users should finish a course
- For the selected option, follow the dialog prompts to complete the step.
Note: Learn about the difference between due dates and expiry dates, aka valid periods: Manage course due dates and valid periods.
The following screenshot shows the options available from a learner's enrollment More menu, for either an admin, or a manager with permissions.
Update enrollments through Courses menu
- From the primary navigation menu, select Courses > your course.
- In the secondary navigation, select Enrollments.
- Use the secondary search to find learner name.
- For the learner select More, aka 3-dot menu, to choose one of:
- View Enrollment details: course name, learner's status
- View User details: takes you to the user's Info
- Set Expiry date: select a date to end the learner's access to the course
- Set Due date: select the advisory date when users should finish a course
- Unenroll: remove the learner from the course
- Set Complete: manually mark the learner as Completed, Passed or Failed the course
- For the selected option, follow the dialog prompts.
The following screenshot shows the options for an admin or a manager with permissions, accessing a learner's enrollment More menu, through Courses.
Note: Learn about the difference between due dates and expiry dates, aka valid periods: Manage course due dates and valid periods.
See: