Enrollment wizard

Summary

Note: LearnUpon is ending support for the enrollment wizard in 2022, in favor of dynamic rules.

Dynamic rules lets you enroll users based on their custom user data or an email address. See Dynamic rules: overview.

The wizard is not enabled by default.

Topics covered in this article:

• Add enrollment wizard functions to your custom data fields
• Enroll users through the wizard
• Use a single data field as filter

Add enrollment wizard functions to your custom data fields

If the enrollment wizard is enabled on your portal, the Use in enrollment wizard option is available on your custom user data fields, and course data fields. Toggle the option to make this field one of the filters for enrolling users on courses.

You can edit existing data fields to include Use in enrollment wizard: you don't need to create new fields from scratch.

The following screenshot shows the Use in enrollment wizard option in a custom user data field.

The following screenshot shows Use in enrollment wizard enabled, for a custom course field.

Enroll users through the wizard

The custom user data and custom course data act as filters to narrow the number of users to enroll.

Note: Any due date configured through the wizard overwrites any existing due dates for that course.

1. From main navigation go to Enrollments: from secondary navigation select Enrollment Wizard.
2. Filter Learners: select a custom user data field, and either choose an entry from the field, or enter the data for filtering users, and select Next.
3. Select Learners: the application lists users who match your filter. Choose some or all of the users and select Next.
4. Filter courses: select a custom course data field, and either select an entry from the field, or enter the data for filtering users, and select Next.
5. Select Courses: choose one or more courses to enroll your users on, and select Next.
6. Summary & Confirmation:
   • review your list of users, and the list of courses you've selected to enroll them on
   • select a Due Date using the calendar picker
   • enable Re-enroll completed users if required
   • optional: save this enrollment filter by selecting Create New and giving the filter a name.
7. Select Finish to run the wizard.

Use a single data field as filter

The enrollment wizard combines user data and course data as filters. If required, you can use a single field as filter, and skip the other field type. Briefly:

• if you do not use a custom user data field as filter, the wizard lists all users in Select Learners
• if you do not use a custom course data field as filter, the wizard lists all courses in Select Courses

See:

• Custom user data: set up custom fields 
• Custom course data: set up custom fields about courses 
• Dynamic rules: overview
• Dynamic rules: group users by their custom user data or email domain