Configuration Manager - Enrolment | Scheer IMC

Various settings for training enabling/disabling enrolment types, showing due dates, automatic enrolment workflow settings, defining order data attributes, and defining enrolment identifier labels.

Description

General settings

Setting	What does the setting do?
Show due date
Enable learner rebooking	Allows the supervisor to rebook the learner to previous cancelled courses. By default, this will not be possible
Prohibit cancellation of automatic enrolments	When a course has been booked automatically, it cannot be cancelled if this parameter is true.
Use BU structure for the multi-level approval workflow	When activated, this checkbox enables the use of the Business Unit (BU) structure for the multi-level approval workflow. Supervisors assigned to a BU will receive notifications for course approvals related to users within their respective BUs. When deactivated (default), the multi-approval workflow will not include Business Unit supervisor relationships.
Due date Interval	This setting configures the time span in days for calculating the warning before the due date expires.Possible values: a number greater than or equal to 0. Setting 0 deactivates the function.

Automatic enrolment

Setting	What does the setting do?
Buffer days	When assigning a group to a course, course template or learning path, the value for days to finish as set under "Configuration > Enrolment" is always used to prefill the field at the time the assignment dialogue is opened. Once a value is confirmed, it becomes fixed, and later changes to the configuration will no longer affect it. This setting generally specifies the number of days a user has to complete the course. Therefore, it is used for the due date calculation during course enrolment in combination with the chosen "initial due date based on" option and the value for a fixed or relative due date. Several cases are to be differentiated: If days to finish is set to zero and no value for a due date has been defined, the course enrolment takes place without a due date. If a fixed or relative due date has been set, this date will be compared to the date calculated by enrolment date plus days to finish at the moment of enrolment. The later date will be set as course due date for the user. In case of usage on course template level in combination with an activated "Re-certification" checkbox, the entered value for "days to finish" is also used to determine whether an enrolment is due when the next due date minus days to finish minus buffer days (as set in the configuration under "Configuration > Enrolment") is equal to or later than the actual date. For the enrolment to any further courses in the re-certification cycle, the course due date is calculated by a comparison of the next due date to the date with the enrolment date plus days to finish date. The later date will be set as the course due date for the user.
Days to finish	Default value for "Days To Finish" if the value is not set on assignment level for the underlying target group. Specifies the number of days which will be added to start date/enrolment date to calculate the initial due date and the recertification due dates.
Learning modes which are included in multiple enrolment

Further settings

Setting	What does the setting do?
Enrolment types	By activating the the different types of enrolment they are available to be chosen for courses and learning paths
Stop on mail exception	Enrolment types for which the functioning of email notification is absolutely necessary.

Setting

What does the setting do?

Enrolment types

By activating the the different types of enrolment they are available to be chosen for courses and learning paths

Stop on mail exception

Enrolment types for which the functioning of email notification is absolutely necessary.

Default Order Data

One typical example is asking the participant, if a hotel is required. to put a filed in an enrolment form it need to be set up as user attribute and will be then stored as order data specific to enrolment of the participant. Here you need to define which user attributes will be stored in the participant administration for the enrolment.

Enrolment Identifiers

Enrolment identifiers are used to categorise course e.g. as required (mandatory), optional, or compliance.