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How do I enroll learners in a Catalog entry?

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Administrators can enroll learners in a Catalog entry in a few places:

Note: If a Catalog entry is available in multiple languages, you are asked to select the Language when enrolling learners. Learners can always change their language after enrollment to any of the other available languages.

Enroll learners from the Learner enrollments screen

To add enrollments to an individual learner, open the Learners screen:

  1. Select the desired learner.
  1. Click Add enrollment.
  1. Check the boxes next to the catalog entries that you want the learner enrolled in and click Next.
  1. If you want to add the learners to an Organization, you can search and select that here.
  2. Grouping allows you to Add to a new group (that you create) or, if a group exists, you can Add to an existing group (and choose the group from the dropdown).
  1. You can pay for enrollments with a credit card, or with Purchase orders if you are an administrator for an Organization.
  2. If you want, you can include an Enrollment expiration date (this can be edited later). Learners lose access to content past the expiration date; however, they keep access to all completion certificates they earn.
  3. Click Add enrollments.

Enroll learners from the Catalog entry enrollments screen

To enroll one or more learners in a Catalog entry, open the Catalog screen:

  1. Select the desired catalog entry.
  1. Click Add enrollments.
  1. Choose learners. In this field you can:
    • Search for existing learners by name or email address, and add them one at a time.
    • Invite new learners or import data which allows you to:
      • Enter the email addresses, or mobile phone numbers, of the learners you want to enroll.
      • Upload a tab-delimited or comma-separated file, or paste your import data (this approach is outlined below).
  1. Verify provides the status of the learners you want to invite. Here you can see if they're ready to be enrolled, if they're already enrolled, if they haven't completed the prerequisites, etc.
  1. If you want to add the learners to an Organization, you can search and select that here.
  2. Grouping allows you to Add to a new group (that you create) or to Add to an existing group (and you choose the group from the dropdown).
  1. You can pay for enrollments with a credit card, or with Purchase orders if you are an administrator for an Organization.
  2. If you want, you can include an Enrollment expiration date (this can be edited later). Learners lose access to content past the expiration date; however, they keep access to all completion certificates they earn.
  3. Click Add enrollments.

Enroll learners from the Organization details screen

From the Organizations > Enrollments screen, you can enroll multiple learners in one or more Catalog entry, and they are automatically added to the selected Organization:

  1. Select the desired Organization.
  1. Click Add enrollments.
  1. Check the boxes next to the catalog entries you want the Organization learners enrolled in and click Next.
  1. Choose learners. In this field you can:
    • Search for existing learners by name or email address, and add them one at a time.
    • Invite new learners or import data which allows you to:
      • Enter the email addresses, or mobile phone numbers, of the learners you want to enroll.
      • Upload a tab-delimited or comma-separated file, or paste your import data (this approach is outlined below).
  1. Verify provides the status of the learners you want to invite. Here you can see if they're ready to be enrolled, if they're already enrolled, if they haven't completed the prerequisites, etc.
  1. Grouping allows you to Add to a new group (that you create) or, if a group Add to an existing group (and you choose the group from the dropdown).
  1. You can pay for enrollments with a credit card, or with Purchase orders if you are an administrator for an Organization.
  2. If you want, you can include an Enrollment expiration date (this can be edited later). Learners lose access to content past the expiration date; however, they keep access to all completion certificates they earn.
  3. Click Add enrollments.

Importing or pasting data to bulk enroll learners

The Catalog entry enrollment and Organization details screens allow you to add enrollments in bulk by importing or pasting data. To do this, select Invite new learners or import data when you get to the Choose learners step using either of these screens.

From here, you can either:

  • Enter the email address or mobile phone number for each learner you want to invite and enroll (one email address or phone number per line).
  • Click Import file and upload a tab-delimited or comma-separated file containing the data. You can use First name, Last name, Email, Phone, and/or Group column headers for each learner. If a group exists in you site with the Group name you enter, learners are automatically mapped to that Group. Using this option, provides an additional step where you can Map learner columns.
  • Paste the content from your comma-separated file into the field:
    1. In the first row, you can create First name, Last name, Email, Phone, and/or Group column headers for each learner.
    2. Enter the values for each learner in the corresponding column position, one learner per line.
    3. If a group exists in you site with the Group name you enter, learners are automatically mapped to that Group.
  • Using this option, provides an additional step where you can Map learner columns.

Map learner columns

Uploading a file or pasting comma-separated content into the field (both described above) opens an additional step where you can make sure the uploaded/pasted data is mapped correctly. Each header is a dropdown menu that you can change to the correct header if needed.

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