Siebel Training Guide > Managing Enrollments, Test Results, and Reports > Registering Training Customers >

Registering a Customer for a Scheduled Class


You can register a prospective student for a scheduled class of an Instructor-Led class. This procedure assumes that the prospective student is already listed as a contact in the contact table.

This task is a step in Registering Training Customers.

To register a customer for a scheduled class

  1. Navigate to the Administration - Training screen > Class Details view.
  2. In the Classes list, select the class for which you want to view enrollment information.
  3. Click the Add Enrollments view tab, click Add User, select a name, and click Finish.

    NOTE:  If users have not met certain course prerequisites, a message appears indicating that prerequisite courses must be completed before this enrollment can be confirmed. Administrators can select the Override Prerequisites check box on the Add Enrollments view tab, and then click Finish to bypass all prerequisites and complete the current enrollment. Prerequisite override can be used for single or multiple enrollments.

    The following table describes what happens if the user the administrator is adding is or is not an employee.

    If...
    Then...

    The user being added by the administrator is an employee.

    They are registered and added to the Enrollments view tab.

    The user being added by the administrator is not an employee.

    The shopping cart appears.

    Verify that the appropriate training charges appear, and click Check Out.

    For more information on Shopping Cart functionality, see Siebel eSales Administration Guide.

  4. Click the Enrollments view tab.

    A read-only value appears in the Status field for the attendee registered, reflecting the attendee's registration status.

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