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Siebel Training Guide > Managing Enrollments, Test Results, and Reports >
Canceling Training Enrollments
The cancellation procedure differs, depending on whether a self-paced course or an Instructor-Led class is being canceled:
- For a self-paced course, use the Course Details screen.
- For an Instructor-Led class, use the Class Details screen.
NOTE: If an order containing training courses is canceled from the order management views, training enrollments are automatically canceled.
This task is a step in Process of Working with Enrollments, Cancellations, Test Results, and Reports. The effects differ whether a customer, employee, or administrator cancels an enrollment, as listed in Table 10.
Table 10. Effects That Occur if a Customer, Employee, or Administrator Cancels an Enrollment
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A customer or employee cancels an enrollment for an Instructor-Led class. |
The number of available seats in the class is automatically updated. |
Administrator cancels an enrollment. |
The number of available seats in the class is automatically updated. You can use the Update Seats method to check the seat counts, if required. NOTE: Enrollments with orders associated with them, such as nonemployee customers, cannot be canceled by the end user. The administrator needs to cancel the associated order and calculate the refund as per their Order Entry modules and company policies.
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To cancel a course enrollment for an attendee
- Navigate to the Administration - Training screen > Course Details view.
- In the Courses list, query for the course, and then click the Enrollment view tab.
- Select the enrollment record, and change the Status (for example, Pending, Confirmed) to Cancelled.
- (Optional) If the course or class involved a fee, and if the enrollee's status was Confirmed, follow your organization's standard procedures for refunding any amount due.
To cancel a class enrollment and send an email to the attendee
- Navigate to the Administration - Training screen > Class Details view.
- In the Class Details list, query for the class, and then click the Enrollments view tab.
- Select the enrollment record you want to cancel, change the Status to Cancelled By Admin, and in the Class list, click Update Seats.
Click the More Info view tab to note that the number of Open Seats has been recalculated.
The attendee receives the Admin Class Cancellation Email if automatic email notification was set up. For more information, see Setting Up Automatic Training Notification Messages.
- (Optional) If the class involved a fee, and if the enrollee's status was Confirmed, follow your organization's standard procedures for refunding any amount due.
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