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

Registering a Customer for a Self-Paced (CD-ROM or Web) Course

You can register a customer for a self-paced course, such as a Web-based course or a CD-ROM course. The following procedure assumes that the prospective student is already listed as a contact.

To register a customer for a self-paced course

1. From the application-level menu, choose Navigate > Site Map > Administration - Training > Course Details.
2. In the Courses list, select the self-paced course, and then click the link in the course Name field.
3. Click the Add Enrollments view tab, and in the Add User list, click Add User.
4. In the Contact Last Name field, click the select button, and in the Pick Contact dialog box, select the prospective attendee, and then click OK.
5. In the Add User list, click Finish, and then click the Enrollments view tab.

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

   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 capability can be used for single or multiple enrollments.

   If you want to register another attendee:

   • Who uses the same credit card for fee payment, or who is also exempt from paying a fee, repeat Step 4 through Step 5. When you have registered all the attendees, click Finish.
   • Who has fees to be paid, go to Step 6. The Shopping Cart appears.

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

6. Verify that the appropriate training charges appear, and click Check Out.
7. Enter the attendee credit card information and other information for which you are prompted, and confirm the order.

   NOTE:  Users can edit and save quotes as well as add details to the order if necessary. For more information on quotes and orders, see Product Administration Guide.

8. Click the Enrollment List view tab to verify that the attendee or attendees have a registration status of Confirmed.

Registering a Customer for a Scheduled Class Session

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

To register a customer for a scheduled class session

1. From the application-level menu, choose Navigate > Site Map > Administration - Training > Class Details.
2. In the Classes list, select the class session for which you want to view enrollment information.
3. Click the Add Enrollments view tab, and in the Add User list, click Add User.
4. In the Add Contacts dialog box, select the prospective student, and then click OK.
5. Click Finish.

   If fees need to be paid, the Shopping Cart appears.

6. Verify that the appropriate training charges appear, and then click Check Out.
7. Enter credit card information for the prospective student and other information for which you are prompted, and confirm the order.
8. Click the Enrollments view tab.

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

   If you want to register another attendee who will use the same credit card for fee payment, or who is also exempt from paying a fee, repeat the procedure.

   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.