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Canceling Training Enrollments

As a Training administrator, you can cancel customer or employee enrollment for training.

When a customer or employee cancels an enrollment for an instructor-led class, the number of available seats in the class is automatically updated. However, if an administrator cancels an enrollment, the administrator must manually update the number of available seats in the class. In all instances of cancellation, refunds must be manually calculated and distributed.

The cancellation procedure differs, depending on whether a self-paced course or an instructor-led class is being cancelled:

• 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.

To cancel a course enrollment for an attendee

1. From the application-level menu, choose Navigate > Site Map > Administration - Training > Course Details.
2. In the Courses list, query for the course, and then click the Enrollment view tab to display a list of current enrollments.
3. Select the enrollment record, and in the Status field change the value (for example, Pending, Confirmed) to Cancelled.
4. (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 for an attendee

1. From the application-level menu, choose Navigate > Site Map > Administration - Training > Class Details.
2. In the Class Details list, query for the class, and then click the Enrollments view tab to display a list of current enrollments.
3. Select the enrollment record you want to cancel and in the Status field, change the value to Cancelled.
4. Click the More Info view table and, in the Class Details form, reduce the number in the Taken Seats field by 1.

   The number of Open Seats is automatically recalculated.

5. (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.