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

Adding and Viewing Course Enrollments

Use the procedures in this section to add enrollments to courses and scheduled classes, and to view current enrollments.

NOTE:  Registered contacts who are not associated with an account cannot register for a class unless a system default price list is set up. For more information, see Siebel eSales Administration Guide.

This task is a step in Process of Working with Enrollments, Cancellations, Test Results, and Reports.

To add enrollments to self-paced courses

1. From the application-level menu, choose Navigate > Site Map > Administration - Training > Course Details.

   In the Courses list, select the course, and then click the Add Enrollments view tab.

2. In the Add User list, click Add User.
3. In the new record, click the select button in the Last Name field, select a contact, and click OK.
4. From the Add Enrollments list, select the Override Prerequisites check box to override any conflicts that occur from adding a user who has not met prerequisites.
5. When you are done adding names, click Finish.

   NOTE:  If the user being added by the administrator is not an employee, the Shopping Cart view appears. The remaining steps apply for nonemployee users.

6. In the Shopping Cart view, verify that the appropriate training charges appear, and then click Check Out.
7. Enter the enrolled user's credit card information and any other information, and then confirm the order.

To add enrollments to scheduled classes

1. From the application-level menu, choose Navigate > Site Map > Administration - Training > Class Details.
2. In the Classes list, review the dates In the Start field, and select the class to which you want to add enrollments.
3. Click the Add Enrollments view tab, and in the Add User list, click Add User.
4. In the Last Name field, click the select button, and in the Pick Contact dialog box, select a name and click OK.
5. In the Add Enrollments list, select the Override Prerequisites check box to override any conflicts that occur from adding a user that has not met prerequisites.
6. When you are done adding names, click Finish.

   NOTE:  If the user being added by the administrator is not an employee, a shopping cart view appears. The remaining steps apply for nonemployee users.

7. In the Shopping Cart view, verify that the appropriate training charges appear, and then click Check Out.
8. Enter the attendee credit card information and other information for which you are prompted, and confirm the order.

To view current enrollments

1. From the application-level menu, choose Navigate > Site Map > Administration - Training > Course Details.
2. In the Courses list, select the course, and click the Class Details link.
3. In the Classes list, click the link in the Start field for the session.

   The Enrollments list, showing enrolled students, appears.

   NOTE:  Enrollments can also be viewed by navigating to the Administration - Training screen's All Enrollments view. For more information, see Viewing All Course and Class Registration Information.