Siebel eTraining Guide > Setting Up Courses > Specifying Training Course Details >

Adding and Viewing Course Enrollments


Use the procedures in this section to add enrollments to self-paced 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.

To add enrollments to self-paced courses

  1. From the application-level menu, choose View > Site Map > Training Administration > Courses.
  2. In the Courses list, select the course, and drill down on the hyperlink in the course Name field to view Course Details.
  3. Click the Add Enrollments view tab, and in the Add Enrollments list, click Add User.
  4. In the Contact Last Name field, click the select button, and in the Pick Contact dialog box, select a name and then click OK.
  5. Select the Override Prerequisites check box to override any conflicts that occur from adding a user who has not met prerequisites.
  6. When you are done adding names, click Finish.
  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 any other information, and confirm the order.

To add enrollments to scheduled classes

  1. From the application-level menu, choose View > Site Map > Training Administration > Courses.
  2. In the Courses list, select the course and drill down on the hyperlink in the course Name field to view Course Details.
  3. Click the Class Details view tab.
  4. In the Class Details list, review the dates In the Start field, and select the class session for the class to which you want to add enrollments.
  5. Drill down on the hyperlink in the Start field to navigate directly to the Classes form.
  6. Click the Add Enrollments view tab, and in the Add Enrollments list, click Add User.
  7. In the Last Name field, click the select button, and in the Pick Contact dialog box, select a name and click OK.
  8. 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.
  9. When you are done adding names, click Finish.
  10. The Shopping Cart view appears.

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

NOTE:  There is an alternate method for adding enrollments to scheduled classes. Navigate to the Class Details view, and in the Classes list, query to find the specific class for which you want to add enrollments. Select the appropriate class record and click the Add Enrollments view tab. Follow Step 7 through Step 11 to complete the enrollment process.

To view current enrollments

  1. From the application-level menu, choose View > Site Map > Training Administration > Courses.
  2. In the Courses list, select the course, and then drill down on the hyperlink in the course Name field to view Course Details.
  3. Click the Class Details view tab, and in the Class Details list, drill down on the hyperlink in the Start field for the session.
  4. Click the Current Enrollments view tab to view a list of enrolled students.

 Siebel eTraining Guide 
 Published: 21 April 2003