Enrolling in a Course

This task is a step in Example Process of Managing a Course.

Oracle CRM On Demand enables a partner user to enroll in any course that is visible to him or her.

Complete the steps in the following procedure to enroll in a course.

To enroll in a course

  1. In the Course Enrollment related item section, click Enroll.

    The course name is automatically populated. However, you can modify it, using any valid course.

  2. In the Candidate field, specify a contact.

    You can specify any contact to whom you have visibility.

  3. If this enrollment is part of a broader business objective, then you can specify the objective as well.

  4. Complete the other fields, such as Enrollment Date, Completion Date, and so on.

    Note: The Enrollment Status field is read-only for the Partner Sales Representative role.
  5. If you are enrolling in a course that is offered by a third-party vendor and not by the company itself, then specify the vendor name in the Course Partner field, assuming the vendor is defined as a partner in Oracle CRM On Demand and is visible.

  6. Specify the other fields, as appropriate.

  7. Click Save.

Note: Sometimes, an individual might repeat a course. Therefore, Oracle CRM On Demand supports multiple enrollments for the same individual so long as the enrollment date is different. An individual cannot enroll in the same course with the same enrollment date and the same owner more than once. Additionally, the course enrollment record also provides you with the flexibility of adding custom fields.