Managing Enrollments

Enrollment Overview

Understanding Enrollment

Required Attributes

To manage enrollments, you need:

  • Enrollment Edit - Full enrollment control and status management
  • Class Admin - Complete class management including enrollment

Enrollment in TMaRS tracks who's registered for each class session. People can enroll in multiple ways:

  • Self-enrollment - Users register themselves through the user-facing catalog
  • Administrator enrollment - You add people manually using the Add People feature
  • Proxy enrollment - Someone else (like a supervisor or assistant) enrolls them

Enrollment Lifecycle

A typical enrollment goes through these stages:

  1. Registration - Person enrolls or is enrolled (status: Enrolled)
  2. If class is full - Person is automatically placed on waitlist (status: Waitlisted)
  3. Before class - Status remains Enrolled, or person may cancel
  4. After class - Administrator marks attendance (Completed, No Show, Could Not Complete)
  5. Certification - Completed status triggers any course certifications

Tip: When viewing enrollment lists, you'll see a NetID in parentheses under some enrolled people. This shows who enrolled them (e.g., "(jls515)" means jls515 enrolled that person). This helps track proxy enrollments.

Viewing Enrollment

To view who's enrolled in a class:

  1. Navigate to Classes in the sidebar
  2. Find the class in the table and click it
  3. Click the Edit Enrollment button at the top

Understanding the Enrollment Page

Enrollment Overview

Enrollment Overview

The enrollment page shows class information at the top and enrollment lists organized by status below. Each status has its own accordion section showing how many people are in that status.

Only one accordion section can be open at a time. Click on a status header to expand that group and see the people in it.

Enrollment Overview

Class Information Panel

At the top of the enrollment page, you'll see key class details:

  • Course Title - Which course this class is for
  • Course ID - Unique course identifier
  • Class Status - Listed, Cancelled, etc.
  • Currently Enrolled - Shows enrolled count / total capacity (e.g., "2 / 200")
  • Location - Where the class is held
  • Date & Time - When the class takes place
  • Lead Presenter & Facilitators - Who's teaching

Enrollment Accordions

Below the class information, enrollment is organized into collapsible accordion sections by status. Each accordion shows the count in parentheses (e.g., "Enrolled (2)").

Click any accordion header to expand that section and see the people with that status. When you expand a section, any other open section automatically closes.

Enrollment Multiple Status

Working with Enrollment Tables

Each expanded accordion contains a table with enrolled people. The tables use DataTables functionality:

  • Entries per page - Dropdown to show 10, 25, 50, or 100 entries
  • Search box - Filter by name, NetID, or department
  • Sortable columns - Click column headers to sort
  • Pagination - Navigate through pages if you have many enrollments

Each person's row shows:

  • NetId - Their university NetID (with enrolling person's NetID in parentheses if proxy-enrolled)
  • Name - Full name
  • Title - Job title
  • Department - Organizational unit
  • Course Status - Dropdown to change their enrollment status
  • Time Enrolled - When they registered

Adding People to Classes

Adding People to Classes

While users can self-enroll through the catalog, administrators can also manually add people to classes. This is useful for:

  • Enrolling people who requested training via email or phone
  • Required training where you need to enroll specific individuals
  • Bulk enrollment of a department or team
  • Adding people who have enrollment issues

How to Add People

Bulk Enrollment by NetID

To add people to a class:

  1. View the class (eye icon from Classes page)
  2. Click the Add People button at the top
  3. Enter NetIDs in the text area
  4. Click Add People to enroll them

You can add multiple people at once by separating NetIDs with commas or putting each on a new line.

Add People

NetID Format Examples

You can format the NetID list in two ways:

Comma-separated:

dlf95, yjh8, wda64

One per line:

yjh8
wda64
dlf95

The system validates each NetID and adds valid users to the class. If a NetID doesn't exist, you'll get an error for that specific person.

Capacity and Waitlist

When you add people to a class:

  • If spots are available, they're enrolled with status "Enrolled"
  • If the class is at capacity, they're automatically added to the waitlist
  • The class capacity is based on the room's default size or the Seat Override value

You cannot prevent someone from being added to a class (they'll just go to the waitlist if it's full).

Tip: When you add people as an administrator, your NetID appears in parentheses under their NetID on the enrollment list. This tracks who enrolled them, which is helpful for managing required training programs.

Managing Enrollment Status

Managing Enrollment Status

Each enrolled person has a status that tracks their relationship to the class. You can change these statuses individually using the dropdown in their row on the Edit Enrollment page.

All Enrollment Statuses

Enrollment Status List
Status Meaning When to Use
Not Enrolled Person is not registered for the class Removes them from the class entirely
Waitlisted On the waiting list Automatically set when class is full; manually move people here if needed
Enrolled Confirmed registration Default status for registered participants
Participant Canceled the Class Person withdrew themselves When someone cancels their own registration
No Show Did not attend Mark after class for people who didn't show up
Course was Canceled by Admin Admin cancelled the entire class System sets this when you cancel the class
Completed Successfully attended and completed Mark after class for successful participants
Could Not Complete Attended but didn't meet requirements When someone attends but doesn't pass or finish
Removed - Lacks Prerequisites Doesn't meet prerequisites When you discover someone enrolled without required prior training
Admin Test Person - Ignore Test enrollment For testing purposes, excluded from reports
Removed Removed by administrator When you remove someone for other reasons

Changing Status Individually

To change a person's enrollment status:

  1. Go to Edit Enrollment for the class
  2. Expand the accordion containing the person
  3. Find the person in the table
  4. Click the Course Status dropdown in their row
  5. Select the new status

After you change the status:

  • The system saves the change automatically
  • "UPDATED" appears below the dropdown briefly to confirm
  • The person should move to the appropriate accordion section (or refresh the page if they don't appear to move)

About Status Changes

When you change someone's status, they should automatically appear in the correct accordion section. If you don't see them move immediately, try refreshing the page. The system is working to improve this automatic update behavior.

After the Class

After a training session is complete, you need to mark attendance. This is critical for:

  • Tracking who completed training
  • Issuing certifications
  • Compliance reporting
  • Training records

Mark All Enrolled as Completed

The fastest way to mark attendance is to use the bulk completion feature:

  1. Go to Edit Enrollment for the class
  2. Expand the Enrolled accordion
  3. Click the Mark all Enrolled as Completed button
  4. This immediately changes all people with status "Enrolled" to "Completed"
Enrollment Mark All

Tip: Most administrators use "Mark all Enrolled as Completed" first, then individually change the status for anyone who didn't attend or didn't complete. This is much faster than changing each person's status one-by-one.

Marking No Shows and Other Statuses

After using "Mark all as Completed," you can adjust individual statuses:

  1. Expand the Completed accordion
  2. Find anyone who didn't actually attend
  3. Change their status dropdown to No Show
  4. Their status updates and they'll appear in the No Show accordion

Similarly, if someone attended but didn't meet completion requirements:

  1. Find them in the Completed accordion
  2. Change their status to Could Not Complete

Recommended Workflow

Here's the most efficient way to process attendance after a class:

  1. Mark everyone as completed - Click "Mark all Enrolled as Completed"
  2. Note no-shows - Check your attendance sheet or sign-in
  3. Update no-shows - Change their status to "No Show" individually
  4. Update failures - If anyone didn't pass, change to "Could Not Complete"
  5. Verify - Review the Completed accordion to ensure accuracy

Why This Matters

Marking attendance as Completed is how the system:

  • Issues course certifications
  • Tracks training compliance
  • Updates certification expiration dates
  • Generates completion reports
  • Records training history on transcripts

Always mark attendance as soon as possible after a class ends.

Next Steps

Now that you know how to manage enrollments, you can:

  • Generate Reports - Run training history and completion reports
  • Send Communications - Email enrolled participants with updates
  • Export Enrollment Lists - Download PDFs of enrollment for records
  • Monitor Certifications - Track certification expirations and renewals

See the Reports guide for information on generating training records and compliance reports.