TOPICS
- Overview
- Manual Enrolment
- Self Enrolment
- Flat File Enrolment
- Category Enrolment
- Cohort Sync
- PayPal Enrolment
- Audience Sync
- Program Enrolment
- Seminar Direct Enrolment
- Learning Plan Enrolment
- Lamda Store Enrolment
Overview
Enrolment, or 'enrollment', is the process of marking users as participants in the course, in other words assigning them a role such as student or teacher.
Enrolment methods allow users/learners to be added to a course so they can view and possibly participate. There are a large number of course enrolment methods available with Lambda Learn. Before they can be used all enrolment method plugins must be enabled by a Site Administrator by going to Site Administration > Plugins > Enrolments > Manage enrol plugins.
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The following list are the commonly used enrolment methods:
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- Click on Administration > Site administration > Plugins > Enrolments > Manage enrol plugins.
- Click on the enable checkboxes opposite your chosen enrolment plugin(s). If you wish, you may choose more than one enrolment method. For example if you have some courses which students must pay for and some free courses, you can use PayPal and self enrolment.
- Click the "Save changes" button.
- Click the settings link opposite the enrolment plugin(s) you have chosen.
- Configure the required settings and click the "Save changes" button.
- Repeat until you have edited all the plugins you have enabled.
The order in which enrolment plugins are applied can be set. This may be important for some plugins. It also affects the order of enrolment options on the course enrol page.
Manual Enrolment
Site-wide settings for manual enrolment, including enabling or disabling manual enrolment as well as other default settings for new courses, may be set in Site administration >Manage enrol plugins.
As a Site Administrator you can configure a number of site-wide default settings for the manual enrolment method.
- Enrolment expiration action - specifies what happens when user enrolments reach expiration date.
- Hour to send enrolment expiry notifications - specify hour for sending expiration notifications.
- Add instance to new courses- if this is enabled, then whenever a new course is created, manual enrolments will automatically added to new courses.
- Enable manual enrolments - this specifies if enrol instances are enabled by default in new courses, it is strongly recommended to keep this setting enabled.
- Default role - this sets the default role, which is normally student and may be altered by a teacher in a course.
- Default enrolment start - this feature sets the time for when students are enrolled in a course. The default is 'Now', but it can also be set to 'Today' and 'Course start'.
- Default enrolment duration - this sets the default length of enrolment in new courses.
- Notify before enrolment expires - specifies if teacher or optionally students should be notified before the expiration.
- Notification threshold - specify how many days should be users notified before the enrolment expiration.
NOTE
Please note that option "Unenrol user from course" purges grades, group memberships, preferences and other user related data from the courses.
How to Manually Enrol Users in a Course
When manual enrolment is enabled, the Teacher, Instructor or Editing Trainer of the course can manage individual or collective enrolment to their course themselves. To manually enrol a user follow these steps:
- Go to Course administration > Users > Enrolled users.
- Click the Enrol users button at the top right or bottom left of the page.
- From the Assign roles dropdown choose the appropriate role.
- Select enrolment options as required.
- Browse or search for the user.
- Click the Enrol button opposite the user. The user will indent in the list and the enrol button will disappear, indicating that the user is enrolled.
- When you have finished, click the Finish enrolling users button.
The user will then appear in the list of enrolled users and will no longer be available in the search list.
Self Enrolment
This allows users to enrol themselves into a course, either directly or via an enrolment key (course password). The trainer does not then have to manually add learners. More than one instance of the self enrolment method can be used so that when users enrol themselves they are assigned different roles e.g. certain users can be assigned the role of student and other users can be assigned the role of non-editing trainer.
For more information on course self-enrolment see Setting Up Course Self-Enrolment.
To change settings open the Administration menu and navigate to Plugins > Enrolments > Self enrolment. Choose options for defaults that admin can set:
Flat File Enrolment
The flat file enrolment plugin allows bulk enrolment management (enrol or unenrol) of existing users in existing course via a CSV file.
The file is processed by the Flat file enrolment sync scheduled task and then deleted.
The file should include action, role, user ID number, and course ID number; start time and end time are optional fields. Details of the file format are shown on the flat file settings page Site administration > Plugins > Enrolments > Flat file (CSV).
Enabling Flat File Enrolment
- Go to the Administration >Plugins > Enrolments > Manage enrol plugins and click the eye icon opposite Flat file (CSV). When enabled, it will no longer be greyed out.
- Click the Settings link.
- Configure as required (see details of settings below).
- Click the Save changes button.
For more information on flat file enrolment, see Upload & Manage Users Using a CSV Text File.
Category Enrolment
If you wish for a user to have access to all courses within a certain category then you can use the category enrolment method. This is done at the category level and the enrolment will then be inherited by all courses in the category.
To enrol a user in a category follow these steps:
- As a Site Manager or Site Administrator, go to the category you want to add the user to.
- Then go to Administration > Category > Assign roles.
- Click the Enrol users button at the top right or bottom left of the page.
- From the Assign roles dropdown choose the appropriate role.
- Select enrolment options as appropriate.
- Browse or search for the user.
- Click the Enrol button opposite the user. The user will indent in the list and the enrol button will disappear, indicating that the user is enrolled.
- When you have finished, click the Finish enrolling users button.
The user will then appear in the list of enrolled users and will no longer be available in the search list.
Cohort Sync
Cohort sync is for automatically enrolling members of a cohort in a course. If a user is added or removed from the cohort, they are automatically enrolled or unenrolled respectively. In other words, cohort sync synchronises cohort membership with course enrolment.
NOTE
In order for the 'Cohort sync' option to show up here, at least one Cohort must exist and be available at either the site level or the category level in the category the course is in. If there are no Cohorts available, then this option will not appear in the pull down list.
Enrolling a Cohort in a Course
To enrol a cohort in a course:
- Go to Course administration > Enrolment methods and select 'Cohort sync' in the dropdown menu.
- Choose the required cohort and then click the 'Add method' button.
Teachers can add cohorts to courses by default but a manager or admin can hide certain cohorts from teachers by unchecking the 'Visible' box in the Cohort settings or by clicking the 'eye' icon on the Cohorts screen.
Enrolling cohorts this way means that if members are added or removed from the cohort they are added or removed in the course too - ie, enrolment is synchronised.
When synchronising a cohort it is also possible to automatically add all cohort members to the group. A new group can also be created when adding the cohort.
PayPal Enrolment
The PayPal enrolment plugin allows users to pay for courses and then be automatically enrolled.
An administrator can enable PayPal file enrolment as follows:
- Go to Site administration > Plugins > Enrolments > Manage enrol plugins and click the eye icon opposite PayPal. When enabled, it will no longer be greyed out. Manual enrolment must also be enabled, since the PayPal plugin requires it.
- Click the settings link, configure as required, then click the 'Save changes' button.
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- PayPal business email - This setting is case sensitive and must exactly match that in PayPal
- Default role assignment - This means the role that a new user will automatically be given in a course when they purchase access. Usually this would be "student" unless you have a special reason for choosing another role. As for other default settings, it may be overridden in individual courses.
Course Settings for PayPal
- Go to Course administration > Users > Enrolment methods.
- Make sure PayPal has its "eye" opened:
- Click the edit icon to the right of the PayPal option.
- Ensure that "Allow PayPal enrolments" is set to "Yes"
- In "Enrol cost", type in the cost of your course and in "Currency" choose your currency.
- Usually you would leave the "Assign role" as "Student" unless you have a very special reason for allowing your users to enrol as, say, editing teachers etc
- Choose an enrolment period and/or start/end dates if desired.
- Click the "Save changes" button.
Audience Sync
The Audience Sync enrolment plugin allows you to make a course available to a specific audience (site wide user groups) in your system.
To add the audience sync enrolment method to a course, from within the course follow these steps:
- Go to Course administration > Users > Enrolment methods.
- From the Add methoddropdown list select Audience sync.
- For the Audience setting select which audience you wish to sync and configure the optional settings.
- You can optionally select a group from the Add to group dropdown, or select Create new group to add the audience to a new group.
- Click Add method.
Any members of that audience will now be enrolled on the course and unenrolled if they are removed from the audience.
You can go to Course administration > Users > Enrolment methods and click the edit icon alongside the Audience sync method to change any of the optional settings but not the audience.
You can add multiple audience sync enrolment methods on a single course for different audiences.
NOTE
Learning will be made available immediately to new users once they've self-registered. Audience membership as well as audience-based enrolled learning (i.e. course enrolment and certification/program assignment) will occur before new users first log into the platform.
For existing users, audience membership and enrolment will occur when the relevant cron runs.
Program Enrolment
User has been enrolled by enrolling in a program or certification. This enrolment method is not setup within a course as other methods are, instead courses are enrolled on when program or certification rules allow.
Seminar Direct Enrolment
Allows users not enrolled in a course to sign up to a seminar event and enrols them in the course.
When enabled for a course the Seminar direct enrolment plugin allows users not enrolled in a course to sign up to a seminar event. By signing up to the seminar event the user will be automatically enrolled into the course and will be given access to all other activities contained within the course.
NOTE
Where manager approval is required for seminar event sign up, the user will need to wait for this approval to be granted before gaining access to other activities.
The amount of enrolments displayed on the course page is controlled by two settings:
- Site level: Under the Administration > Plugins > Enrolments > Seminar direct enrolment plugin where an admin can set a default value for all courses with Seminar direct enrolment method.
- Course level: Under an individual course's seminar direct enrolment method where admin can set a different value.
The values are: All (default), 2, 4, 8, and 16 for both settings.
If you disable the seminar direct enrolment method, the users who are only enrolled by this method will have their enrolment disabled, but will remain enrolled in the course and specific sessions etc. They would then need to be enrolled with an alternative enrolment method e.g. self-enrolment, manual enrolment etc.
Deleting the seminar direct enrolment method, will mean that users who are only enrolled by this method will be unenrolled from the course. This will remove activity and course completion information from the course as well as removing them from specific seminar events. They would then need to be enrolled with an alternative enrolment method e.g. self-enrolment, manual enrolment etc.
Learning Plan Enrolment
The Learning Plan enrolment module restricts interactive enrolment in courses. Where a course uses the Learning Plan enrolment plugin to manage interactive enrolments, only users who have the course listed as an approved component as part of an approved learning plan are permitted to self enrol.
Lambda Store Enrolment
Allows users to be enrolled into courses from the Lambda Store.
For more information on how to add and manage courses to your Lambda Store catalogue, see topics on Adding Lambda Learn Courses to Your Store Website.