How to Enroll a Learner in Custom Events in SimpliTrain

How to Enroll a Learner in Custom Events in SimpliTrain 

Enrolling learners in a custom event within SimpliTrain is a straightforward process. Follow the steps below to ensure a smooth enrollment.

Steps to Enroll a Learner in a Custom Event 

  1. Access the Custom Event 

1. Navigate to the Custom Event Detail Page of recently created custom event Click on the “Create Enrollment” (1) option. 
2. This will redirect you to the Create Enrollment page, 

  2. Select the Learner 

1. Click on the “Choose” (2) button to open the Learner Selection List. 
2. Use the search functionality to locate the learner’s profile. 
3. Select the learner you wish to enroll in the custom event. 

  3. You can see the recently created custom event name (3) will already be pre-filled 

  4. Set Enrollment Status 

1. From the dropdown menu, choose the appropriate Enrollment Status (4). 
2. Options may include: 
3. Requested: The learner has requested enrollment. 
4. Waitlisted: The learner is on the waiting list. 
5. Approved: The learner’s request has been approved. 
6. Enrolled: The learner is fully enrolled in the event. 

  5. Finalize the Enrollment 

1. Review all details entered to ensure accuracy. 
2. Click the Save button to complete the enrollment process.