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Training

Enrollment Management

Published on 01/25/19 by jose.vega@safetyspot.com
Release 2

For training and certifications to run smoothly, it is important to have access to and manage enrollment. In the Trainer Management module, managers, trainers, and administrators have access to a full list of all enrolled users, including enrollment details and contact info. This step-by-step guide will help you navigate through the Trainer Management to manage enrollment details.

Changing Sessions of Enrolled Users

If a user needs the session they are enrolled in changed for any reason, this can be done in the Trainer Management section.

Step 1

Go to the Training Center from the menu on the left.

Step 2

Click on the blue Trainer Management button in the top, right corner.

Step3

Go to the training course you'd like to manage and click on Enrollment.

This takes you to a list of all enrolled users.

Step 4

By clicking on Show Details, additional info for this user can be viewed, including session and contact info.

Step 5

Go to Session Enrolled and select the appropriate session in which you'd like to enroll this user in.

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Contacting Students

In the Enrollment section of Trainer Management, information of each user can be found, such as phone number and email. This is useful if a trainer or manager needs to contact a student directly.

Step 1

Go to the Training Center from the menu on the left.

Step 2

Click on the blue Trainer Management button in the top, right corner.

Step 3

Go to the training course you'd like to manage and click on Enrollment.

Step 4

Now there is a list of all enrolled users. By clicking on Show Details, additional info, such as contact information, can be viewed. The user's phone number and email will be shown here.

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View Payment Details and Issue Refunds

You may need to view the payment details/history of a student, or issue a refund. This can also be done in enrollment management.

Step 1

Go to the Training Center from the menu on the left.

Step 2

Click on the blue Trainer Management button in the top, right corner.

Step 3

Go to the training course you'd like to manage and click on Enrollment.

Step 4

From this list of enrolled users, click on View Details of the user in which you need to view/manage payment details.

Step 5

Scroll down to view payment details, and if necessary click Refund Payment to issue this user a refund for this course.

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