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Enrolling in an Education Tracking Class

Complete the following steps to enroll in an Education Tracking Class:

  1. From the Action section> Employee card, click the Class Enrollment icon.

    OR

    From the Employee section> Employee record> Employee Actions, click the Class Schedule button.

    The Class Enrollment Search screen is displayed.

  2. Enter search criteria into the selected fields to find a class scheduled for a specific course, time frame, enrollment status, etc. For more information, see the Action section> Employee card> Class Enrollment screen> Class Enrollment Search.
  3. From the search results, select the check box at the left for the appropriate class(es) and click one of the record folders.

    Class information displays for a selected class. An information box at the top of the screen also displays any prerequisite courses and status information, and any schedule conflicts between this class and existing schedules and classes.

    The system verifies that the employee has successfully completed or is scheduled to take any prerequisite courses/competencies before the date of the class. Depending on the authorization level of the employee, he or she may not be able to register for the class if the prerequisite is not already completed or scheduled.

    More About Prerequisite Override Authorization

    Depending on the Enrollment Method of the class, either the Enroll or the Request Enrollment button is enabled. Note: These buttons are disabled (grayed out) when there are schedule conflicts with the indicated class or if the employee is not eligible to enroll because of the status of the prerequisites.

  4. If this is a request for enrollment a Reason can be entered for submitting the request to take the class.
  5. Click the button displayed to add the class to the roster.
  6. Click the Save button at the bottom of the screen.

    The system verifies that the enrollment is submitted during the allowed time frame. If the employee tries to enroll too early or too late, an error message is displayed. Note: For more information on these parameter settings, see Feature Configuration Set Up> Education Tracking> Organization Unit Parameters.

  7. Use the Class Enrollment Navigator to scroll to the next or previous class. Repeat steps 3-6 for each class.

    Note: Certain schedule conflicts prevent the employee from enrolling in a class. For example, enrollment is prevented if an employee is scheduled to instruct another class at the same time as the selected class. However, enrollment is allowed and a notification is sent to the employee that there are overlapping classes scheduled if an employee is scheduled as an attendee for another class at the same time.

The following related topics are available:

Withdrawing From an Education Tracking Class

Searching for Enrolled Classes

Reason

Free-form text field to enter the reason for wanting to take this class. This field is only visible when an enrollment request is created.