Adding or Removing a Learner from a Class

Step-by-step instructions for managing class enrollments and learner rosters in KMx.

Class Roster Management

As an administrator, you can manually add learners to a class or remove learners who are already enrolled.

Both procedures begin by locating the correct Class Record and opening its Class Roster.

Part 1: Adding a Learner

Open the Class Roster, click Add, locate the learner, and click Done.

Part 2: Removing a Learner

Select the learner from the existing roster, click Next, and then Delete.

Before You Begin

Make sure you have identified the correct course and scheduled class session before modifying enrollments.

Part 1: Adding a Learner to a Class

Open the Class Administration Area

From the main KMx administration menu, select the Courses button on the left navigation panel.

From the Classes dropdown menu, select Review a Class Record and click Next.

Locate the Course and Class Session

Locate the desired Course Title and the specific Class instance.

After selecting the correct course and class session, click Next.

Tip:

If the course has multiple scheduled classes, verify that you are selecting the correct class occurrence before continuing.

Open the Class Roster

On the Class Record, locate the option for Class Roster.

Select this option to review the learners currently enrolled in the class.

Class Roster:

The Class Roster is where administrators can view existing enrollments, add new learners, and remove enrolled learners.

Add a New Learner

A new window will display the learners currently enrolled in the class.

To enroll an additional learner, click the Add button.

Locate and Select the Learner

Use one of the available methods to locate the learner you want to enroll:

Select the learner from the available dropdown list.
Use the magnifying glass lookup option.
Click the Search button to locate the learner.

After locating and selecting the correct learner, click Done.

Verification:

After adding the learner, review the Class Roster to confirm that the learner appears in the enrollment list.

Part 2: Removing a Learner from a Class

Important: Verify Before Removing an Enrollment

Before deleting a class enrollment, confirm that you have selected the correct learner and class.

Removing an enrollment may affect the learner's class participation or training records, depending on the system configuration.

Select the Learner to Remove

Open the Class Roster for the appropriate Class Record, following Steps 1 through 3 above.

From the list of currently enrolled learners, select the learner whose enrollment you want to remove.

Click Next.

KMx select an existing learner enrollment

Delete the Class Enrollment

The selected learner's enrollment record will open.

Scroll to the bottom of the window and click Delete to remove the enrollment.

Before Clicking Delete:

Confirm that the learner and class enrollment are correct.

After completing the removal, return to the Class Roster and verify that the learner no longer appears as enrolled.

Class Roster Management Checklist

Use the checklist below to confirm your changes.

Correct Class Selected - The course and scheduled class session were verified.

Correct Learner Selected - The learner's identity was confirmed before making changes.

Enrollment Updated - The appropriate Add or Delete action was completed.

Roster Verified - The Class Roster was reviewed to confirm the expected result.

Class Roster Update Complete

Once the learner has been added or removed, review the Class Roster to confirm that the enrollment change was completed successfully.

Article ID: 21, Created: 11/21/2017 at 9:17 AM, Modified: 10/29/2026 at 9:59 AM