Two Ways to Use Batch Enrollment
As an administrator, you can use the Batch Enroll Members feature to add multiple learners to a class using their Directory Services IDs.
The same feature can be used for two different purposes:
1Option 1: Enroll Learners for Upcoming Training
Use this option when learners need to be enrolled in a class they have not yet attended.
Select the appropriate incomplete enrollment status, such as Not Complete.
2Option 2: Record Completed Training
Use this option when learners have already attended and successfully completed the class.
Set the Enrollment Status to Completed Satisfactorily to record their completion.
Important: Verify Enrollment Status The status selected during batch enrollment determines whether learners are recorded as having completed the class.
Only select Completed Satisfactorily when successful attendance and completion have been verified.
Before You BeginEnsure that you have the Directory Services ID for each learner you want to enroll.
This is usually the learner's employee number, depending on your organization's configuration.
You must also identify the correct course and class session before beginning batch enrollment.
1
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.
2
Select the Course and Class Session
Locate the desired Course Title and select the specific Class instance where the learners will be enrolled.
Click Next to continue.
Tip:If the course has multiple scheduled class sessions, verify the correct class date and location before proceeding.
3
Open Batch Enroll Members
On the selected Class Record, locate and select the Batch Enroll Members option.
This opens the form used to enroll multiple learners at the same time.
4
Enter Learner IDs and Enrollment Settings
On the Batch Enrollment form, enter the Directory Services IDs for the learners you want to enroll in the class.
Enter each learner's ID on a separate line.
Complete the remaining enrollment settings based on the intended outcome.
| Setting | Description |
|---|
| Directory Services IDs | Enter the ID for each learner to be enrolled, one per line. |
| Enrollment Status | Select Not Complete for learners who still need to attend, or Completed Satisfactorily for those who have already successfully completed the session. |
| Enrollment Date | Select the appropriate enrollment date. |
| Attendance Verified | Set according to whether the learner's attendance has been verified. |
| Override Supervisor Approval | Configure this option if applicable and authorized for your organization. |
Check Your Settings Before Submitting Confirm that the Directory Services IDs are correct, that the intended class is selected, and that the enrollment status accurately reflects each learner's training.
In particular, avoid assigning Completed Satisfactorily to learners who have not yet completed the training.
Once all information has been entered and reviewed, click Submit to process the batch enrollment.
Verifying the Batch Enrollment
Recommended: Review the Class Roster After submitting the batch enrollment, return to the Class Record and open the Class Roster.
Verify that the intended learners appear in the class enrollment list.
If you recorded training as Completed Satisfactorily, also verify that the completion status is reflected correctly.
Batch Enrollment Process CompleteOnce you have submitted the batch enrollment and verified the results, the process is complete.
Learners will have the enrollment status selected during the batch process, subject to successful processing by KMx.