Bulk Enrollment Overview
KMx allows administrators to enroll multiple learners into an existing eLearning course using the Batch Enroll Members feature.
The key identifier used for this process is the learner's Directory Services ID, which is typically the employee ID.
1Locate the Course
Open Review eLearning Enrollments and select the course into which learners will be enrolled.
2Enter Learner IDs and Enrollment Settings
Enter the learners' Directory Services IDs, select the enrollment status and date, then submit the batch.
Important: Check the IDs Before SubmittingEnsure that each Directory Services ID is correct and that there are no trailing spaces after the final ID.
An extra space or blank entry may cause problems when processing the enrollment batch.
Before You Begin: Locate Learner IDsYou will need the Directory Services ID for every learner you want to enroll.
These IDs can typically be obtained by running the List of Learners report in KMx.
You can prepare your list of IDs in Microsoft Excel, then copy and paste the values directly into the batch enrollment form.
1
Open eLearning Enrollment Administration
From the KMx administration home screen, select the Courses tab.
Under the Courses dropdown menu, select Review eLearning Enrollments and click Next.
2
Select the eLearning Course
On the following screen, select the course into which you want to enroll learners from the available dropdown menu.
Verify that you have selected the correct course.
Select Batch Enroll Members to open the bulk enrollment form.
3
Enter Directory Services IDs
On the Batch Enrollment form, copy and paste the Directory Services IDs for the learners you want to enroll.
Enter one learner ID per line.
Important: Remove Trailing Spaces Make sure there are no trailing spaces after the final ID.
Your cursor should be positioned immediately after the last character of the final Directory Services ID, with no additional spaces or blank lines following it.
Tip: Preparing IDs in ExcelPlace each Directory Services ID in its own Excel cell in a single column.
Copy the selected IDs and paste them into the KMx batch enrollment field.
Review the pasted data before submitting to make sure the IDs are correctly formatted.
4
Configure and Submit the Enrollment
After entering the learner IDs, select the desired Enrollment Status using the dropdown menu.
Select the appropriate Enrollment Date.
Review Enrollment Status Carefully Make sure the selected enrollment status reflects the intended training record.
Do not mark learners as completed unless their completion has been verified.
Once the IDs, enrollment status, and date have been reviewed, click Submit to process the enrollment batch.
Verifying the Enrollment Results
Recommended: Verify the BatchAfter submitting the batch enrollment, review the course's enrollment records to confirm that the expected learners have been enrolled.
Check the enrollment status and date where applicable.
If any learners are missing, review the submitted IDs and any processing messages.
Bulk Enrollment CompleteOnce the enrollment batch has been submitted and the resulting learner records have been verified, the process is complete.
Any unsuccessful or missing enrollments should be reviewed and corrected as needed.