In this lesson, you will learn:
- How to access the Edit Enrolment screen from the Enrolment Dashboard.
- How the Edit Enrolment screen contains two sections:
- Edit Enrolment Dates
- Edit Enrolment
- How to update enrolment dates, including the start date, end date, study weeks, and holiday weeks, while ensuring the changes remain valid.
- How to update basic enrolment details within the Edit Enrolment section.
- How to assign or update an Account Manager.
- How to mark an enrolment as an Upsell or Extension.
- How to choose the Enrolment Type and update the Enrolment End Date if required.
- How to add Program Notes using the notes icon.
- How to enable the Orientation requirement and set the orientation date when applicable.
- How to assign the appropriate Package Type for the enrolment.
- How the Application Status Code is used for TCSI reporting.
- How to exclude an enrolment from AVETMISS submission.
- How to assign a Trainer to the enrolment from the dropdown list.
- How the system will automatically assign the trainer to all related subjects within the Training Plan and Result screens if the trainer is already linked to those subjects.
- How to save the changes to apply updates to the student’s enrolment record.
IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.