Curriculum
Course: 7. Student Service General
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Curriculum

7. Student Service General

Video lesson

Edit Enrolment

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.