Manually Enrolling Learners in a Training Plan

Document created by 2261986 Support on Jul 6, 2017Last modified by 6185246 on Sep 8, 2018
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Manually Enrolling Learners in a Training Plan

The next step after creating your training plan is to enroll your Learners into the training plan. The Relias LMS is designed to do much of the work for you when it comes to assigning due dates and defining reporting windows.  Even so, you may want to override some of the default settings, and you can do so with Manual Enrollment.


Before accessing the training plan enrollment screen, you will need to choose the training plan that will be used to enroll the Learners. You can access the enrollment for a training plan by selecting the blue graduate next to the training plan title.



At the top of the screen, you will see a +Show Details link.  This link will show you an overview of the settings currently associated with the training plan, and if you determine that you need to make any changes to the training plan properties, you can click on the Modify button to the right.

Beneath the Training Plan Properties section will be the Currently Enrolled section.  If Learners are already actively enrolled in the training plan you chose, you will see a list of those Learners on the screen.  Notice that each Learner has a defined Reporting Start Date (if it was assigned within the training plan properties).  The Reporting Start and End Dates listed will let you know the dates that a module must be completed in order to count toward the training plan requirements as it relates to each Learner.


To begin enrolling Learners into the training plan, simply click on the "Enrollment" tab.  On this new page, you can search for the Learners you want to enroll, and set their initial due dates.  You can click the + Filters button to narrow down your Learners by user demographic parameters.  For example, you could look for all Learners assigned to a specific department who were hired in 2009 or who are in a specific department.



After you have found the Learners you want to enroll, check the boxes next to their names (you can also click the topmost check box to select "All Users" who fit the parameters you have selected). 


Once you have selected your Learners, it is important to determine whether you wish to keep the initial due date (as determined by the training plan's properties), or assign a new one.  This date will determine when each module within the training plan should be due.  This option will not appear if you are using a Fixed- Recurring training plan, as that will have hard due dates determined for each module. 




Please note: If a Learner is assigned the same module in multiple training plans, Relias will enroll the Learner with the most aggressive due date and recurrence cycle.


You can either use the same initial due date for all Learners, or use each Learner's hire date as the due date.  Please be aware that if you do use hire date for your default, Relias will take into account both the day and year the Learner was hired when setting the initial due dates.  It is also important that you have hire dates entered for your Learners if you wish to use this option.  


Please note:  The system will not allow you to assign a module through a training plan and make it overdue.  If a Learner's hire date has long since passed, the training plan will be due 30 days after enrollment for that Learner.


Once you are satisfied that you have chosen the correct Learners and chosen the appropriate Initial Due Date(s), simply click Enroll.

If you need to remove Learners from a training plan, simply select the Learner name on the roster screen and choose Unenroll.  The Learner will automatically be removed from all training associated with that training plan.  If the Learner is in enrolled in the module through a different training plan, that instance of the module will remain on their training.



To get back to the Knowledge Base and the master list of topics, please click here: The Relias Platform How-To-Manual