How to Bulk Enrol Existing Students

How to Bulk Enrol Existing Students

Idea
Overview

In this tutorial, we will guide you on how to enrol existing students in the Student Management System to another course in bulk. This will help users quickly enrol multiple students without having to do manual, individual enrolments.

Info
Important Note: Bulk Enrol button within the Reports section does not support Funded Programs / Program Instance with Contracts.

Notes
Step Tutorial
  1. Login to your SMS and go to Reports
  2. Go to the Enrolment Report Tab
  3. Use these fields to specify the commonalities among students that you wish to bulk enrol. For this example, we will pick students with enrolment dates that started last month.
    You may refer to this tutorial to know more about the different fields: How to Generate an Enrolment Report in the SMS
  4. Once the fields are in place, click the Search button to display your report.

    For steps 1-4, refer to the image below:


  5. You can narrow down the results of the report with any of these filters.


  6. For this instance, we will use the Group filter. 
  7. Select the students that you would enrol to a different program.
  8. Scroll up and click Bulk Enrol.

    For steps 6-8, refer to the image below:


  9. Fill in the required fields. You may also fill in the other fields if applicable.
  10. Click the Bulk Enrol button.

    For steps 9 and 10, refer to the image below:

That's it! You have enrolled bulk existing students to a different program.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au