Managing Waiting Lists

These topics discuss how to add students to waiting lists and enroll students automatically.

Page Name

Definition Name

Usage

Create/Update Course Wait List Page

COURSE_WAIT_LIST

Add students to waiting lists and assign the enrollment status.

Course Waitlist Details

CRSE_WAITLIST_SEC

Click the student's name on the Create/Update Course Wait List page.

View details of the course or course session for which the selected student is wait-listed.

Course Session Auto Enrollment Page

COURSE_AUTO_ENROLL

Enroll students in a course session automatically.

Use the Create/Update Course Wait List page (COURSE_WAIT_LIST) to add students to waiting lists and assign the enrollment status.

Navigation:

Administer Training > Student Enrollment > Create/Update Course Wait List > Create/Update Course Wait List

This example illustrates the fields and controls on the Create/Update Course Wait List page. You can find definitions for the fields and controls later on this page.

Create/Update Course Wait List page

You can add employees and nonemployees to a waiting list. Insert additional rows to add students.

Field or Control

Description

Name

Displays the name when you select the employee ID. Click the student's name to access the Course Waitlist Details page and view more information about the selected course session.

Attendance

Values are:

Crse Wait: Enroll the student in any session of the course that becomes available. You haven't set up any open sessions for the student to request.

Sessn Wait: Wait-list the student for a particular course session. To select this status, you must have created the session in the Course Session table and given it a status of Active. Students with a Sessn Wait status have priority over students with a Crse Wait status.

Note: For multilingual courses, you must use Sessn Wait and select a session in the student's language.

Letter Code

Displays a default letter code according to the student's waiting list status. For wait-listed students, the letter code is WTC; for session wait-listed students, it is WTS. If you've created waiting list form letters, you can generate the letters once you save the information that you've entered on this page. Create letter codes on the Standard Letter Table page.

Waitlist Dt (wait list date)

Displays the wait list date. You can override this value if the student has requested the course on a different date. The system uses this date to enroll students, from the oldest date to the most recent.

The system sorts students by session number in ascending order. Within each session, it sorts students by status (session wait list first and course wait list second), wait-list date, and ID. Nonemployees appear after employees, using the same sort sequence. The system also uses this sequence for automatic enrollment.

Session Nbr

Enter a session number if you selected an attendance value of Sessn Wait. When you leave this field, the system completes the Start Date, Facility, and Language (if it's a multilingual course) fields.

Status Date

Displays the system date, usually the current date.

Use the Course Session Auto Enrollment page (COURSE_AUTO_ENROLL) to enroll students in a course session automatically.

Navigation:

Administer Training > Student Enrollment > Course Session Auto Enrollment > Course Session Auto Enrollment

This example illustrates the fields and controls on the Course Session Auto Enrollment page. You can find definitions for the fields and controls later on this page.

Course Session Auto Enrollment page

Before you can enroll students in course sessions, you must have already created the session in the Course Session table, given it a status of Active, and entered a maximum number of students per session.

If you've set up lists for students who are waiting for courses or sessions, you can streamline the enrollment process by using automatic system enrollment.

When a student is automatically enrolled and you've given the student a status of Sessn Wait for several sessions of a course and one status of Crse Wait, the system deletes all the other data rows on the waiting list for this student for this course.

Note: If you're managing training budgets, the Course Auto Enroll process links costs to the appropriate department and demand in the Budget Training business process. This isn't necessarily the department in which the employee works, as specified on the job record, but it is the department to be billed for the employee's training costs.

Auto-Enrollment

Field or Control

Description

Session Nbr

To start automatic enrollment, enter a session number.

When you move out of the field, the system issues one of two messages:

  • If the session is full, then the message says that the session is overenrolled. Click OK and select another session number, or click Cancel.

  • If the session isn't full, the message indicates how many slots are available in the session. Click OK. The system enrolls students up to the maximum number allowed for the session, as shown in the Max Students (maximum number of students) field.

The system first enrolls students with an acceptance field value of Sessn Wait(session wait) where the Sessn (session) field value matches the selected session number.

Attendance

When you first access this page, the Attendance group box displays all employees and nonemployees who are on the session waiting lists or the course waiting list. Students are sorted using the same sequence as on the Create/Update Course Wait List page.

Once you select a session number, the system updates student details. All students who are enrolled in the course session have a status of Enrolled. The system also displays a letter code value of CON, so that you can generate form letters informing students of their enrollment.

Once you've saved the Course Session Auto Enrollment page, you can move to the Enroll Individually page to make any adjustments to the enrollees in this session.