When a person that is enrolled in one Course Section and needs to be moved into a different Course Section, this can easily be done by modifying the enrollment. You can modify the enrollment from the Enrollment show page or the Course Section show page using the steps below.
Use these steps to move the enrollment by modifying through the Enrollment show page:
- Point to Courses.
- Select Enrollments.
- Search for the name of the person and select the enrollment to be moved.
- Select Modify Enrollment.
- On the left, change the Course Section number to reflect the new Course Section number they are being moved to then select the new course section from the blue box. Note: Ensure the Catalog is the correct one when selecting the course section number.
- Complete any additional details on the Modify Enrollment form making sure to indicate the appropriate price/rate, any adjustments (i.e. pro-rating using a credit), answer any necessary enrollment questions, etc.
- Select Save.
- If additional payment is required or a refund is owed, the system will display a blue banner alerting staff to collect or reimbursing the appropriate amount. Note: If an electronic payment (credit card or ACH/electronic debit) was used for the original enrollment, a refund needs to be issued to the original payment method. You can also issue the refund as a Voucher/system credit or as a paper check issued from your district’s business office.
- Select Process Payment or Process Refund as needed.
Use these steps to move the enrollment by modifying through the Course Section show page:
- Point to Courses.
- Select Course Sections.
- Search for and select the Course Section the person is currently enrolled in.
- Select Show Section.
- From the Enrollments tab, locate the person to be moved and select the Modify option (with the pencil icon).
- On the left, change the Course Section number to reflect the new Course Section number they are being moved to then select the new course section from the blue box. Note: Ensure the Catalog is the correct one when selecting the course section number.
- Complete any additional details on the Modify Enrollment form making sure to indicate the appropriate price/rate, any adjustments (i.e. pro-rating using a credit), answer any necessary enrollment questions, etc.
- Select Save.
- If additional payment is required or a refund is owed, the system will prompt the process of collecting or reimbursing the appropriate amount. Note: If an electronic payment (credit card or ACH/electronic debit) was used for the original enrollment, a refund will automatically be issued to the original payment method. You can also issue the refund as a Voucher/system credit or as a paper check issued from your district’s business office.
- Select Process Payment or Process Refund as needed.
Note: Some screens in the video have recently changed. Please follow the step-by-step instructions when moving any enrollments.