Add Students to a Training Program

You can add one or more students to a Training Program, which allows you to then track the progress of all courses within the Program.

Step by Step

To add one or more students to a training program, complete these steps:

1. 1. Navigate to the Students list, click the Enroll a Student dropdown, and select Add to Program. The Add to Training Program view is displayed.
      
      
      • Note: Alternatively, you can access Add to Training Program by navigating to the Course Enrollments page of a student’s profile and clicking the Enroll dropdown button.
   2. Select the student(s) or group you want to add to the program. Select the training program to add them to. Select a timeline, if desired. Enter an expected start date and an expected end date for completion of the entire program, if desired. Click Save and Next to save your changes and move to the next step. Click Save and Close to save your changes and skip other steps. The students are now added to the training program. 
      
      
      • Notes:
        • Students can only be added to one training program at a time.
        • Students can only be added to Live training programs.
   3. If you clicked Save and Next, then the Enroll in Course tab is displayed. The students or group you selected on the Add to Program tab are selected by default. The first course in the program is selected by default (you can change this if needed). Complete all other fields as needed. Click Save and Next to save your changes and move to the next step. Click Save and Close to save your changes and skip other steps. The students are now enrolled in the course. (See Enroll a student in a course for more information about the enrollment process.) 
      
      
      • Notes:
        • If you are not yet ready to enroll students in a course but still want to add them to a billing package, then click Skip.
        • If the selected course has a new version available, then the students will be enrolled in the latest version. See Course Versioning for more information about course versions.
   4. If you clicked Save and Next, then the Add to Package tab is displayed. The students or group you selected on the Add to Program tab are selected by default. Complete all other fields as needed. Click Save and Close to save your changes and complete the workflow. The students are now added to the billing package. (See Manage Customers in a Package for more information about billing packages.)
      
      • Note: If only one student was selected, then a Save and Add Invoice button is available. Clicking this button will add the student to the package and open a new invoice with the billing package selected by default.

Permission Needed

• You must have the permission Add Student Enrollments in order to access the Add to Program workflow.
• You must have the permission Manage Invoices in order to add students to Billing Packages as part of the Add to Program workflow.
• You must have the permission Add Invoices in order to access the Save and Add Invoice option.

Related Articles

• See Set Up Training Programs for information about creating and managing training programs.
• See View and Manage Students in a Training Program for information about viewing, editing, and removing students in a training program.
• See Track Training Progress within a Program for information about progress data points related to training programs.