22. Enrol to course requirements
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A role or competence group may require that one or more courses must be completed. Read more about competence requirements.
To close competency gaps on course requirements, you can enrol users by clicking the button Enrol to course requirements. This is relevant for users that were not enrolled when they were assigned a role or competence group, for users with course completions that will expire within the coming period, and for other users who lack the enrollment for course requirements.
Note that you can only enrol in the courses from the course catalog on Trainingportal, and to courses that are set as requirements for roles and competence groups.
You can perform this action at the start page for the tab Competence, and from the tab Users for a role or competence group, if courses are part of the requirements. If courses are not a requirement, you will not see the button.
Enrol to course requirements from a role or competence group
- Go to the Competence tab
- Go to a role or competence group
- Click the button Enrol to course requirements.
You will now enter a workflow with three steps:
- Find users that need enrollment
- Select all users, all users in selected organizational unit, or individual users.
- You can exclude inactive users.
- Select all, or specific, roles and competence groups.
- If you select specific roles and competence groups, the users will only be enrolled to the course requirements in these.
- Tick the box to only show mandatory course requirements. Read about mandatory and not mandatory requirements here.
- Filter on status.
- Select all course requirements, or those who will expire within the next 1-6 months.
- Select all users, all users in selected organizational unit, or individual users.
- Select users
- In this step you can see users based on your selected filter in step 1.
- In the column "Name" you can see which course the user can be enrolled to. In the column Role/ Competence group you can see where the course is set as a requirement.
- Tick the users you would like to enrol. Note that a user will be listed multiple times if the user needs enrollment to several course requirements.
- Confirm
Enrol to course requirements from the user profile
- Go to the Users tab
- Find the user and click the name to go to the user profile.
- Look in the Competence requirements tab. If you need to enrol to courses, you'll see a plus sign inside the colour code for the competence.
- Click the plus sign inside the colour code to enrol the user in the course requirements.
You will now enter a workflow with two steps:
- Select the requirements you'd like the user to be enrolled in and click Next.
- Confirm the enrolments by clicking Finish.