Sector: Batch Management

Add Trainees to a Batch

To Add Trainees to a Batch click on “Batches” and “View Batch” on the Top Menu Bar, then click on the relevant Batch Name to view the list of Trainees that are already present in the Batch. Then click the Plus “+” Sign and select the Trainees you would like to add to the Batch and click "Submit".
Additional Info: When a Trainee is added to a Batch, he/she will automatically get enrolled to the Course or Courses that the Batch is enrolled to. The start and end date of the Trainees’s Course Enrollment will be the same as the start and end date of the Batch’s Course Enrollment.
Note 1: If the Trainee being added to the Batch was already enrolled to the Course prior to being added to the Batch and his/her Course Duration is not completed, then he/she will get re-enrolled to the Course. The start and end date of the Trainee’s Course Enrollment will be the same as the start and end date of the Batch’s Course Enrollment.
Note 2: If the Trainee being added to the Batch was already enrolled to the Course prior to being added to the Batch and his/her Course Duration is completed, then he/she will get not get re-enrolled to the Course.

Create a Batch

To Create a New Batch click on “Batches” and “Add Batch” on the Top Menu Bar, then enter the Batch Name (mandatory) and Description (optional) fields and click “Submit”.
Additional Info: Batch Name should be unique. A Batch does not have a Start Date or an End Date. A Batch can be enrolled to one or multiple Courses.
Definition: A Batch is a collection of Trainees put together in a Group for ease of management.

Remove Trainees from a Batch

To Remove Trainees from a Batch, click on “Batches” and “View Batch” on the Top Menu Bar, then click on the relevant Batch Name to view the list of Trainees that are already added to the Batch. Then click on “Remove” icon in the Action tab of the relevant User to remove the User from the Batch.
Additional Info: When you remove a Trainee from a batch, the Trainee’s Course enrollments will not get affected and the Trainee will continue to be Enrolled to the Courses he was Enrolled to prior to removing him/her from the Batch. To make changes to Trainee’s Course enrollments or to un-enroll a Trainee from a Course, go to “User Details” section and click on “Un-Enroll” next to the relevant Course.

Enroll a Batch to a Course

To Enroll a Batch to a Course, click on “Batches” and “View Batches” on the Top Menu Bar, then click “View Courses” in the Action Tab of the relevant Batch. Click on the Plus “+” Sign, then select the relevant Course from the dropdown list and select the Start Date of the Course Enrollment and click “Submit”. You can select the checkbox “Notify Users via Email” to notify the Trainees regarding the Course enrollment.
Additional Info: When a Batch is Enrolled to a Course, all Trainees present in the Batch will get Enrolled to the Course. Batch can be enrolled to one or multiple Courses but one Course at a time. You can only enroll a Batch to a Course when there is at least one Trainee present in the Batch.
Note 1: While Enrolling the Batch to a Course, if there is a Trainee in the Batch who was already enrolled to that Course and his/her Course Duration is not completed, then he/she will get re-enrolled to the Course. The start and end date of the Trainee’s Course Enrollment will be the same as the start and end date of the Batch’s Course Enrollment.
Note 2: While Enrolling the Batch to a Course, if there is a Trainee in the Batch who was already enrolled to that Course and his/her Course Duration is completed, then he/she will get not get re-enrolled to the Course.

Un-Enroll a Batch from a Course

To Un-Enroll a Batch from a Course, click on “Batches” and “View Batches” and then click on “View Courses” from the Action Tab for the relevant Course. Then click “Un-Enroll” in the Action Tab for the relevant Course to Un-Enroll the Batch from the Course.
Additional Info: Un-Enrolling a Batch from a Course will not Un-Enroll the Trainees (who are part of the Batch) from the Course.

Extend Course Duration of a Batch

To Extend Course Duration of a Batch, click on “Batches” and “View Batches” on the Top Menu Bar, then click on “View Courses” in the Action Tab to see the list of Courses that the Batch is Enrolled to. Then click on “Extend Course” in the action tab for the relevant Course you would like to extend. Select theStartand/or End Date and click "Submit". This process will change the Course Start and/or End date for all the Trainees who are part of the Batch.