Enrollment Creation and Edits

Update Enrollments (Start Dates, End Dates, and Status)

Target Audience: Buzz Administrators

Enrollments can be edited for individual students from the Users view, for all within a course from the Courses view, or via a batch upload if edits are associated with many users within the domain. Edits commonly made include the ability to change start and end dates, enrollment status, and a user’s role.

Individual and Course Enrollment Edits:

Video Short: Coming Soon

  1. Determine the most appropriate access point, as it is possible to make these edits from either the user view or course view.
    • Access Users (via the hamburger menu) if editing multiple enrollments for a single user.
    • Access Courses (via the hamburger menu) if editing multiple enrollments within a given course.
  2. Filter for either the user or course, depending upon the approach.
  3. Drill down on either the user or course ID.
  4. Select the Enrollments tab located on the navbar.
  5. Check the box of any enrollment(s) for which the same changes should occur.
    Enrollment tab Courses view left, User view right. Enrollments selected.
  6. Select the ellipsis menu (3-dots) » Bulk update.
    User & Course ellipsis menu
  7. Check the box of the enrollment changes desired:
    • Status: The most used status changes are withdrawn, completed, or active.
    • Role: Use to correct the user’s role from student to teacher or teacher to student.
    • Start and End Dates: When withdrawing a student, remember to always change the end date to the date of withdrawal.
  8. Adjust the desired field(s) by using the dropdown menus or typing new dates.
  9. Check the box to verify.
  10. Select Update.
  11. Review to ensure the desired change(s) were made.
Bulk Enrollment Edits:

Video Short: Update Enrollments (Bulk)

  1. Select the hamburger menu » Accelerate Reports.
  2. Select the Enrollment Report.
  3. Choose filter options to narrow results to data needed » select the Update Data button.
    AE Enrollment Report - filters and download area highlighted
  4. Select Click here below the report filters to download.
  5. Filter or sort the spreadsheet to display only the enrollments that need to be edited.
  6. Open a new blank spreadsheet.
    • Add the word Action in cell A1.
    • Add the column heading in B1, C1… for enrollment characteristics that are being edited. ( e.g., Status, End Date, Role, etc…) Add as many column headings as needed.
    • If the added column is a start or end date column » highlight the column and change the formatting to Text formatting. Do not leave as date or general formatting.
  7. Return to the downloaded and filtered enrollment spreadsheet and copy the Enrollment ID column » Paste the copied column data into the new spreadsheet into the next empty column.
  8. Return to the downloaded and filtered enrollment spreadsheet and copy the User ID column » Paste the copied column data into the new spreadsheet into the next empty column
  9. Return to the downloaded and filtered enrollment spreadsheet and copy the Course ID column » Paste the copied column data into the new spreadsheet into the next empty column.
  10. Type the word edit into cell A2.
  11. Type the associated enrollment corrections into columns B2, C2… (e.g., status, end date, role, etc…)
    Sample spreadsheets for reference:
    Sample bulk edit spreadsheet - update end dateSample bulk edit spreadsheet - update status end date
  12. Copy data in cells A2, B2,… down through all enrollments.
  13. Copy all data on the newly created spreadsheet including the column headers in row 1.
  14. Navigate to the domain homepage » Select the ellipsis menu.
  15. Select Import enrollments from the menu.
    Admin App - homepage ellipsis menu (Import enrollments highlighted).
  16. Click into large white space on the import screen » paste copied spreadsheet data.
  17. Select 2 Validate data » check for errors in the lower-left corner before continuing. If errors appear correct the spreadsheet and recopy to repeat the import.
  18. Select 3 Import data » again check for errors before continuing.
  19. Select Done.

Tags: change end date, change status, bulk update

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