Workshop Enrollments Tab

The Workshop Enrollments tab allows you to enroll a contact into a workshop. Contacts may be enrolled into any workshop type except ‘New Tutor Training.’

Views

There are two available views on the View dropdown list in the workshop enrollment header:

• Enrollments (default)

• Meeting Info

Click on the down arrow in the dropdown menu to display and select one of the available views. The selected view will remain in place when using the record indicator at the top right to move forward or back to records within the Workshops Enrollments tab.

Both workshop enrollment views contain a combination of the following fields. *indicates a required field:

*Enroll Date	The date the contact was enrolled into the workshop.
*Start Date	The date the contact began in the workshop. This field will default to the workshop start date when contact’s enrollment date is prior to the workshop start date. The start date will default to the enrollment date when the date is after the workshop start date.
*End Date	The date the contact exited the workshop or the date the contact is scheduled to exit the workshop, generated from the workshop record end date. The end date must be between the workshop start and end dates.
Enrollment ID	Auto-generated workshop ID number found in the workshop record.
Enroll Status	The enrollment status specific to the workshop. This enrollment status is not the contact’s overall status.
Term	The term entered in the workshop record.
Title	The title of the workshop entered in the workshop record.
Workshop Type	Displays the type of workshop. (Contacts cannot be enrolled into a New Tutor Training type workshop.)
Days Present	Number of days with hours records for the contact in the workshop.
Hours Earned	Number of hours earned in the workshop by the contact.
Met Requirements	Indicates if the contact completed the workshop minimum days and hours requirements, entered in the workshop record.
Min Required Days	Indicates the workshop Minimum Number of Required Days that must be attended before completing the workshop. Auto-generated from the workshop record.
Min Required Hours	Indicates the workshop Minimum Number of Required Hours that must be attended before completing the workshop. Auto-generated from the workshop record.
Bldg/Room	Indicates the building and room where the workshop meets. Auto-generated from the workshop record.
Days	Indicates the days that the workshop meets. Auto-generated from the class/group/workshop record.
Times	Indicates the time that the workshop meets. Auto-generated from the workshop record.
Creation Date	System-generated date indicating the date the enrollment record was entered in the database.
Edit	Click to open the enrollment record for editing.
Delete	Click to delete the enrollment record. All hours associated with the enrollment must be deleted before the enrollment record can be deleted.

To enroll a contact into a workshop:

1. Open the contact record and click the Workshop Enrollments tab.

2. Click the Enroll button.

1. On the data chooser, select one or more workshops by checking the box on the row. Only active workshops that the contact is not currently enrolled in will display on the data chooser.

2. Enter an Enroll Date at the bottom left of the window, click Show Selected to display the selected workshops, or both. (You do not have to click Show Selected – this is optional.)

3. Show Selected allows you to enter a separate enrollment date in the field on the grid if multiple workshops have been selected. The Enroll Date is highlighted in green, indicating an editable field.

4. Click Enroll.

The Enroll button will be inactive until an enroll date is entered.