Workshop Enrollments Tab

The Workshop Enrollments tab allows you to enroll a volunteer into a workshop. Volunteers 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 volunteer was enrolled into the workshop.
*Start Date	The date the volunteer began in the workshop. This field will default to the workshop start date when volunteer’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 volunteer exited the workshop or the date the volunteer 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 volunteer’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. (Volunteers cannot be enrolled into a New Tutor Training type workshop.)
Days Present	Number of days with hours records for the volunteer in the workshop.
Hours Earned	Number of hours earned by the volunteer in the workshop.
Met Requirements	Indicates if the volunteer 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 volunteer into a workshop:

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

2. Click the Enroll button.

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

4. 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.)

5. 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.

6. Click Enroll.

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

Editing and Deleting Workshop Enrollments

Click the Edit button to open a workshop enrollment record for viewing or editing. This will open the workshop enrollment record and allow you to make and save changes.

The Delete button allows you to delete existing workshop enrollments. Before a workshop enrollment record can be deleted, all associated hours must be deleted first.

Exiting a Volunteer from a Workshop

Exiting or completing a volunteer from a workshop is done by editing the workshop enrollment record. Typically volunteers are exited from a workshop enrollment when they have met all the requirements, or left without completing all requirements.

To exit or complete a volunteer from a workshop enrollment:

1. Click the Edit button.

2. Select the status from the dropdown list.

3. Update the End Date to reflect when the volunteer exited or completed the enrollment.

4. Click Save.