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Manual enrollment

Enrollment plugins

The manual enrollments plugin allows users to be enrolled manually via a link in the course administration settings. The plugin has to be enabled by the site administrator (see Enrollment plugins) and should normally be enabled as certain other enrollment plugins, such as self-enrollment, require it.

Course settings

Checking you have manual enrollment in your course

  • In a course, go to ‘Enrollment methods’ by clicking the gear menu in the nav drawer Participants link (or in Course administration > User links in the Administration block if you are using a different theme).
  • Make sure Manual enrollments has its “eye” opened.

Editing manual enrollment settings

Managers (and any other users with the capability enroll/manual:config) can edit the manual enrollment method in the course and set the default enrollment period and default role from the Enrollment methods link.

It is possible also for users and/or instructors to be notified when enrollments expire by selecting either “Enroller only” or “Enroller and enrolled user” from the drop-down “Notify before enrollment expires” and a time in “Notification threshold”.

Enrolling users

Method 1

  1. Go to ‘Enrolled users’ from the gear menu in the nav drawer Participants link (or in Course administration > Users in the Administration block if you are using a different theme)
  2. Click the ‘Enrol users’ button at the top right or bottom left of the page
  3. Use the ‘Assign roles’ dropdown if you wish to change the role. (Note that if your course has cohort enrollment, you will see 2 radio buttons (as in the screenshot) To enroll users individually, click the Browse users button. It should be selected by default.)
  4. Click to expand the enrollment options and set them as appropriate. These include the enrollment duration
  5. Browse or search for the user (Note that when searching for users, exact matches are listed first)
  6. Click the Enrol button opposite the user. The user will indent in the list and the enroll button will disappear, indicating that the user is enrolled.
  7. When you have finished, click the ‘Finish enrolling users’ button (or simply close the enroll users box)

The user will then appear in the list of enrolled users.

Note: The enrollment option ‘Recover user’s old grades if possible’ is not ticked by default and is easy to miss. An admin can make it so that the checkbox is ticked for all courses on the site by enabling the setting ‘Recover grades default’ in the Site administration.

Method 2

Enrolling users method 2

  1. Go to ‘Enrollment methods’ from the gear menu in the nav drawer Participants link (or in Course administration > Users in the Administration block if you are using a different theme)
  2. Click the ‘Enrol users’ icon in the edit column opposite manual enrollment
  3. Select users from the not enrolled user’s list, using Ctrl + click to select multiple users
  4. Click the add button to add the users to the enrolled user’s list

Editing individual enrollment start and end dates

Enrollment start and end dates may be edited for individual users as follows:

  1. Go to ‘Enrolled users’ from the gear menu in the nav drawer Participants link (or in Course administration > Users in the Administration block if you are using a different theme)
  2. Click the edit icon in the enrollment methods column for a particular user.
  3. Edit dates as required, then click the ‘Save changes’ button.

Admin settings

The manual enrollment plugin may be enabled or disabled site-wide in ‘Manage enroll plugins’ in the Site administration.

Site-wide settings, including default settings for manual enrollment in new courses, may be set in ‘Manual enrollments’ in the Site administration.

  • Enrollment expiration action – specifies what happens when user enrollments reach the expiration date. Please note that option “Unenroll user from course” purges grades, group memberships, preferences and other user-related data from the courses.
  • The hour to send enrollment expiry notifications – specify hour for sending expiration notifications.
  • Add instance to new courses- if this is enabled, then whenever a new course is created, manual enrollments will automatically be added to new courses.
  • Enable manual enrollments – this specifies if enroll instances are enabled by default in new courses, it is strongly recommended to keep this setting enabled.
  • Default role – this sets the default role, which is normally used and may be altered by an instructor in a course.
  • Default enrollment starts – this feature sets the time for when users are enrolled in a course. The default is ‘Now’, but it can also be set to ‘Today’ and ‘Course start’.
  • Default enrollment duration – this sets the default length of enrollment in new courses.
  • Notify before enrollment expires – specifies if the instructor or optionally users should be notified before the expiration.
  • Notification threshold – specify how many days should be users notified before the enrollment expiration.

Manual enrollment capabilities

See also

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