05. Manage enrolments in bulk

Manage enrolments in bulk

This is for admins who have people enrolled and now need to act on lots of them at once. By the end you will be able to select enrolment rows on a course and run a single action across all of them, from sending reminders to editing repeat rules.

Before you start

• Finish article, Target the right learners: cohorts and people filters, so you have real enrolments to work with.
• Open the course whose enrolments you want to manage, and know which people you are acting on before you start ticking.

🎬 Watch this as a short narrated video

Steps shown in this video

1. Open a course, and its Enrolments tab lists everyone taking it
2. This is where you manage enrolments once they're live, not just create them
3. Tick a few people, and a bar of bulk actions appears
4. Send a reminder to everyone you've selected in one go
5. Open Actions for the rest
6. Extend a due date, restart, unenrol, or change the repeat rules for all of them at once

The steps

1. Open Content & Courses in the admin sidebar, then open the course you want to manage.
2. Go to the course's Enrolments tab. You will see the enrolled people listed as rows.
3. Tick one or more enrolment rows. As soon as a row is selected, an action bar appears.
4. In the action bar, use Send Reminder to nudge the selected people. (To export, use Download report at the top of the tab, next to the search box.)
5. Open the Actions menu for the rest. It contains Extend due date, Edit start date, Restart enrolment, Reset progress, Edit repeat rules, and Unenrol.
6. Pick the action you need. It applies to every row you ticked, so you handle the whole selection in one move rather than person by person.

Some actions only apply to certain enrolments and are greyed out otherwise: Edit start date needs every selected enrolment to be Scheduled, Restart enrolment needs them all to be In Progress or Completed, Reset progress needs them all to be In Progress or Completed and to belong to people who have registered (not pending invites), and Edit repeat rules is unavailable if any selected enrolment is managed by an automation.

What you should see now

Your chosen action has been applied across every enrolment row you selected. Whether you shifted due dates, restarted enrolments, or changed how often the course repeats, it landed on the whole group at once.

Common questions

Where do I set how often a course repeats?

You first set it when you enrol people: the Set a date step of the enrolment wizard has an Enrolment frequency option (One time only or Recurring). To change it later, come back here and use Edit repeat rules from the Actions menu on the Enrolments tab. If the enrolments were created by an automation, change the repeat schedule in the automation instead.

What is the difference between Extend due date and Edit start date?

Extend due date moves the deadline the selected people are working towards. Edit start date changes when the enrolment begins. Both apply to every ticked row.

How do I act on just a few people, not the whole course?

Tick only the rows you want. The action bar and Actions menu act on your current selection, so you stay in control of exactly who is affected.

Next up

Article 6, See what's landing: course completion - with enrolments under control, read who has finished, who is mid-way, and who is about to miss the deadline.