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Manual enrolment: Difference between revisions

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==Course settings==
==Course settings==
===Checking you have manual enrolment in your course===
===Checking you have manual enrolment in your course===
*In a course, go to ''Administration > Course administration > Users > Enrolment methods''
*In a course, go to ''Administration > Course administration > Users > Enrolment methods''
*Make sure Manual enrolments has its "eye" opened:
*Make sure Manual enrolments has its "eye" opened.


[[File:Manualenrolments.png]]
[[File:Manualenrolments.png]]


===Editing the manual enrolment method===
===Editing manual enrolment settings===


Managers (and any other users with the capability [[Capabilities/enrol/manual:config|enrol/manual:config]]) can edit the manual enrolment method in the course and set the default enrolment period and default role in ''Administration > Course administration > Users > Enrolment methods''.
Managers (and any other users with the capability [[Capabilities/enrol/manual:config|enrol/manual:config]]) can edit the manual enrolment method in the course and set the default enrolment period and default role in ''Administration > Course administration > Users > Enrolment methods''.
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It is possible also for students and/or teachers to be notified when enrolments expire by selecting either "Enroller only" or "Enroller and enrolled user" from the dropdown "Notify before enrolment expires" and a time in "Notification threshold".


It is possible also for students and/or teachers to be notified when enrolments expire by selecting either "Enroller only" or "Enroller and enrolled user" from the dropdown "Notify before enrolment expires" and a time in "Notification threshold".
==Enrolling users==
 
'''Method 1'''
[[File:enrolduration.png|thumb|Enrolling users method 1]]
# Go to ''Administration > Course administration > Users > Enrolled users''
# Click the 'Enrol users' button at the top right or bottom left of the page
# Use the 'Assign roles' dropdown if you wish to change the role. (Note that if your course has cohort enrolment, you will see 2 radio buttons (as in the screenshot) To enrol users individually, click the Browse users button. It should be selected by default.)
# Click to expaned the  enrolment options  and set them as appropriate. These include the enrolment duration
# Browse or search for the user (Note that when searching for users, exact matches are listed first)
# Click the Enrol button opposite the user. The user will indent in the list and the enrol button will disappear, indicating that the user is enrolled.
# When you have finished, click the 'Finish enrolling users' button (or simply close the enrol users box)
 
 
The user will then appear in the list of enrolled users.
 
Note: The enrolment 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 ''Administration > Site administration > Grades > General settings''.


'''Method 2'''
[[File:manually enrolling users.png|thumb|Enrolling users method 2]]
# Go to ''Administration > Course administration > Users > Enrolment methods''
# Click the 'Enrol users' icon in the edit column opposite manual enrolment
# Select users from the not enrolled users list, using Ctrl + click to select multiple users
# Click the add button to add the users to the enrolled users list


====Editing individual enrolment times====
===Editing individual enrolment start and end dates===


It is possible to edit the date and hour of an individual's enrolment from ''Administration>Course administration>Users>Enrolled users'' by clicking the edit icon in the enrolment methods column for the user in question. This then brings up a screen where the date and time can be modified.
[[File:individualenrolment24.png|thumb|Editing enrolment start and end dates]]Enrolment start and end dates may be edited for individual students as follows:


{|
# Go to ''Administration > Course administration > Users > Enrolled users''
|[[File:individualenrolment24.png|thumb|Click the edit icon in the enrolment methods column for the user]]
# Click the edit icon in the enrolment methods column for a particular user.
|[[File:individualenrolment24.png|thumb|Modifying the date and time]]
# Edit dates as required, then click the 'Save changes' button.
|}


==Admin settings==
==Admin settings==
The manual enrolment plugin may be enabled or disabled throughout the site in ''Administration > Site administration > Plugins > Enrolments > Manage enrol plugins.''


===Shared settings for all courses===
The manual enrolment plugin may be enabled or disabled site-wide in ''Administration > Site administration > Plugins > Enrolments > Manage enrol plugins.''
Shared settings for all manual enrolments in courses may be specified in ''Adminstration>Site administration>plugins>enrolments>Manual enrolments'':
 
Site-wide settings, including default settings for manual enrolment in new courses, may be set via ''Administration > Site administration > Plugins > Enrolments > Manual enrolments''.
 
* Enrolment expiration action - specifies what happens when user enrolments reach expiration date. Please note that option "Unenrol user from course" purges grades, group memberships, preferences and other user related data from the courses.
* Enrolment expiration action - specifies what happens when user enrolments reach expiration date. Please note that option "Unenrol user from course" purges grades, group memberships, preferences and other user related data from the courses.
* Hour to send enrolment expiry notifications - specify hour for sending expiration notifications.
* Hour to send enrolment expiry notifications - specify hour for sending expiration notifications.
===Default enrolment settings in new courses===
Default settings for manual enrolment in new courses may be specified in ''Administration>Site administration>plugins>enrolments>Manual enrolments'':
* Add instance to new courses- if this is enabled, then whenever a new course is created, manual enrolments will automatically added to new courses.
* Add instance to new courses- if this is enabled, then whenever a new course is created, manual enrolments will automatically added to new courses.
* Enable manual enrolments - this specifies if enrol instances are enabled by default in new courses, it is strongly recommended to keep this setting enabled.
* Enable manual enrolments - this specifies if enrol 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 student and may be altered by a teacher in a course.
* Default role - this sets the default role, which is normally student and may be altered by a teacher in a course.
*Default enrolment start - this feature  sets the time for when students are enrolled in a course. The default is 'Now', but it can also be set to 'Today' and 'Course start'.
* Default enrolment duration - this sets the default length of enrolment in new courses.
* Default enrolment duration - this sets the default length of enrolment in new courses.
* Notify before enrolment expires - specifies if teacher or optionally students should be notified before the expiration.
* Notify before enrolment expires - specifies if teacher or optionally students should be notified before the expiration.
* Notification threshold - specify how many days should be users notified before the enrolment expiration.
* Notification threshold - specify how many days should be users notified before the enrolment expiration.
== Manual enrolment method options==
Only one instance of manual enrolment method is allowed in each course, the options are:
* Enable manual enrolments - if disabled all users enrolled via this plugin can not access course.
* Default role - the preselected role when enrolling users. Teachers may change the role when enrolling users.
* Default enrolment duration - default length of enrolment.
* Notify before enrolment expires - select if you want the teachers or students to be notified before the enrolment expiration.
* Notification threshold - specify how long before expiration should be users notified.


==Manual enrolment capabilities==
==Manual enrolment capabilities==
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==See also==
==See also==


* [[Enrolled users]] including option to manually enrol a user in the course
* [[Enrolled users]]  
 
*[http://youtu.be/bo1hX8tVw5U Manually Enrolling Users]  MoodleBites video on YouTube
[[de:Manuelle Einschreibung]]
[[de:Manuelle Einschreibung]]
[[es:Inscripción manual]]
[[ja:手動登録]]
[[ja:手動登録]]

Latest revision as of 11:04, 3 May 2016

The manual enrolments 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 Enrolment plugins) and should normally be enabled as certain other enrolment plugins, such as self enrolment, require it.

Course settings

Checking you have manual enrolment in your course

  • In a course, go to Administration > Course administration > Users > Enrolment methods
  • Make sure Manual enrolments has its "eye" opened.

Manualenrolments.png

Editing manual enrolment settings

Managers (and any other users with the capability enrol/manual:config) can edit the manual enrolment method in the course and set the default enrolment period and default role in Administration > Course administration > Users > Enrolment methods.

The manual enrolment screen (Click to enlarge)

It is possible also for students and/or teachers to be notified when enrolments expire by selecting either "Enroller only" or "Enroller and enrolled user" from the dropdown "Notify before enrolment expires" and a time in "Notification threshold".

Enrolling users

Method 1

Enrolling users method 1
  1. Go to Administration > Course administration > Users > Enrolled users
  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 enrolment, you will see 2 radio buttons (as in the screenshot) To enrol users individually, click the Browse users button. It should be selected by default.)
  4. Click to expaned the enrolment options and set them as appropriate. These include the enrolment 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 enrol button will disappear, indicating that the user is enrolled.
  7. When you have finished, click the 'Finish enrolling users' button (or simply close the enrol users box)


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

Note: The enrolment 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 Administration > Site administration > Grades > General settings.

Method 2

Enrolling users method 2
  1. Go to Administration > Course administration > Users > Enrolment methods
  2. Click the 'Enrol users' icon in the edit column opposite manual enrolment
  3. Select users from the not enrolled users list, using Ctrl + click to select multiple users
  4. Click the add button to add the users to the enrolled users list

Editing individual enrolment start and end dates

Editing enrolment start and end dates

Enrolment start and end dates may be edited for individual students as follows:

  1. Go to Administration > Course administration > Users > Enrolled users
  2. Click the edit icon in the enrolment methods column for a particular user.
  3. Edit dates as required, then click the 'Save changes' button.

Admin settings

The manual enrolment plugin may be enabled or disabled site-wide in Administration > Site administration > Plugins > Enrolments > Manage enrol plugins.

Site-wide settings, including default settings for manual enrolment in new courses, may be set via Administration > Site administration > Plugins > Enrolments > Manual enrolments.

  • Enrolment expiration action - specifies what happens when user enrolments reach expiration date. Please note that option "Unenrol user from course" purges grades, group memberships, preferences and other user related data from the courses.
  • Hour to send enrolment 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 enrolments will automatically added to new courses.
  • Enable manual enrolments - this specifies if enrol 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 student and may be altered by a teacher in a course.


  • Default enrolment start - this feature sets the time for when students are enrolled in a course. The default is 'Now', but it can also be set to 'Today' and 'Course start'.
  • Default enrolment duration - this sets the default length of enrolment in new courses.
  • Notify before enrolment expires - specifies if teacher or optionally students should be notified before the expiration.
  • Notification threshold - specify how many days should be users notified before the enrolment expiration.

Manual enrolment capabilities

See also