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3. Getting Started with tuple NZ - Add & Enrol Learners

This article describes how to enter a new learner in to tuple and enrol them in to a Course or Unit Offer

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Written by Andre Morton

Before you start:  Please ensure you have completed Step 2: create course & unit offers.

(Watch this video OR follow the instructions below)

1. How to Add a Learner

Step 1: Navigate to TupleSMS > Learner

Step 2: Add Learner

  1. On the Left Navigation Bar, click Add New

  2. Enter the Learner details

  3. Do you want to record more Learner details now?

  • Yes? Click Save an edit personal details

  • No? Click Save or Save and add another student

NOTE: Learner Contact details and Demographic details are required for accredited delivery and some government reporting – you can add these details later under the Personal Details and Demographics tab in the Learner's record

2. Enrol Learners

Learners are enrolled into Course Offers which create their unique Course Offer Enrolment. There are Two Methods:

(Watch this video OR follow the instructions below)

Method 1: Via Learner Profile

  1. Open relevant Learner Profile Page

  2. Click Action and Enrol

  3. Search for the Course Offer you want to enrol them into

  4. (If there are any other Learners to Add- search for them here. Add the Learner to the Course Offer by clicking on the >>)

  5. Enrol Learner

Method 2:  Via Course Offer

  1. Open relevant Course Offer

  2. Click Action and Add Course Enrolment

  3. Search for the Learner you want to enrol

  4. Add the Learner to the Course Offer by clicking on the >>

  5. Enrol Learner(s)

NOTE: If you enrol multiple Learners at one time only fields with the same information will be updated. You will need to go back into each individual enrolment and edit details specific to them.

Step 3: Decide on an Enrolment Status

Step 4: Add Learner Enrolment Details

Fill out the applicable Enrolment Fields. If the enrolment is not confirmed or you are waiting for additional details you can add the Unit Enrolments at a later stage.

Step 5:  Select Unit Offers

  1. Tick the Checkbox to select the Unit Offers (when you click on a Parent Unit Offer, all associated Child Unit Offers will be selected but you can select/deselect as required) that you are enrolling the Learner(s) into

    • (To select all unit offers at once, Click the Checkbox at the top to select all)

  2. Click Add Enrolments from the Action at the top right of the table

  3. Choose the appropriate options

    • Override: Set Start and End Dates from Course Enrolment – Sets the Unit Enrolment start and end dates to match the dates on the Course Enrolment. The default start and end dates are from the Unit Offers.

    • Add Elements to Added Unit Enrolments – Automatically adds any Elements associated with the Unit Offer Unit to the newly created Unit Enrolments.

    • Add Unit Enrolment Template Checklists to Added Unit Enrolments – Automatically applies the Unit Enrolment Template Checklists configured on the Unit Offer to the newly created Unit Enrolments.

  4. Do you want to modify the Unit Offer details (e.g. change trainer and assessor details, set unit enrolment outcomes or set dates)?

    • Yes: Click Enrol and Update Unit Enrolments

    • No: Click Enrol

    *Selecting the Enrol and Update Unit Enrolments button will allow you to configure the unit enrolment details for the individual learner or selected learners. These can include items such as the learner's unit start and end dates and who their Trainer or Assessor will be. Of course you can always edit these in the future if need be.

All done?  Brilliant!  You're now ready to move on to Step 4: manage enrolments

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