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4. Getting started with tuple NZ - Manage Enrolments

This article describes how to manage learner's and unit enrolment information.

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Written by Andre Morton

Before you start:  Please ensure you have completed Step 3: Getting started with tuple NZ: add & enrol learners.

Compliance

This is an area that requires time, attention and constant referral. It is the responsibility of the PTE to stay up to date with reporting and compliance requirements and changes. Wisenet has endeavoured to make this aspect as simple and easy as possible.

Please take your time to read through the various compliance requirements that may apply to your delivery.

(Watch this video OR follow the instructions below)

1. Edit Course Enrolment Details 

Step 1. Ensure that all compliant fields have been completed in Course Enrolment. 

  1. Go to relevant Learner profile

  2. Under Enrolments select Action and then View Course Enrolment

  3. In the Course Enrolment select Action and Edit. 

  4. Update relevant fields. 

  5. Save

For more details on fields see Field Guidelines 

Edit/update Unit Enrolment Details

  1. Go to relevant Learner profile

  2. Under Enrolments select Action and then View Unit Enrolments

You have two methods to update Unit Enrolments; Individually or in Bulk

Individually

Individually

  1. Click Quick Edit against the relevant unit enrolment

    • To edit multiple unit enrolments:

      1. Select the Unit Enrolments that you want to update (click the first check box to select all Unit Enrolments)

      2. From the Action at the top right of the table, click Quick Edit

  2. Quick Edit Unit Enrolment drawer will slide out

  3. Update the relevant fields, click Save or Save and Next if updating multiple unit enrolments

Depending on your delivery you may need to update more fields. For more details on fields see Field Guidelines

  • Outcome Codes. It is important to select one of the Final Outcome Codes

  • Unit Enrolment Dates. The End Date (and Start Date if it hasn’t been updated) needs to be modified to reflect the actual end date of the Unit.

Bulk
Outcome Codes and Enrolment Dates can be updated in Bulk.

  1. Tick the Units you wish to Update or Select > all Records

  2. Click Action at the top right and choose the Update enrolments

  3. Select a field to update

  4. Enter a value

  5. Repeat steps 3-4 as necessary

  6. Type confirm in the Confirm your Changes field

  7. Tick the checkbox

  8. Click Save

How to Generate an Export

See these instructions for Generating a

CONGRATULATIONS!  You have completed all the essential setup steps for tuple and are ready to manage your students each day.

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