Self-enrollment Approval for Courses and Curricula

In Schoox, you have the option to select if approval is needed for self-enrollment. This option can be enabled for both Courses and Curricula, and can be configured by an Admin, Training Manager, Course/Curriculum-creator, or Course/Curriculum Instructor.

If this option is enabled then when a user self-enrolls, they will not be able to access the training immediately. Only once the self-enrollment is approved, the user will be able to access the material.

Setting Up Self-Enrollment Approval

The process is similar to set up for Courses and Curricula. To enable this option, head to the Manage Course/Curriculum page. Then click on the Edit Course / Curriculum tab of the Course/Curriculum Panel and select Edit Course/Curriculum Info.

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On this page, click on the checkbox under the Self-enrollment approval field and select the users who need the approval to enroll. 

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Once finished, select the Save changes button at the bottom of the page. 

Self-Enrollment Approval Process

If this option is enabled, employees will still have the option to self-enroll, however, they will need the approval of an Admin, or anyone with the Approve self-enrollment requests permission enabled, in order to have access to the training. 

1) When an employee clicks the Enroll button, academy managers with the Approve self-enrollment requests permission receive a notification informing them of the new course or curriculum enrollment request.
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By default, notifications are sent to the Learner's Unit Managers, Assistant Unit Managers, Head of Aboves and Assistant Head of Aboves who hold the Approve Self-enrollment Requests permission. However, you can also configure a filtered recipient list to target specific users based on job role and location, ensuring notifications are delivered accordingly.
2) The Managers have the option to approve (or not) the enrollment requests through the Pending Enrollment Requests page, under Online Training. Academy Admins and Training Managers have also the option to approve these requests. 

To approve a request, open the Pending Enrollments Requests page, select the Courses/Curricula tab based on the training you need to approve, find the user in question, and click Approve or Decline.

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3) After Manager's/ Admin's/ Training Manager's action, the employee receives an email notification informing him that the course enrollment has been approved/not been approved.

Please note: The email notifications mentioned above will be sent only if the Academy Admin has enabled them for the academy.

Read also: Inviting Members to Enroll In Training

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