Creating a manual enrolment

Overview

A manual enrolment allows you to directly enrol one or more users into a specific piece of content. This is useful for targeted, ad-hoc situations – for example, enrolling a group of staff in a course following an incident, or assigning content to a specific individual. 

Manual enrolments are best for one-off or exceptional scenarios. For ongoing, organisation-wide enrolment requirements (e.g. all care workers must always be enrolled in the Safeguarding Policy), use Auto-enrolments instead. 

Navigating to enrolments

1. In the left-hand navigation bar, locate and expand the Enrolments section.
2. Select Enrolments (the first sub-tab).

You will see a table listing all enrolments created on the platform, along with a Create manual enrolment button at the top right. 

Creating a manual enrolment

Select the Create manual enrolment button. 

This will open a guided multi-step form:

Step 1: Select a reason

Choose a reason for creating this enrolment. This helps create an audit trail and explains the intent behind the enrolment. 

• Select a pre-defined reason such as Incident Response or Creative Development, or
• Select Other and type your own custom reason. 

Step 2: Select the content

Select the search bar to browse the available content on the platform. Select the piece of content you want to enrol users into.

Step 3: Customise the enrolment details

Once you have selected your content, select Advanced to view the enrolment settings.

Select the enrolment settings:

• Type – Choose Mandatory or CPD
• Frequency – Choose Once-off or Repeating
• Days to Complete – Set the number of days users have to complete the enrolment after it is created. This will determine the due date for each user enrolled.

Step 4: Choose your target audience

You have two options for selecting who to enrol, either select a filtered group or select specific individuals.

Option 1: Select a filtered group

Select Use a filter group. You can then filter users by their:

• Role or department
• Location or country

Here are two examples:

Option 2: Select specific individuals

Select the Select specific people option and use the search bar to find and select one or more individual users by name or email address.

Step 5: Advanced options

Before running the enrolment, you have two optional advanced settings:

• Include paused or inactive users: Enrols users whose accounts are paused or inactive. These users will not receive notifications, but the enrolment will be created against their account. 
• Re-enrol users who have completed this content: By default, users who already hold a valid completion for the selected content will be skipped – because they are already compliant, re-enrolling them is unnecessary. Enabling this option overrides that behaviour and creates a new enrolment regardless of existing valid completions. This option is useful in situations such as a critical incident where all relevant staff must re-read a policy immediately, even if their previous completion is still technically valid.

Select the relevant box, if applicable.

Step 6: Preview the enrolment

Before the enrolment is finalised, you must select Preview enrolment. This runs a simulation of the enrolment without making any actual changes.

The preview will show you:

• Would enrol – A list of the users who meet your criteria and will receive the enrolment
• Skipped – A list of users excluded from the enrolment, along with the reason why (e.g. they already hold a valid completion)

Review these results carefully to confirm your settings are correct before proceeding. 

Step 7: Confirm and enrol

Once you are satisfied with the preview results, select Enrol users. This will:

• Create the enrolments for all listed users
• Notify those users so they can go and complete the relevant content

The enrolments will now appear in the enrolments table and can be tracked from there.