Reminders:

This is not available for accounts with 'Limited-Manager' access.

This feature is only available for accounts with 'Full Manager' access.

 

  • Upon logging in to your account on our website, click the ‘Enroll Users’ icon on your Dashboard.
Image
3

 

  • On the next page, click the ‘Plan & Enroll’ on the top right-hand side of the page.
Image
4

 

  • Then, select 'Manage Training Plans' on the left-hand side of the page.
Image
5

 

  • Click the 'ADD TRAINING PLAN' button.
Image
6

 

  • Enter a 'Training Plan Name' and ‘Description’ on the next page, then click 'NEXT'.
Image
7

 

  • Select course(s) to add to the training plan on the next page. Click 'SEARCH' to search by 'Course Name', 'Contract Name', 'Business Key', and 'Max Expiration Date'.
Image
8

 

  • NOTE: You can leave all fields blank and just click the 'SEARCH' button to view all the courses available in your contract/entitlement. Select the desired courses to add to the training plan by clicking on the box next to the title, then click 'NEXT'.
Image
9
Image
10

 

  • Once you have completed the training plan enrollment, click 'FINISH'.
Image
11

 

  • To access existing training plans, click 'Manage Training Plans' and click 'SEARCH'.
Image
12

 

  • You can now enroll users in an existing Training Plan by clicking the 'Enroll' tab on the left-hand side of the page, then click 'Enroll Users by Training Plan'.
Image
13

 

  • Select the Training Plan you want to enroll users in and click 'NEXT'.
Image
14

 

  • Select the 'Users' method to pick user individually and click 'NEXT'.
    • Note: You can enroll users using one of three methods: ‘Users’, ‘Organization Group’ and ‘Users Groups’.
Image
15

 

  • Enter the user's 'First Name', 'Last Name', or 'Email Address'. Then, click on 'SEARCH'.
Image
16

 

  • Select the desired user to add to the training plan and click 'NEXT'.
Image
17

 

  • Select the 'Start Date' and 'End Date' of your training plan. You can drag and drop courses in the order they should display to your learners and click 'NEXT'.
Image
18

 

  • On the final screen of the Training Plan Assignment, you can choose to ‘Send Enrollment Confirmation to Learners’ by selecting ‘YES’. Click ‘FINISH’ to complete the enrollment. You must click ‘FINISH’ to ensure the course(s) is assigned.
Image
19

 

  • After enrolling users in a Training Plan, you will see a summary of the contracts used in the bulk enrollment process.
Image
20

 

  • Finally, an email confirmation will be sent confirming your LMS Enrollment Results.
Image
21

If you wish to get 'Full Manager' access (fees apply) or having a Learning Management System concern for your organization, you may email us at clientsupport@360training.com or dial (888) 360 8764 to be better assisted. We are open from 8 AM CST to 8 PM CST, Mondays through Fridays