Manage programs, enrollments, and outcomes

Create or update a program

1. Open Training and choose Program catalog. Search for an existing program before adding one.
2. Choose New program or Edit program. Enter title, provider, category, delivery mode, location, capacity, schedule, dates, and application deadline.
3. Review prerequisites, cost, contact information, and private notes. Choose the intended status: Draft, Published, Closed, or Cancelled.
4. Choose Save program. Check the catalog and, when applicable, public calendar.

Review enrollment

1. Choose Enrollments and open a client/program entry. Review the recommendation reason, client note, and enrollment history.
2. Select an available Next status. Write the Client-facing message separately from Private staff note.
3. Choose Save status and verify the result. A recommendation or interest response is not the same as confirmed enrollment.

Calendar and outcomes

Calendar shows scheduled activity. Rosters & outcomes is the workspace for session rosters, attendance, and training outcomes. Select the relevant program/session before recording results and verify the saved entry.

Past deadlines remain visible as past deadlines. Do not change dates merely to make the demo look current. Use a valid upcoming program for any actual enrollment workflow.

Recommend training can send a recommendation to a client. Review the program, client, reason, and message before sending.

Record attendance and verified results

1. In Rosters & outcomes, choose the program and the relevant view. For attendance, select the session and participant, then enter status, hours, and any private note. Choose Save attendance.
2. For an outcome, select the participant, outcome, completion date, hours completed, and verified result note. Choose Verify outcome only after checking the supporting information.
3. For a credential, review the participant, credential name and number, issue/expiration dates, status, and certificate document before Save credential.
4. For costs, select the participant and category, then review funding source, reimbursement status, authorized amount, paid amount, and private note before Save expense. These are records, not a payment transaction.