DocsInstructor Guide

Enrollment Management

Enroll students, track progress, and manage your class roster

Once your course is published, you can enroll students manually or let them self-enroll from the catalogue.

Viewing the Roster

From any course overview page, click the Enrolled card or go to Courses → [Course] → Enrollments.

The roster page shows:

  • Summary cards — Total enrolled, active, completed, average progress
  • Search + filter — Find students by ID, filter by status
  • Table — Every enrollment with progress bar, last activity, and actions

Bulk Enroll Students

Click + Enroll Students at the top of the roster page.

  1. Paste a list of OptiCRM student IDs (one per line or comma-separated)
  2. Click Enroll Students
  3. Already enrolled students are automatically skipped
Note

Student IDs come from OptiCRM. You can find them in your OptiCRM student list, or export a class roster from there.

Getting Student IDs from OptiCRM

  1. Open OptiCRM → Students
  2. Filter/search for the students you want
  3. Export the list as CSV
  4. Copy the id column
  5. Paste into the OptiLearn bulk enroll dialog

Viewing Student Progress

Click any row in the roster to open that student's detail page. You'll see:

Stats

  • Overall progress percentage
  • Lessons completed / total
  • Quiz attempts
  • Enrollment date and last activity

Lesson-by-Lesson Progress

Every lesson in the course, grouped by module, with:

  • ✓ Completed (green checkmark)
  • ○ Not started (empty circle)
  • Partial progress for video lessons (e.g. "67% watched")

Quiz Attempts

History of every quiz attempt with:

  • Attempt number
  • Date
  • Score percentage
  • Pass/fail indicator

Assignment Submissions

All submissions with:

  • Status (Submitted, Graded, Returned)
  • Score (if graded)
  • Late submission flag

Unenrolling Students

On the roster page, click the button on any row and select Unenroll.

Warning

Unenrolling marks the enrollment as DROPPED. The student's progress and submissions are preserved but they lose access to course content. You can't currently re-enroll a dropped student — they'd need to enroll again fresh.

Enrollment Statuses

StatusMeaning
ACTIVEStudent is currently enrolled and can access content
COMPLETEDStudent finished all lessons (100% progress)
DROPPEDUnenrolled by admin or self
EXPIREDEnrollment deadline passed without completion
SUSPENDEDTemporarily blocked (e.g. non-payment)

Self-Enrollment

If your LMS settings have Self-Enrollment enabled, students can enroll themselves from the catalogue without instructor action.

To toggle: go to Settings → General → Allow Self-Enrollment.

Closing Enrollment

To stop new enrollments without unpublishing the course:

  1. Course → Edit
  2. Scroll to Enrollment section
  3. Toggle Enrollment Open off
  4. Save

Existing students keep their access; new ones can't join.

Max Enrollments

To cap class size:

  1. Course → EditEnrollment section
  2. Set Max Enrollments (e.g. 50)
  3. Save

Once the cap is reached, new self-enrollments are rejected with "Course full". Admins can still enroll via the bulk dialog (but will get the same error if over the limit).