Enrolling and managing trainees
Who this is for
Agency administrators. Training records begin at enrollment — an account alone is not enough.
Before you enroll
- Create user on Manage Users
- Configure program in Program hub
- Add staff + welcome emails
- Buy credits on Billing if needed (pay-as-you-go)
- Practice with John Doe
Enroll a trainee
Trainees → Enroll trainee
- Select existing Trainee user
- Select Program
- Start date (optional notes, teams)
- Enroll & use credit (pay-go) or Enroll trainee (annual)
Promo codes are entered on Billing when buying credits — not on this form.
Common errors
| Issue | Fix |
|---|---|
| No credits | Billing → Buy credits |
| Duplicate enrollment | Complete existing enrollment or pick another program |
| User missing | Create on Manage Users first |
John Doe (practice)
- Sandbox trainee — no credit when enrolled
- Enable per program: Program → Settings → Show practice trainee
- Reset John Doe clears test data — not for live trainees
Manage enrollments
| Action | When |
|---|---|
| Complete program | Training ended — deactivates trainee role in that program |
| Reopen program | Undo mistaken completion |
| Cancel enrollment | Before any DOR — refunds 1 credit (pay-go) |
| Profile | Printable trainee sheet |
Edit account details on Manage Users, not Trainees.
Complete program
Complete program → Mark program complete
Sets enrollment completed; records remain. Choose outcome and notes when required.
Need help?
Support or support@dorworks.com