The Auto Enrolment plugin allows for an enrolment into a course to occur automatically when a user views a course or an activity or resource on the course page.
Note: From Totara 2.9 the functionality has been has been extended to include enrolment in a course on login to the system.
Auto Enrolment System Settings
Enable Auto enrolment plugin
To enable the auto enrolment plugin:
- Select Manage enrol plugins from Site Administration>Plugins>Enrolments
- Find Auto enrolment in the list and select the Show icon
Set System Defaults
Once enabled you are able to set the default behaviour for the plugin:
- Select Auto enrolment from Site Administration>Plugins>Enrolments
- Set the default behaviour you require. Note: This can be changed a course level if required.
- Add instance to new courses – Defines if this feature is available to new courses by defaul.
- Allow auto enrolments – Defines if new instances are visible by default.
- Enrol on – Defines the event that trigger the auto enrolment. The options are:
- Course activity/resource view – Enrols the user when the chosen activities and/or resources are viewed
- Course view – Enrols the user when they access the course page
- User login – Enrols the user when they login
- Activities/resources – Make possible to choose what activities or modules trigger the enrolment
- Default role assignment - Role which should be assigned to users during auto enrolment
- Send course welcome message – Set the default behaviour for welcome message for new courses
- Select Save changes to save your settings.
Note: If you set Add instance to new courses to Yes and Allow auto enrolments to Yes, Auto enrolment will be available by default on all new courses.
Adding Auto Enrolment to a Course
When Auto enrolment is not added to a course page automatically you can add it at the course level.
- Navigate to the course you want to add Auto Enrolment to
- Select Enrolment methods from Course Administration>Users
- Select Auto enrolment from the Add method dropdown menu
- Turn Allow auto enrolments to Yes
- Choose between Course or Activities/Resources enrolment
- Choose what activities will trigger the enrolment if Activities/Resources was selected above
- Select Save changes
Guest Enrolment
For Auto enrolment to work the user must be able to access the course page, this is achieved by enabling Guest Access.
Note: If you are adding the Auto Enrolment plugin to all courses by default we recommend you have Guest Access added to all courses by default.
Enable Guest Access by default
- Select Guest access from Site Administration>Plugins>Enrolments
- Set Add instance to new courses to Yes
- Set Allow guest access to Yes
- Select Save changes
Add Guest Access to a course page
- Navigate to the course you want to add Auto Enrolment to
- Select Enrolment methods from Course Administration>Users
- Select Guest Access from the Add method dropdown menu
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