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Update Course Enrollment & Beta Enrollment pages
Addresses #957
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source/educators/how-tos/releasing-course/manage_beta_testing.rst

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@@ -43,7 +43,7 @@ When you add beta testers, note the following.
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* If the beta test starts before the course **Enrollment Start Date**, testers
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cannot enroll themselves in your course. However, you can enroll the beta
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testers prior to the **Enrollment Start Date**.
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testers prior to the **Enrollment Start Date**. See :ref:`Enroll Learners in a Course`.
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* If you add the beta testers after the defined start of the beta test, and
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they are enrolled in the course, they see your course on their **Current
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Add or Remove Individual Beta Testers
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===============================================
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.. note:: If the beta test starts before the **Enrollment Start Date** of your
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course, you must also :ref:`manually enroll the beta tester<Enroll Learners in a Course>`.
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#. View the live version of the course.
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#. :ref:`View the live version of your course<View Published Content>`.
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#. Select **Instructor**, and then select **Membership**.
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#. In the **Course Team Management** section, select **Beta Testers**.
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.. image:: /_images/educator_how_tos/individual_beta_enrollment.png
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#. Under the list of users who currently have that role, enter the email address
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or username of the person you want to add.
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The person who you added appears in the list of beta testers.
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.. note:: If the beta test starts before the **Enrollment Start Date** of your
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course, you can also enroll the beta tester. See :ref:`Enrollment`.
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To remove the Beta Tester role from users individually, find the user in the
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list of beta testers, and then select **Revoke access** to the right of that
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user's email address.
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.. image:: /_images/educator_how_tos/individual_beta_unenrollment.png
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.. _Add_Testers_Bulk:
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=======================================
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To add multiple beta testers:
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#. View the live version of your course.
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#. :ref:`View the live version of your course<View Published Content>`.
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#. Select **Instructor**, and then select **Membership**.
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#. In the **Batch Beta Tester Addition** section of the page, enter one or more
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addresses or usernames separated by commas or line feeds (the Enter key).
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You can also copy data from a CSV file of email addresses and paste it here.
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.. image:: /_images/educator_how_tos/batch_beta_enrollment_instructor_dash.png
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#. To enroll the beta testers in your course, leave **Auto Enroll** selected.
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If the beta test starts before the course **Enrollment Start Date**, testers
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cannot enroll themselves in your course.
@@ -147,5 +152,5 @@ problems, questions, and issues can occur while a course is running.
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+--------------+-------------------------------+----------------+--------------------------------+
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| Review Date | Working Group Reviewer | Release |Test situation |
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+--------------+-------------------------------+----------------+--------------------------------+
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| | | | |
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| 2025-04-13 | sarina | Sumac | Pass |
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+--------------+-------------------------------+----------------+--------------------------------+

source/educators/how-tos/student_management/manage_course_enrollments.rst

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@@ -12,34 +12,24 @@ You can enroll and unenroll learners from the instructor dashboard. See :ref:`En
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Enroll Learners in a Course
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***************************
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To enroll learners or course team members, follow these steps.
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To enroll learners or course team members, follow these steps. Note that this will
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enroll learners/team members even if the **Enrollment Start Date** has not yet passed.
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#. View the live version of your course.
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#. :ref:`View the live version of your course<View Published Content>`
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#. Select **Instructor**, and then select **Membership**.
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#. In the **Batch Enrollment** section of the page, enter the username or email
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address of the learner, or enter multiple names or addresses separated by
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commas or new lines.
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.. image:: /_images/educator_how_tos/batch_enrollment_instructor_dash.png
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:width: 500
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You can copy and paste data from a CSV file of email addresses. However,
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note that this feature is better suited to courses with smaller enrollments,
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rather than courses with massive enrollments.
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#. For **Role of the users being enrolled**, select the role of the learner.
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* If the learner is a member of the course staff, select **Partner**.
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* If the learner is not a member of the course staff, select **Learner**.
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.. note::
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All of the users that you enroll at one time must have the same role. If
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you have some users who are partners and others who are learners, you must
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complete two batch enrollments.
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#. In the **Enter the reason why the students are to be manually enrolled or
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unenrolled** field, enter a specific, detailed reason why you want to
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enroll these learners.
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#. To streamline the course enrollment process, leave **Auto Enroll** selected.
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#. To send learners an email message, leave **Notify students by email**
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in the audit enrollment track. For more information about course enrollment
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tracks, see :term:`Enrollment Track`.
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Enroll Beta Testers in a Course
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*******************************
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To enroll :ref:`beta testers <About Course Beta Testing>` in the course, follow
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the above instructions, but utilize the **Batch Beta Tester Addition** box below
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the **Batch Enrollment** box on the Membership page of the instructor dashboard.
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.. image:: /_images/educator_how_tos/batch_beta_enrollment_instructor_dash.png
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.. _unenroll_student:
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*******************************
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+--------------+-------------------------------+----------------+-----------------------------------------------------------------+
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| Review Date | Working Group Reviewer | Release |Test situation |
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+--------------+-------------------------------+----------------+-----------------------------------------------------------------+
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| 03/07/2025 | Docs WG | Sumac | `Fail <https://github.com/openedx/docs.openedx.org/issues/957>`_|
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| 2025-04-13 | sarina | Sumac | Pass |
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+--------------+-------------------------------+----------------+-----------------------------------------------------------------+
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| 2025-03-07 | Docs WG | Sumac | `Fail <https://github.com/openedx/docs.openedx.org/issues/957>`_|
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+--------------+-------------------------------+----------------+-----------------------------------------------------------------+

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