The Cancel Section function allows users to automatically cancel up to five course sections while performing system-driven updates such as enrollment status changes, refunds, and notifications. Only Client Assignments with an Enrolled Status will be included in the automated function—other assignments remain unaffected.
If a refund is via credit card, the refund transaction must be processed manually.
Navigation
Admin Menu → Course Functions → Cancel Section
Applies To: Enterprise | Plus | Basic
Step 1: Configure the Cancellation Options
-
Select the Course Section(s)
- Click the dropdown under Course Section(s).
- Choose the course section(s) you wish to cancel.
- This is a required field.
-
Change Course Section Status
- Ensure the Cancelled toggle is enabled (blue).
-
Append to Course Section Note (Optional)
- Add any relevant notes regarding the cancellation in the provided text box.
-
Update Course Section HandCount
- Toggle Yes (default) to update the hand count.
-
Change Assignment Status
- The system will automatically mark the assignment status as Did Not Enroll - Course Cancelled.
-
Add Client Case Note (Optional)
- Toggle Yes if you want to add a case note for the client.
Send Email Notification Options
-
Send to Clients
- Toggle Yes if you want to notify clients via email.
- Select a Client Email Template from the dropdown (must contain “Cancel” in the name).
-
Send to Instructor/Department
- Toggle Yes to notify instructors or departments.
- Select an Instructor/Dept Email Template (must contain “Cancel” in the name).
Update Financial Options
-
If choosing to issue a refund instead of an OnAccount Given transaction, use the Add Refund Workflow from each client’s payment records.
-
Add OnAccount Given Transactions
- Select Yes if applicable.
- Choose an OnAccount Reason from the dropdown (required if Yes is selected).
Proceed to Review
- Click Next to proceed to the confirmation page.
Step 2: Review and Confirm Cancellation
-
Review the Cancellation Details
- On the confirmation page, review all selected options to ensure accuracy.
-
Check the Confirmation Box
- You must check the box to confirm the cancellation before proceeding.
-
Submit the Cancellation
- Click Submit to finalize the cancellation.
- Once submitted, the course section will be officially cancelled, and any selected notifications will be sent.
Conclusion
The Cancel Section function streamlines course section cancellations while ensuring accurate updates to enrollments, financial records, and notifications. Review all details carefully before submitting, as cancellations cannot be undone. For further assistance, refer to related articles or contact support.