Navigation: Admin Menu »» Course Functions »» Cancel Section
Applies To: Enterprise Plus Basic
Overview
This function allows a user to automatically cancel from one to five course sections and perform certain automated tasks at the same time. The additional options vary based on the system’s Payment Method and will be performed automatically if enabled. Only Client Assignments with an Enrolled Status will be included in the automated function. All other assignments will be ignored and remain unaffected. If a refund is via credit card, the refund transaction that was added must be processed manually.
Invoice A Payment Method
- Enter from one to five valid course codes.
- Delete Client Assignment: Select yes or No.
- Change Client Assignment Status: Select No or Did Not Enroll Course Cancelled
- Send Email Notification to Client: Select Yes or No. If Yes, select a Merge Template. Only clients with a valid email address will receive the email message.
- Send Email Notification to Instructor/Department: Select Yes or No. If Yes, select a Merge Template. Only instructors and departments with a valid email address will receive the email message.
- Add Client Case Note: Select Yes or No.
- Update Invoice: Select yes or No.
- Click Continue to start or Close to cancel.
Invoice B/C Payment Method
- Enter from one to five valid course codes.
- Change Client Assignment Status: Select No or Did Not Enroll Course Cancelled
- Send Email Notification to Client: Select Yes or No. If Yes, select a Merge Template. Only clients with a valid email address will receive the email message.
- Send Email Notification to Instructor/Department: Select Yes or No. If Yes, select a Merge Template. Only instructors and departments with a valid email address will receive the email message.
- Add Client Case Note: Select Yes or No.
- Add Credit Transactions: Select No or from available list.
- Credit Reason: Select from user defined list.
- Click Continue to start or Close to cancel.
- After process completes, a list of the Client Assignments affected are previewed in report format.