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Finalize Coursepack Enrolment - Submit Coursepack to a Payment Administrator

This process applies to Institutional Pay Later Coursepacks. The finalized enrollment count determines the total billing amount for the order, and any Coursepack Instructor, Collaborator, or Creator can submit the Coursepack to their Payment Administrator to finalize enrollment and settle the payment.

Important: Please review all details carefully to confirm that your Coursepack is complete before submitting your request. Once enrollment is finalized and approved:
  • No new cases or labs can be added to the Coursepack.
  • No additional students can be enrolled.
  • The action cannot be undone.
Finalizing enrollment does not affect access for existing educators or students. Access is determined solely by the Coursepack’s start and end dates, meaning current users will continue to have access as long as the Coursepack has not expired.

To finalize enrollment, go to your Coursepack page and select Finalize Enrolment.

The button "Finalise Enrolment" highlighted on the part of the Cousrepack page interface.

Then type in the actual final enrolment number in the text box. (Note: This number should include everyone who accessed the materials, even if they later dropped the course.)

The Close enrolment page, with a red box highlighting the input field for 'Actual no. of students who have used the Coursepack materials'.

Then select your Payment Administrator from the dropdown list, and click Confirm attendance and close enrolment.

Example of a payment administrator selected from a drop down list of the field "Person to settle the Coursepack payment".

Button "Confirm attendance and close enrolment" highlighted.

The Enrolment Status will then update to 'Finalised'. At this stage, your tasks for this Coursepack are complete, and your designated Payment Administrator will handle the final payment.

Coursepack page with details masked, and "Enrolment Status: Finalised" highlighted with a red box.

 

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