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Use enrollments to manage agent submissions for opportunities and control how additional work is assigned. This section covers how to review, approve, or deny submissions and monitor enrollment activity.
As a scheduler, you can use the Enrollments tab to monitor, approve, deny, and manage agent submissions for opportunities. Navigate to the Enrollments tab by clicking Enrollments from the Opportunities page. The Enrollments tab shows agent-level records instead of opportunity-level rows. Each row represents a single agent’s enrollment for a specific opportunity.
You can sort and filter the list to focus on specific opportunities, dates, statuses, or agents.
| Column name | Description |
|---|---|
| User | Indicates the name of the user. |
| Opportunity | Indicates the name of the opportunity that has been requested. |
| Activity Code | Indicates the activity code associated with the opportunity. |
| Start | Indicates the start date/time of the opportunity. |
| End | Indicates the end date/time of the opportunity. |
| Duration (mins) | Indicates the length of the opportunity in minutes. |
| Enrolled | Displays the date/time the Agent was enrolled. |
| Deadline | Displays the deadline date and time for the opportunity associated with this enrollment. |
| Hire date | Indicates the hire date of the user. This can be used to approve based on seniority if desired. |
| Remaining space | Displays the remaining spaces for the opportunity associated with this enrollment. |
| Status | Each enrollment record has its own status, separate from the opportunity lifecycle status. |
| System message | Indicates the last activity on the opportunity. |
| Last modified | Displays the date/time the enrollment was last modified. |
| Notes | Indicates any notes on why an enrollment succeeded, failed, or was decided automatically. |
If demand exceeds available spaces:
High demand may indicate:
A scheduler can close an opportunity before it starts if business requirements change. When a scheduler closes an opportunity:
This approach provides a controlled and transparent way to conclude enrollment activity.
Use the Enrollments tab to manage the approval lifecycle of opportunities. A typical enrollment management flow includes the following steps:
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