Open training site Progress saves automatically

What you're proving

Someone on the phone wants to leave a class. You can find their record, drop the right enrollment with a reason and note, free the seat, and show the refund amount when the system calculates one (you cannot type a different amount). The learner should see the same result on My Enrollments.

Before you start

WhoEmailPassword
Enrollment Adminenrollment.admin@lsu.eduadmin123
Ada Nguyen (practice caller)ada.nguyen@example.comTestPass123!
Refund Calc (paid refund practice)refund.calc@example.comTestPass123!

Open the training site using the button at the top of this page, then sign in as Enrollment Admin.

From the site menu, open Learner search.

If profiles or enrollments look wrong, ask IT to reload practice data (see IT setup at the bottom).

Step 1 — Open the caller’s profile

  1. Sign in as Enrollment Admin
  2. Open Learner search
  3. Search Nguyen and open Ada Nguyen
  4. Confirm you see enrollments such as Open Contracts (enrolled) and Held Ethics (may be awaiting payment)
You're done when

Step 2 — Reason and note are required

  1. On Open Contracts, click Drop
  2. Confirm the page title is Drop enrollment and names the class
  3. Try Confirm with Reason or Note empty — the form should block you
  4. Fill only one field and try again — still blocked; Open Contracts stays Enrolled
You're done when

Step 3 — Confirm the drop and release the seat

  1. Drop Open Contracts — Reason Schedule conflict, Note Learner called to withdraw → Confirm
  2. On the profile, Open Contracts shows Dropped and your staff role; Drop is gone
  3. Under Start an enrollment, search Open Contracts → Details — seats should increase by one (e.g. 5 of 5)
You're done when

Step 4 — Drop an unpaid hold (no refund)

  1. If Held Ethics is not Awaiting payment, ask IT to re-run the staff-assisted seed (IT setup)
  2. Drop Held Ethics — there should be no refund amount on the form
  3. Confirm with reason and note
  4. Row shows Dropped; Pay and Drop are gone; seats on Held Ethics return
You're done when

Step 5 — Drop a paid enrollment (refund amount shown)

  1. Open Refund Calc (search last name Calc)
  2. Drop a Refund tier course that is still Enrolled (not already With Business Office)
  3. The form shows Refund amount (for example 335.00 or 200.00) — you cannot edit that number
  4. Add reason and note → Confirm
  5. Profile shows Dropped with the same amount
You're done when

Step 6 — Caller sees the drop (optional)

  1. Log out. Sign in as Ada Nguyen or Refund Calc (whoever you dropped for)
  2. Open My Enrollments from the learner menu
  3. Confirm dropped classes show Dropped (and refund text when applicable)
You're done when

Optional appendix — More scenarios

Optional sign-off

IT setup (optional)

Practice data: IT signs in as superuser → QA Tools → run both:

1. Staff-assisted enrollment — learners, sections, and open holds — Seed now 2. Refund tier — expected amounts (formula, zero, not available) — Seed now

Re-run the staff-assisted seed to restore Ada’s Open Contracts / Held Ethics after practice drops.

Not ready yet? If Drop is missing on enrollments, staff call-drop may not be on this training site yet — contact your project lead.