Enrollments: the training record behind every student

An enrollment is one student on one course — it is created the moment they buy (web or POS) or you add them to a class roster, and it becomes their training record: status, stage, dives, skills, signatures and, at the end, the certification. Under Raw data → Enrollments you see the records still moving through training; In Training is the day-to-day view of the same list. Once a certification is issued, or a record is refunded, cancelled or marked inactive, it drops off this list. The student’s Contact profile keeps their full history regardless.

Status and stage

• Status is where the sale and paperwork stand: Pending → Paid → eLearning sent → Scheduled → In training → Training complete → Certified. Refunded and Cancelled end it; Inactive parks it.
• Stage is set for you from the dives logged on Class Day: Needs pool, Needs lake dive 1, Needs lake dive 2, In progress, Complete. It drives the class-day email lists, so do not edit it by hand.
• Channel says where it came from — Web order or POS order. Paid at and Total amount come from the order.

When to open the raw record

• To change the course or instructor on an enrollment — the Overview tab. The instructor named here is who is emailed to countersign when you press Send for Signature.
• To fix the agency. PADI generates the PADI referral form; every other agency uses the SDI/generic training record.
• To move a student out of training: set Status to Inactive and write an Inactive reason so the next person knows before they call. The record remembers the status to return to; set it back and training resumes where it left off. In Training has an Inactive tab for exactly this.
• To record a certification when the agency card was issued outside DiveDesk: fill Certification / card number and Date issued first, then tick Certification issued. That writes the certification record.