Review and manage enrollment batches

Browse enrollment history, open a batch detail page, and edit, cancel, or retry enrollments depending on their status.

Every time you submit a training enrollment, Hook records it as a batch — one submission of one or more courses to a set of recipients. The Enrollment History tab is where you go afterward to confirm an enrollment landed, reschedule a future one, cancel something you no longer need, or re-run an enrollment that failed. Use it after creating an enrollment, or any time someone asks "did that training actually go out?"

Before you start

Prerequisites

You're signed in to Hook as an org admin with the right organization selected in the org switcher.
You've created at least one enrollment. If history is empty, Hook shows No enrollment history yet — see Assign training to groups to create your first one.

Open Enrollment History

From the left nav, go to Training, then switch to the Enrollment History tab. Each row is one enrollment submission (a batch), not one course — a batch can carry several courses.

The table shows these columns:

Enrollment — the batch name (Hook falls back to the course name, or Enrollment Batch if neither is set).
Courses — how many courses the batch contains.
Recipients — the targeting mode: All users, Specific groups, or Individual users.
Status — a derived badge (see below).
Next Enrollment — the next scheduled start date, if any future course is queued; otherwise a dash.
Due Date — the learner due date, if set.
Created — when you submitted the batch.

Rows are sorted newest first, and each row is clickable — click anywhere on it to open the batch detail page.

Enrollment History tab showing the batch table with status badges and a highlighted scheduled row

How the status badge is derived

Hook computes the badge from the courses in the batch, in this order:

Has Failures (red) — something needs your attention: one or more courses failed, or recipients inside a course hit a hard failure.
Needs Access (outline) — the only problem is that the organization doesn't have access to the course; nothing failed or completed.
Completed (solid) — every course in the batch enrolled successfully.
Scheduled (gray) — every course is queued for a future date and hasn't run yet.
In Progress (outline) — a mix of states, e.g. some courses enrolled and others are still scheduled.

A small count next to the badge shows either N new, N covered (newly enrolled vs. already-covered learners) or a completed / total tally.

History shows the first 10 batches

The Enrollment History tab loads the first page of 10 batches and does not expose paging controls today. Your most recent enrollments are always at the top, so this is rarely a problem in practice — but older batches beyond the first 10 won't appear in the list.

Open a batch detail page

Click a row to open the batch at /org/training/<batchId>. Use the Enrollment History link at the top left to go back.

Read the summary cards

A row of summary cards rolls up the batch:

Newly Enrolled — learners enrolled for the first time by this batch.
Already Covered — learners who were already enrolled in the course, so Hook skipped them. (This card only appears when the count is above zero.)
Scheduled — courses queued for a future date.
Needs Access — courses the organization can't enroll because it lacks access. (Only shown when the count is above zero.)
Need Attention — failed enrollments plus any blocked recipients.

Enrollment batch detail with Newly Enrolled, Already Covered, Scheduled, Needs Access, and Need Attention summary cards

Read the per-course table

Below the cards, the Course Enrollments table lists each course with its status, enroll date (or Immediate), due date, created date, and an Enrolled column summarizing the outcome (N new, N covered).

When a course was targeted at individuals or groups, the rows expand to show per-recipient and per-group results. For each recipient you'll see Newly enrolled, Already covered, Blocked, or Failed (with the error message when there is one). Group rows roll up their student results the same way.

Course status uses these labels:

Enrolled — COMPLETED, the course enrolled successfully.
Scheduled — SCHEDULED, queued for a future date.
Partial — PARTIALLY_FAILED, some recipients enrolled and others didn't.
Failed — FAILED, the enrollment didn't complete.
Needs Access — ACCESS_DENIED, the organization can't enroll this course.
Pending — PENDING, the enrollment is still in flight.

Edit or cancel a scheduled course

Only courses with the Scheduled status can be edited or canceled — the Edit and Cancel buttons appear in the last column of the table for those rows only. A course that has already run can't be edited or canceled from here.

Edit the dates

Click Edit on a scheduled course to open the Edit scheduled enrollment dialog. Set Start enrollment on (when the enrollment fires) and Learner due date (when learners should finish). Both fields are required, and Hook enforces that:

the start date is in the future, and
the due date is after the start date.

Click Save changes. A toast confirms Scheduled enrollment updated. and the table refreshes with the new dates.

Edit scheduled enrollment dialog with start enrollment and learner due date fields

Cancel a scheduled course

Click Cancel on a scheduled course to remove it. A toast confirms Scheduled enrollment canceled. and the queued job is cleared so it won't fire.

Canceling the last course returns you to Training

If the course you cancel is the only one left in the batch, Hook sends you back to /org/training — the batch no longer has anything to show.

Retry a failed enrollment

Courses with the Failed, Partial, or Needs Access status show a Retry button. Clicking it resets the enrollment and re-runs the orchestration against the same recipients. The button shows a spinner while the retry runs, then the table refreshes with the new outcome.

A retry is the right move after you've fixed the underlying cause — for example, after an admin grants the organization access to a course that was previously Needs Access, or after a transient delivery error.

What 'Needs Access' means

A Needs Access course shows the message This organization does not have access to this course. Contact your administrator to enable it. Retrying before access is granted will simply land in the same state. Reach out to your Hook administrator to enable the course for your organization, then click Retry.

Common pitfalls

Don't use the /org/training/assignment wizard. That older "Create Enrollment" wizard is a non-functional stub — its final button only shows an alert reading Enrollment creation not yet implemented and no enrollment is created. Always create enrollments from the current Create Enrollment flow in the Training portal, then track them here.
Edit and Cancel only apply to scheduled courses. Once a course has run (Enrolled, Failed, Needs Access), the only follow-up action is Retry for the failure states — there's no way to undo a completed enrollment from this page.
History only lists the first 10 batches. If you can't find an older enrollment, it's likely past the first page; recent work is always at the top.