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Question

Notes for Unenrollment

  • March 21, 2025
  • 2 replies
  • 52 views

Courtney.harvey
Influencer II
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Hello! 

 

How are you all managing “notes” in your platform? The main need (though I can see this being useful on a lot of different actions in the platform), is when we unenroll the learner. We can go to the Audit trail and see that Courtney unenrolled user XXXX on March 21, 2025 at 9:41am, but we have no idea why. For Compliance and regulatory audits, our compliance team is asking why people are not enrolled in a Compliance learning plan and all I can tell them is that someone unenrolled them and the date and time but there's no reason. It would be amazing if we were prompted to provide a reason for unenrollment during the process or had somewhere to make a note that would show up on the Audit trail for auditing purposes.

 

Has anyone ran into this issue and how are you handling it?

 

Thank you!

Courtney

2 replies

elamast
Hero I
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  • Hero I
  • March 21, 2025

You’re right! The built-in audit log tells you “what” but not the “why”.

We use Docebo webhooks and API calls, Make.com automation, and SharePoint to handle this, but I believe a better solution would be something built into Docebo.

In our case we are dealing with purchased courses, so for every ecommerce transaction we are creating a SharePoint list record for every purchase and updating that whenever we move someone.   The link to that record is then written into the ecommerce notes field so we can come back to it later and make additional updates.  (We also have some JavaScript that makes the links clickable, but that’s not something Docebo supports.)

I suppose a similar thing could be done by catching an enrollment webhook and writing that out to SharePoint, bringing back a link to put into an additional user field so you can make notes.

I believe I submitted an idea a while back that I’m not finding now (maybe it was in the old system), but it would be good to submit a new idea to have Docebo incorporate some sort of admin notes for admin-done student moves/changes that are attached to the student’s permanent record (and linked to any ecommerce purchase for those of us using that). That would help both for formal auditing but also just as a reminder to admins about why we moved someone in/out of a class. 

 


lrnlab
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  • Hero III
  • March 21, 2025

There is an option to create “enrolment additional fields” where if you make this not visible to users, the admin can add notes to the enrolment record. In your case however when you un-ernoll a user, the only place to capture such a note would be on the user profile since there is no enrolment to track against