Agent Enrolment Listing Screen

This screen can be accessed from the Agent Dashboard in TEAMS and provides a comprehensive list of both enrolments that are linked to the specific selected Agent. The displayed enrolments are filtered based on the selected parameters of a particular Agent. This screen serves as a centralised hub to track and manage enrolment’s overdue amount. It will also show you Current, Start and Finished enrolments based on the filters selected.

As you can see below, this screen is divided into two sections:

1. Filters/Parameters
2. Listing Grid

Filters/Parameters

To open this screen, you would have selected the Enrolments from the Enrolments Tile on the Agent Dashboard. Based on what you selected the system will open the screen and populate the information in this section.

For an explanation of each filter and how the system will use it, please click here for more information.

Listing Grid

The system will show you a summary of information for each enrolment linked to the agent. The information that displays in the columns for this grid is generally standard information. However, please keep an eye out for any What’s New posts for this screen as this is where we would let you know of any new columns or changes to existing ones that we do.

Icons – Click here to learn more about how to use these icons

Burger Menu – Click here to learn more about how to use the burger menu