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Manage participants guide

An overview of the different student enrolment methods in Moodle.

About student enrolment

For the most part student enrolment is automated via SITS, business rules or course meta link.

Programme Administrators should not manually enrol students where enrolment is automated. This can mask wider issues.

Lecturers do not have permission to manually users into the Student role in Moodle.

Student enrolment onto SITS modules is automated and no action is required. The tabs below outline the options for student enrolment.

Student enrolment options - Moodle 4

What is it?

All modules running in an academic year are created on the student record system, SITS. For each module on SITS there is a corresponding module on Moodle. When a student is enrolled onto a module in SITS they are automatically enrolled on the corresponding module in Moodle.

How is it managed and maintained?

A student is attached to a module in SITS either via a Diet or by using the SMO (Student Module Taking) screen in SITS. You can view all the modules a student has/is taking by accessing the SMO screen in SITS.


A Diet is a collection of compulsory modules a student has to take on a particular module. A Diet is triggered, and the student is enrolled on these modules, as soon as their enrolment status on SITS changes to “Current”.
Students can also be enrolled onto a module by a member of staff using the SMO screen. This usually happens when the module in question is an option rather than compulsory.

table of students

Once a SMO record has been created in SITS a message (XXNEWSMO) is triggered and sent to Moodle via the Middleware.
Moodle will receive this message and check that a Moodle user account exists for the student.


If there is no Moodle account the message is rejected and an error message is generated (these messages are monitored by the ERES team).
If the user account exists the next check is that the module exists.


If the module does not exist the message is rejected and an error message is generated (these messages are monitored by the ERES team).
If the module exists then the student is enrolled on the module. Moodle will then send back a success message in the form of the Moodle user id to SITS which is stored in the UDFK field of the corresponding SITS SMO record.

Troubleshooting tips

Student cannot see module(s)

  • Check SMO screen to make sure that the student is enrolled on module
  • Check module Period: modules are hidden until the start of the term they are running in.
  • Check the visibility mode of module in Moodle.

Student has withdrawn from the module(s)

  • If a student withdraws from a module, the SMO record is marked as withdrawn by the RTS field (SMO_RTSC) being updated to W, or the SMO is erased.
  • This triggers a message to be pushed to Moodle and the student unenrolled from the module in Moodle.

How to request support

  • If the student is not enrolled on the module in SITS then contact the school/course officers.
  • If the student is attached to the module in SITS but is not enrolled in Moodle then log a request on the IT Self Service Portal.

Notes

Although enrolment onto the Moodle module is in almost real time, at peak periods there will be a delay as the system processes the high volume of enrolments.


A student may change one or more of their options at the start of the academic year. When this occurs, the original enrolment is removed in SITS via the SMO screen and the new enrolment is added. Although the new enrolment will generate a message to send to Moodle, the deletion of the original enrolment does not generate a message. Therefore the student will have more modules on their Moodle account than they are taking.
Modules created via SITS will have a Start Date determined by the Period dates set in SITS. These modules will remain hidden from students until the Start Date is reached.

What is it?

Business rules allow students to be enrolled onto modules based on their school, programme, route or department.
Business rules are triggered when a student’s enrolment status on SITS changes to “Current”. Therefore business rules are triggered once per student per academic year.

How is it managed and maintained?

Business rules are managed and maintained by ERES in IT.
At the end of the academic year each school is provided with a copy of their business rules. The school should then return the list, indicating any amendments to existing business rules. New business rule requests should be submitted via the IT Self Service Portal.
The possible option for business rules are as follows:

  • All current students
  • All current students by student level (U1, U2 etc.)
  • All current students in a school
  • All current students in a school by student level
  • All current students in a department
  • All current students in a department by student level
  • All current students in a route code list
  • All current students in a route code list by student level
  • All current students in programme
  • All current students in programme by student level

Troubleshooting tips

Too many /not enough Students on my module?

In both cases it is best to start with checking the existing business rule. If you do not have a copy of the business rules then contact ERES.
You should check by using the SITS SCE screen, entering the criteria used in the business rule to see if the correct population of students is returned.

How can I tell if the module has a business rule? 

If your module’s Moodle short name is prefixed ‘GEN_’ then it is a generic module and will therefore have a business rule associated with it. To find a module's short name:

  • Open the module
  • Select Settings from the contextual navigation menu.
  • Review the information in the Module short name field.

How to request support

  • All requests for support should be submitted via the IT Self Service Portal.
  • Use the Request a non-SITS Moodle module form on IT Self Service Portal to request a new module using business rule enrolment.

Notes

It is important that the business rules are returned to ERES in adequate time before the start of the registration process for the next academic year.
If business rules are created after the start of the registration process then there is the possibility that enrolments will be missed.


If this happens then you should log a request via the IT Self Service Portal. The team will then extract the student usernames based on the business rule from SITS. They will then use the Moodle “Upload Users” facility to enrol the students onto the generic module.

What is it?

The Course meta link enrolment method makes it possible for one module, the meta module, to bring in enrolments from one or more child module(s). This method will bring in all enrolments from associated child modules, not just student enrolments.

2 child-meta course - Child course A 15 enrolments no course materials - Child course b 12 enrolments - meta course A total 27 enrolments

There are a number of scenarios where this method is used.

The most popular are:

  1. The content of two or more different SITS modules is identical.
  2. You want to provide generic information to a set of students on different SITS modules, much like the business rules method.
  3. You want to provide extra content that is outside of the main module, e.g. a coding boot camp.

How is it managed and maintained?

The course meta link enrolment method can be set up by users who have Programme Administrator access in the Moodle category.

To create a meta module, request a non-SITS Moodle module via IT Self Service Portal.

If the module is being created for Scenario 1 then you should include the names of the Child Modules. This will help to create the module shortname, and provide a signpost that the module you are working on is a Meta module. The module shortname will be in the pattern MDL_SITSCODE-SITSCODE_PRD_YEAR.


Once the Meta module has been created the Programme Administrator will have to add the course meta link enrolment method as follows:

  1. Access the Meta module.From the dropdown menu, enrolment methods is hightlighted
  2. Select Participants from the contextual navigation menu to open the Participants page.
  3. From the drop-down menu on the left of the page, choose Enrolment methods.
  1. From the Add method drop-down list choose Course meta link.

    From the Add Method menu, course meta link is selected

  2. From the Link course, go to the Search box choose the Child Module(s) from the drop-down list to bring in enrolments. You can select more than one from the drop-down list. If you plan on allocating enrolments from each of the child modules into a group, select one module only in this step.
  3. From the Add to group drop-down select Create new group. Creating a group is optional, but it can be useful if you want to restrict access to resources and assessment by enrolments from an individual module.
  4. Once modules and groups are selected, select the Add method button.
  5. The Course meta link will now appear in the list of enrolment methods in the Meta module.
  6. Repeat steps 5-8 to add additional course meta links.

If your Meta module was created for Scenario 1 then it is a good idea to hide the SITS modules so that students do not see the empty Child modules.

Hide a child module

  1. Access the SITS module.
  2. Select Settings to open the menu.
  3. In the General section change Module visibility to Hide.Module visiblity is set to hide
  4. Scroll to the end of the page and select Save and display.
  5. Repeat steps 1-5 for each child module that is not been used to deliver teaching content.

The course meta link enrolment method only copies enrolments: If you have already created content in one of the SITS modules you will need to use the Rollover Tool to copy content.

If the Meta module is running in subsequent years you should remember that the rollover tool does not copy the course meta link enrolments. Therefore you will have to carry out the tasks listed below to create the meta links as well as hiding the SITS modules.

Troubleshooting tips

Students are unable to see module

Check that you have selected the correct module (you may have accidentally selected a module from a previous year or period). Check the Enrolment methods on the module page – it will list the enrolments brought in from the child modules.

Request support

Requests for new Meta modules should be submitted using the Request a non-SITS Moodle module form on IT Self Service Portal. Select Meta link linking as the Enrolment type.

What is it?

Self enrolment is the method whereby students can choose to enrol themselves on a module by typing in an enrolment key they have been given. Self enrolment is only used for non-taught modules where business rules or meta links cannot be applied. This could be used on a cross-university elective module such as a Language Taster Module.

You must set an enrolment key when using self enrolment to ensure that only registered students have access to the module.

How is it managed and maintained?

  1. In the module, select Participants from the contextual navigation menu to open the Participants page. 
  2. From the drop-down menu on the left of the page, select Enrolment methods.
  3. Select the display icon (eye) alongside Self enrolment (Student) to activate Self enrolment. Once activated the eye displays as opened. 

Enrolment methods menu.

Add an enrolment key to module

To be sure that only registered students or a certain group of users can self enrol (and not anyone who searches for and finds the module) you must set an enrolment key which you then give to the relevant users to use when they access the self-enrolment screen.

Select the cog icon  alongside the self enrolment option.

Select Click to enter text to add the enrolment key. Select the eye icon next to the text box to view your enrolment key and ensure you have entered it correctly.

When the key had been added, select Save changes.

 

Edit self enrolment options

Select the cog icon  alongside the self enrolment option to manage other settings related to self enrolment including:

Add a group enrolment key to module

If you wish your users to enrol themselves directly into a group in the course then you can set a group enrolment key. A different key is provided to each group of students.

Default Role

The default role should be set to Student for most enrolments.

Enrolment duration

Tick the Enable box to the right of Enrolment duration and then set the number of hours/days/weeks.

Unenrol inactive after

Select a duration after which inactive students are automatically unenrolled.

Maximum enrolled users

Input the maximum number of users you want in your module. When this limit is reached, no new students will be able to self-enrol. If you leave the number at 0 then there will be no maximum number.

Send course welcome message

The option to send course welcome message to new students who enrol on your module is switched on by default when the self enrolment method is activated. If you prefer not to send a message, select No from the drop-down menu.

If you choose to send a welcome messages, select the sender.

  • Course contact: by default this is the first user who was added to the role of lecturer on the module.
  • Key holder: The Keyholder role may be given to an organisation member so that they may provide the course enrolment key to students when self enrolling. The keyholder does not have to be the module lecturer.
  • No-reply address: a default no-reply address.

To send a welcome message, ensure the Send course welcome message is selected and type in your preferred Custom welcome message in the text box underneath.

Save changes

When all settings are correct, select Save changes.

Professional Services departments may require an all-student module to provide all students at Clerkenwell and Moorgate campuses with access to relevant resources and activities.

Is Moodle the best option?

If you want to share content with students, this is best placed on the Student Hub. If you are planning on engaging students in activities to engage them with the content, the Moodle is a good solution.

Get agreement for an all-student module

For new all-student modules, inform schools what you are planning and seek their agreement. This ensures that Schools are aware of which modules their students are enrolled on and can signpost students to relevant resources.  It also ensures that different departments are not providing duplicated content.

Features that cannot be used on all-student modules

To reduce the amount of emails that students get and to ensure that communications are effectively targeted to students you must not use the following communication features on an all-student module.

  1. News forum
  2. Quickmail

You will also need to switch off subscription on Forums.

Permission to remove on all-student modules

All modules include a link to Participants. This enables students to review who is enrolled on the module. For all-student modules, you should remove permission for students to view Participants so that students are not able to see photos of students outside of their programme. Please log a request on IT Self Service Portal to request that this permission is removed from students. Provide a link to the all-student module so that the Digital Education team can action your request.

Request all student enrolment

Use the Request a non-SITS Moodle module form on IT Self Service Portal to request the module is created. Select Business rule as your Enrolment type.

Current all-student modules

All student modules
Name of module About the module Notes Contact
Learning with Moodle The module includes; how-to screencasts, one-minute video tips and FAQs. It also provides students with an opportunity to try out different assessment activities. This provides an early opportunity for students to practice with core Moodle features such as contributing to a Forum and submitting an assignment in a safe environment. Students studying on Bayes online courses are not enrolled on this module. Digital Education team
CityReady and Academic Skills Resources to support academic study skills n/a Academic Skills team
Introduction to AI Guidance for students on how to use generative AI tools, such as Microsoft CoPilot and ChatGPT, to support their studies. It will provide key information related to academic skills, critical thinking and employability, and a self-assessment for students.   Student Digital Skills team

Student enrolment options - Moodle 3.9

What is it?

All modules running in an academic year are created on the student record system, SITS. For each module on SITS there is a corresponding module on Moodle. When a student is enrolled onto a module in SITS they are automatically enrolled on the corresponding module in Moodle.

How is it managed and maintained?

A student is attached to a module in SITS either via a Diet or by using the SMO (Student Module Taking) screen in SITS. You can view all the modules a student has/is taking by accessing the SMO screen in SITS.


A Diet is a collection of compulsory modules a student has to take on a particular module. A Diet is triggered, and the student is enrolled on these modules, as soon as their enrolment status on SITS changes to “Current”.
Students can also be enrolled onto a module by a member of staff using the SMO screen. This usually happens when the module in question is an option rather than compulsory.

table of students

Once a SMO record has been created in SITS a message (XXNEWSMO) is triggered and sent to Moodle via the Middleware.
Moodle will receive this message and check that a Moodle user account exists for the student.


If there is no Moodle account the message is rejected and an error message is generated (these messages are monitored by the ERES team).
If the user account exists the next check is that the module exists.


If the module does not exist the message is rejected and an error message is generated (these messages are monitored by the ERES team).
If the module exists then the student is enrolled on the module. Moodle will then send back a success message in the form of the Moodle user id to SITS which is stored in the UDFK field of the corresponding SITS SMO record.

Troubleshooting tips

Student cannot see module(s)

  • Check SMO screen to make sure that the student is enrolled on module
  • Check module Period: modules are hidden until the start of the term they are running in.
  • Check the visibility mode of module in Moodle.

Student has withdrawn from the module(s)

  • If a student withdraws from a module, the SMO record is marked as withdrawn by the RTS field (SMO_RTSC) being updated to W, or the SMO is erased.
  • This triggers a message to be pushed to Moodle and the student unenrolled from the module in Moodle.

How to request support

  • If the student is not enrolled on the module in SITS then contact the school/course officers.
  • If the student is attached to the module in SITS but is not enrolled in Moodle then log a request on the IT Self Service Portal.

Notes

Although enrolment onto the Moodle module is in almost real time, at peak periods there will be a delay as the system processes the high volume of enrolments.


A student may change one or more of their options at the start of the academic year. When this occurs, the original enrolment is removed in SITS via the SMO screen and the new enrolment is added. Although the new enrolment will generate a message to send to Moodle, the deletion of the original enrolment does not generate a message. Therefore the student will have more modules on their Moodle account than they are taking.
Modules created via SITS will have a Start Date determined by the Period dates set in SITS. These modules will remain hidden from students until the Start Date is reached.

What is it?

Business rules allow students to be enrolled onto modules based on their school, programme, route or department.
Business rules are triggered when a student’s enrolment status on SITS changes to “Current”. Therefore business rules are triggered once per student per academic year.

How is it managed and maintained?

Business rules are managed and maintained by ERES in IT.
At the end of the academic year each school is provided with a copy of their business rules. The school should then return the list, indicating any amendments to existing business rules. New business rule requests should be submitted via the IT Self Service Portal.
The possible option for business rules are as follows:

  • All current students
  • All current students by student level (U1, U2 etc.)
  • All current students in a school
  • All current students in a school by student level
  • All current students in a department
  • All current students in a department by student level
  • All current students in a route code list
  • All current students in a route code list by student level
  • All current students in programme
  • All current students in programme by student level

Troubleshooting tips

Too many /not enough Students on my module?

In both cases it is best to start with checking the existing business rule. If you do not have a copy of the business rules then contact ERES.
You should check by using the SITS SCE screen, entering the criteria used in the business rule to see if the correct population of students is returned.

How can I tell if the module has a business rule? 

If your module’s Moodle shortname is prefixed ‘GEN_’ then it is a generic module and will therefore have a business rule associated with it. 

How to request support

  • All requests for support should be submitted via the IT Self Service Portal.
  • Use the Request a non-SITS Moodle module form on IT Self Service Portal to request a new module using business rule enrolment.

Notes

It is important that the business rules are returned to ERES in adequate time before the start of the registration process for the next academic year.
If business rules are created after the start of the registration process then there is the possibility that enrolments will be missed.


If this happens then you should log a request via the IT Self Service Portal. The team will then extract the student usernames based on the business rule from SITS. They will then use the Moodle “Upload Users” facility to enrol the students onto the generic module.

What is it?

The Course meta link enrolment method makes it possible for one module, the meta module, to bring in enrolments from one or more child module(s). This method will bring in all enrolments from associated child modules, not just student enrolments.

2 child-meta course - Child course A 15 enrolments no course materials - Child course b 12 enrolments - meta course A total 27 enrolments

There are a number of scenarios where this method is used.

The most popular are:

  1. The content of two or more different SITS modules is identical.
  2. You want to provide generic information to a set of students on different SITS modules, much like the business rules method.
  3. You want to provide extra content that is outside of the main module, e.g. a coding boot camp.

How is it managed and maintained?

The course meta link enrolment method can be set up by users who have Programme Administrator access in the Moodle category.

To create a meta module, request a non-SITS Moodle module via IT Self Service Portal.

If the module is being created for Scenario 1 then you should include the names of the Child Modules. This will help to create the module shortname, and provide a signpost that the module you are working on is a Meta module. The module shortname will be in the pattern MDL_SITSCODE-SITSCODE_PRD_YEAR.


Once the Meta module has been created the Programme Administrator will have to add the course meta link enrolment method as follows:

  1. Access the Meta module.settings menu open. Enrolment methods highlighted
  2. Select Settings to open the menu.
  3. Select Users.
  4. Choose Enrolment methods.
  1. From the Add method drop-down list choose Course meta link.

    add method - choose course meta link from dropdown

  2. From the Link course, go to the Search box choose the Child Module(s) from the drop-down list to bring in enrolments. You can select more than one from the drop-down list. If you plan on allocating enrolments from each of the child modules into a group, select one module only in this step.
  3. From the Add to group drop-down select Create new group. Creating a group is optional, but it can be useful if you want to restrict access to resources and assessment by enrolments from an individual module.
  4. Once modules and groups are selected, select the Add method button.
  5. The Course meta link will now appear in the list of enrolment methods in the Meta module.
  6. Repeat steps 5-8 to add additional course meta links.

If your Meta module was created for Scenario 1 then it is a good idea to hide the SITS modules so that students do not see the empty Child modules.

Hide a child module

  1. Access the SITS module.
  2. Select Settings to open the menu.
  3. Select Edit settings.
  4. In the General section change Course visibility to Hide.

    course visibility is set to hide

  5. Scroll to the end of the page and select Save and display.
  6. Repeat steps 1-5 for each child module that is not been used to deliver teaching content.

The course meta link enrolment method only copies enrolments: If you have already created content in one of the SITS modules you will need to use the Rollover Tool to copy content.

If the Meta module is running in subsequent years you should remember that the rollover tool does not copy the course meta link enrolments. Therefore you will have to carry out the tasks listed below to create the meta links as well as hiding the SITS modules.

Troubleshooting tips

Students are unable to see module

Check that you have selected the correct module (you may have accidentally selected a module from a previous year or period). Check the Enrolment methods on the module page – it will list the enrolments brought in from the child modules.

Request support

Requests for new Meta modules should be submitted using the Request a non-SITS Moodle module form on IT Self Service Portal. Select Meta link linking as the Enrolment type.

What is it?

Self enrolment is the method whereby students can choose to enrol themselves on a module, either immediately by selecting enrol me or by typing in an enrolment key they have been given. Self enrolment is only used for non-taught modules where business rules or meta links cannot be applied. This could be used on a cross-university elective module should as a Language Taster Module.

How is it managed and maintained?

  1. In the module, select Settings to open the menu. 
  2. Select Users
  3. Select Enrolment methods.
  4. Select the display icon (eye) alongside Self enrolment (Student) to activate Self enrolment. Once activated the eye displays as opened. 

Eye icon highlighted in Edit column alongside option Self enrolment (student)

Edit self enrolment options

Select the cog icon  alongside the self enrolment option to manage other settings related to self enrolment including:

Add an enrolment key to module

If you wish only a certain group of users to self enrol (and not everyone who searches for and finds the module) then you can set an enrolment key which you then tell specific students to use when they access the self-enrolment screen.

Add a group enrolment key to module

If you wish your users to enrol themselves directly into a group in the course then you can set a group enrolment key. A different key is provided to each group of students.

use group enrolment keys set to yes

Set the enrolment duration

Tick the Enable box to the right of Enrolment duration and then set the number of hours/days/weeks.

enrolment duration set in days

Unenrol students who haven't been active on the course

Choose an option from the drop-down to the right of Unenrol inactive after to unenrol inactive students

unenrol after never

Decide the maximum number of users in your module

Input the maximum number of users you want in your module in Max enrolled users. When this limit is reached, no new students will be able to self-enrol. If you leave the number at 0 then there will be no maximum number.

max enrolled users

Send a welcome message to new users

The option to send course welcome message to new students who enrol on your module is switched on by default when the self enrolment method is activated. If you prefer not to send a message, select No from the drop-down menu.

If you choose to send a welcome messages, select the sender.

  • Course contact: by default this is the first user who was added to the role of lecturer on the module.
  • Key holder: The Keyholder role may be given to an organisation member so that they may provide the course enrolment key to students when self enrolling. The keyholder does not have to be the module lecturer.
  • No-reply address: a default no-reply address.

send course welcome message choices in dropdown

To send a welcome message, ensure the Send course welcome message is selected and type in your preferred Custom welcome message in the text box underneath.

Save changes

When all settings are correct, select Save changes.

Professional Services departments may require an all student module to provide all students at City with access to relevant resources and activities.

Is Moodle the best option?

If you want to share content with students, this is best placed on the Student Hub. If you are planning on engaging students in activities to engage them with the content, the Moodle is a good solution.

Get agreement for an all student module

For new all student modules, inform schools what you are planning and seek their agreement. This ensures that Schools are aware of what modules their students are enrolled on and can signpost students to relevant resources.  It also ensures that different departments are not providing duplicated content.

Features that cannot be used on all student modules

To reduce the amount of emails that students get and to ensure that communications are effectively targeted to students you must not use the following communication features on an all student module.

  1. News forum
  2. Quickmail
  3. Link to Students in the Module Dashboard.

You will also need to switch off subscription on Forums.

Request all student enrolment

Use the Request a non-SITS Moodle module form on IT Self Service Portal to request the module is created. Select Business rule as your Enrolment type.

Current all student modules

All student modules
Name of module About the module Notes Contact
Learning with Moodle The module includes; how-to screencasts, one-minute video tips and FAQs. It also provides students with an opportunity to try out different assessment activities. This provides an early opportunity for students to practice with core Moodle features such as contributing to a Forum and submitting an assignment in a safe environment. Students studying on Bayes online courses are not enrolled on this module. Digital Education Team
Student Academic Skills and Wellbeing Resources to support academic study skills and wellbeing. n/a Academic Skills Team

Student unenrolment

Unenrolment of students is automated between SITS and SITS coded modules in Moodle.

This means that students will be automatically unenrolled from modules with a SITS code, modules with business rules and meta modules where the child module(s) has a SITS code.

For SITS users, if a SMO record in SITS is marked as withdrawn by the RTS field (SMO_RTSC) being updated to W, or the SMO is erased a message will be pushed to Moodle and the student unenrolled from the module in Moodle.

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