Affiliate Site - Set up

As an affiliate site under a training center account, you have the capability to enter rosters for your classes. This document will help you set up your courses, add students to a roster, and finalize it to assign the students their certification.

Your account settings and print certifications are controlled by your TC admins

Log in to your account

Once your Training Center creates your account and provides your username and temporary password, please navigate to the login page at

https://www.enrollware.com/admin/login.aspx

Enrollware Dashboard

Once logged in, you will see your dashboard. Your training center might have set up a message with instructions above your classes on what their expectations are.

Depending on your account role, you will see different options under your navigations tabs on the left hand side.

Classes and students

Classes will show all your rosters- this is your main screen and you will be able to add a class

Student Search - Basic search system for your students

Student Export - Export any students with their class information

TC Product orders- Purchase and products your TC offers through this option

Settings

Here you will be able to add your course types to be able to create classes

This is sometimes controlled by your TC

Card settings- Print physical cards

Help Tab

This tab will have help features for your account like our quick start guide and the getting started video

Adding and Finalizing Rosters

Once all information has been added to your system, you can start adding your rosters by selecting the Add a class button on the classes and students tab

Your Edit screens for your class should look like this

You will select your course > Instructor > Location > Time > Hours > Assistants > Student/ Manakin ratio and any notes applicable.

Select the Update class button when done.

Once that is completed you should see your new class on your initial dashboard with an unfinalized banner. Next you will add students by selecting the Blue action button

There are two options to add a student. The first one is your quick add with basic information and the second option is the add student button that shows their full profile

When all your students are in your class and make sure they have a valid score and status, you can then Order cards from your TC if required or finalize your roster by selecting the finalize roster button on the class details page.

Be aware that your TC might require your signature to be able to finalize

Once finalized your TC might lock the roster and prevent any changes, this will require for them to unlock them for you.

TC product orders

If you need to order any ecards from your TC , this can be done two ways.

The first is to navigate to your class and select the Product Order Form, this will attach the order to this specific roster

The second option is to navigate to your Classes and students tab and select TC product orders.

Here your TC will display the products available for your to choose and you can select the New order button. This will not attach the order to any roster.

Once the order has been placed your TC will be able to see it on their end and process the orders for you. If you have any questions regarding your account please contact your TC admin.

Issue Ecards

Some accounts have the capability to issue cards, please make sure you know if your TC admins will issue them for you or you have the capability to do so.

To issue cards please follow these steps

AHA Card Key

The AHA requires an API Key that identifies the administrative user who is issuing the cards. This can be obtained at https://ecards.heart.org/APIGateway and is unique for each individual login at the AHA site. This key is entered into Enrollware in the My Account page.

Instructor IDs

It’s very important that your instructors’ AHA IDs are entered correctly in their user record. The system uses this ID to record the correct instructor when cards are assigned. An error will occur if this ID is not correct. You can easily check and update these IDs from your Instructor Records page.

Assigning Cards

Once the system setup is complete, and there is an inventory of eCards in your AHA account, you will be able to issue the cards from the Enrollware Print Cards page. You can access this page as you have in the past, either from the past class list or the class edit page. You’ll notice a new tab on the Print Cards page titled AHA Direct Connect.

On this page, click the checkboxes next to the students’ names to indicate which ones should receive cards. Then verify the Card Type and the inventory of eCards present in your AHA account. Once you’ve verified that everything is correct, click the Issue eCards button. After a few seconds, the process will complete and the results will be shown. For students who have been successfully issued an eCard, an icon with a link to the AHA claim url will show up in the eCard column on this page, as well as on the student list in the class edit screen. The eCard code will also be saved in their student record accessible from the student edit screen.

Prior to Issuing Cards

Select where you want the email to be sent from( AHA or enrollware)

Send by default in settings- site settings

Choose from where to send

This is what will be sent over after sending from Enrollware:

Congratulations on completing your American Heart Association training!

You have been issued an eCard. Click here to claim your eCard.

If clicking above does not open the correct web page for claiming your eCard, copy and paste this URL into your browser window.

Ecard link (will populate)

Once you have claimed your eCard, it is a valid AHA course completion card and can be presented to an employer as proof that you have successfully completed training. This eCard will expire two years from the course date.

Your eCard is not valid until you have claimed it.

Please contact your AHA Training Center or Instructor if you have any questions.

Thank you,

After Issuing eCards

In the student edit screen: