Enrollments

Tracks which members are enrolled in each literacy module and their progress through it. Officers use it to manage cohorts, mark attendance or completion, and measure participation in client-education programmes that often accompany group lending.

Enrollments
Enrollments — live screen from the BridgeERP MFI Suite.

Workflow

  1. Go to Financial Literacy then Enrollments
  2. Click New and select the member and the module
  3. Record progress or completion as the member advances
  4. Use the kanban view to track cohorts through stages
  5. Mark the enrollment complete to make it eligible for a certificate

Fields reference

Every field on this screen, drawn from the live data model.

FieldTypeRequiredDescription
Member
member_id
Link → mfi.memberYesMember
Module
module_id
Link → mfi.member.literacy.moduleYesModule
Enrolled On
enrolled_date
Date & timeYesEnrolled On
Status
state
Choice: Enrolled, In Progress, Completed, FailedYesStatus
Has Message
has_message
Yes/NoHas Message
Started On
started_date
Date & timeStarted On
Completed On
completed_date
Date & timeCompleted On
Score (%)
score
NumberScore (%)
Required Score (%)
pass_score
NumberRequired Score (%)
Responses
response_ids
ListResponses
Company
company_id
Link → res.companyCompany
Certificate #
certificate_number
TextCertificate #

Actions & buttons

Buttons available on this screen and what they do:

  • Start
  • Auto-Score and Complete
  • Mark Complete (Admin)
  • Print Certificate

Status lifecycle

Records on this screen move through these statuses:

Enrolled → In Progress → Completed → Failed

Notes & rules

  • Model mfi.member.literacy.enrollment
  • Links member to a literacy module
  • Tracks progress and completion
  • Completed enrollments surface under Certificates

Technical model: mfi.member.literacy.enrollment · Record: Financial Literacy Enrollment

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