This article will guide you through the process of assigning enrollments to enrollment agents in the Zorro platform.
Steps to Assign Enrollments
Step 1: Access the Enrollments Page
Log in to Zorro using your credentials and navigate to the Enrollments page from the main menu.
Step 2: Select Individuals
In the Enrollments table, select the checkbox next to each individual you want to assign. You can select multiple individuals at once for batch assignment.
Step 3: Open the Actions Menu
Click the Actions menu button, then select Enrollment Actions → Assign Enrollment.
Step 4: Choose an Enrollment Agent
In the assignment dialog, you'll see a dropdown list of available enrollment agents
Select the enrollment agent you want to assign the selected enrollments to
Click Save to complete the assignment
What Happens Next
Once saved, the selected enrollments will be assigned to the chosen enrollment agent. The agent will be able to see and manage these enrollments in their dashboard.