# Self-Enrollment

Self-Enrollment allows Learners to browse the Explore tab on the [Learner Homepage](/en/lr/66151/#explore) and opt-in to training outside of their [training matrix](/en/lr/50953/#vault-training-objects).



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      <p><strong>Note</strong>: This feature is available for any <em>Training Requirement</em> type in Veeva Training and Veeva Study Training.</p>
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## Feature Dependencies

Learners can only self-enroll in _Training Requirements_ via the Explore tab on the Learner Homepage. You should fully implement the [Learner Homepage](/en/lr/55698501/) prior to any planned use of the Self-Enrollment feature.


## How Self-Enrollment Works {#how-self-enrollment-works}

Training Admins can create _Training Requirement_ records of any type, setting the below Self-Enrollment fields accordingly.

* The __Allow Self-Enrollment?__ field controls the feature overall for a given requirement.
* All requirements for self-enrollment must have a __Self-Enrollment Duration Options__ selection. This field controls whether Learners are granted a specific amount of time to complete the related assignment, or if the training is open-ended.
    * When the Training Admin selects __Self Enrollment Duration__ along with a __Self Enrollment Duration Unit__, Vault uses these values to calculate a resulting _Training Assignment_ record's _Due Date_.
    * When [configured](/en/lr/8295581/) and the Training Admin selects __No Due Date__, Learners are permitted to complete the assignment at their own pace. To do this, Vault sets the assignment's _Due Date Timing_ field to "No Due Date" and counts the assignment within a corresponding category on the [Learner Homepage](/en/lr/66151/#status-panel). In this scenario, the assignment's _Due Date_ remains blank.
* The __Completion Credit Given if Completed Via__ picklist's "Self-Enrolled" value prevents Vault from assigning a new _Training Assignment_ to a Learner in the event the related requirement is added to their training matrix at a later point.
    * When a Learner has already completed a self-enrolled assignment (the record's _Creation Source_ is "Self-Enrolled" and _Lifecycle State_ is "Completed"), Vault does not assign a new matrix assignment.
    * In the event the document version is different between the self-enrolled assignment and the matrix assignment, Vault creates and assigns new _Training Assignment_ regardless of the above factors.


## Configuration Overview

To configure your Vault to support Self-Enrollment:

1. Within all applicable _Training Requirement_ object page layouts, create a "Self-Enrollment" section and include the below fields. See [additional details][1] about how these fields can operate together for a given requirement.
    * _Allow Self-Enrollment?_
    * _Completion Credit Given if Completed Via_
2. Review your Vault's security configuration and ensure Learners are granted the appropriate [permissions][2].
3. Optional: [Configure](/en/lr/8295581/) the _Training Requirement_ object and _Training Assignment_ workflows to support optional due dates, where Learners are permitted to complete self-enrolled assignments at their own pace and are not required to complete them within a specified timeframe.


## Limitations

Vault does not process substitute rules, prerequisite rules, document revision, quiz updates, and recurrence configurations for self-enrolled assignments.


## Related Permissions {#related-permissions}

To use all aspects of the Self-Enrollment feature, Learners must be assigned a [permission set](/en/lr/23647/#how_to_edit_permission_sets) with the below permissions.

Additionally, Learners must be:

* [Eligible](/en/lr/50960/#eligible-states) for training via their _Person_ record. Learners must also have _Read_ access to their own _Person_ record.
* Assigned to a document role with _View Document_ and _View Content_ [permissions](/en/lr/2572/) for the document referenced in the _Training Requirement_ record's _Learner Homepage Card Image_ field. Otherwise, Vault displays a default image on the Explore tab's _Training Requirement_ card.

| Permission Label | Permission |
|---|---|
| Objects: Person | Read |
| Objects: Person: Object Field Permissions | _Read_ access to the _User_ field within the Learner's own Person record. |
| Objects: Curriculum | _Read_ allows filtering by _Curriculum_ on the Explore tab |
| Objects: Training Requirement | _Read_ controls the records visible on the Explore tab |
| Objects: Training Requirement: Object Field Permissions | _Read_ for the following object fields:<br>In Use Training Content Set<br>Last Modified Date<br>Allow Self-Enrollment?<br>Estimated Time to Complete (Minutes)<br>Created Date |

[1]: #how-self-enrollment-works
[2]: #related-permissions