Using Enrollments Filters

To Filter Enrollments:

1. Find the Item: Sponsor Organization dropdown.

Offering, Enrollments, Sponsor Organization Filter Location

2. Click on the dropdown to see available filter options.

Offering, Enrollments, Filter Dropdown Options

After selecting, the Item: CIT Corporation dropdown will appear:

Offering, Enrollments, Filter Selection Results With Two Dropdowns

Note

Two dropdowns will appear if the selected Item: Sponsor Organization has only one Item: CIT Corporation.

Warning: this feature is currently in development

This feature is currently in development and may not be available in all environments.

3. Select the organization (e.g., CIT Corporation).

Offering, Enrollments, CIT Corporation Filter Selection

After selecting, the Item: Offering and Item: Status dropdowns will appear.

• The Item: Offering dropdown will populate with the first option on the list.

• The Item: Status dropdown will populate with the first option on the list (Option: All).

Offering, Enrollments, Offering and Status Dropdowns Appear

4. Select the Offering

1. Find and Action: Select the Item: Offering dropdown.

Offering, Enrollments, Offering Dropdown Location

2. Action: Select an offering from the offering dropdown.

   

   Offering, Enrollments, Offering Dropdown Selection

5. Select the Status

1. Find and Action: Select the Item: Status dropdown.

   

   Offering, Enrollments, Status Dropdown Location

2. Action: Select a status from the status dropdown.

   

   Offering, Enrollments, Status Filter Selection

Available Statuses

The Item: Status dropdown will populate with the following options:

• Status: Active - Investor is currently enrolled and actively participating in the offering.

• Status: Pending - Enrollment application is awaiting review and approval.

• Status: Approved - Enrollment has been approved but not yet activated.

• Status: Rejected - Enrollment application was not approved.

• Status: Suspended - Enrollment has been temporarily suspended.

• Status: Inactive - Investor enrollment has been deactivated or terminated.

• Status: Expired - Enrollment period has ended and is no longer valid.