Enrollment

Enrollment refers to the process of bringing new person records into the Registry. There are multiple ways to do this, but in the end the result is the same: a new set of attributes about the person is recorded in the Registry. Invitation is the default type of enrollment.

Enrollment Flows can be used to customize the enrollment process. Enrollment flows can also add additional Organizational Identities or CO Person Roles to an existing CO Person, through some form of identity matching. The execution of an enrollment flow results in the creation of a Petition, an artifact that tracks the enrollment and becomes an historical record once enrollment is completed. For day to day purposes, petition attributes are copied to operational records, which are editable via the web and REST interfaces.

The following participants are involved in enrollment:

• The CO Administrator configures the enrollment flow(s) for the CO.
• The Petitioner executes the enrollment flow, creating a petition. The petitioner could be a CO or COU administrator, an existing member of the CO, or a non-member with no existing affiliation to the CO.
• The Enrollee is the subject of the petition.
• An Approver optionally reviews and approves (or denies) the petition.

Linking

Linking refers to the management of links between existing Organizational Identities and CO Person records. Linking can happen automatically as part of an enrollment process. However, a CO Administrator can also manually adjust these links, usually to resolve enrollment issues.