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Selecting Actions > Create from the top-right corner of the Participant List will begin the three-step process of creating a new participant record.
In the first window, you can enter the following basic details for the participant:
First Names
Surname
Sex
Date of Birth – Selecting this will open a calendar date selector.
National Insurance Number
Reference Number – Here you can either leave the number to Auto Generate or untick that option and enter a number manually.
Start Date – Selecting this will open a calendar date selector.
Jobcentre – Here you can search for an Organisation with the role Job Centre to link as the participant’s referring Job Centre.
Contract
Qualification Plan/Programme – Here you can either search for a Qualification Plan or Programme to serve as the basis of the participant’s programme in PICSWeb.
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Select Continue to progress to the next step, which is made up of two tabs. In the first tab, you can enter the following Programme details:
Site – Here you can restrict the participant to a specific Site.
Referral Date – Selecting this will open a calendar date selector.
Opportunity Code
Programme Expected End date – Selecting this will open a calendar date selector.
Subcontractor – If the delivery of the participant’s programme is being subcontracted to another organisation, here you can search the field for an Organisation with the Subcontractor role to link.
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In the next tab, you can enter the following Participant details:
Select Tags – Here you can search for Tags to add to the participant. You can add multiple tags in this field.
Title
Ethnicity
Telephone number
Mobile number
Email
Address – 4 address fields are available.
Postcode
Allowed Contact Methods – Here you can choose which contact methods the participant has consented to from the drop-down menu.
Preferred Contact Method – Here you can choose which of the Allowed Contact Methods is the participant’s preferred method.
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After entering these details, you can either select Save to add the new participant and progress to the third step, or Save > Save and Close to add the new participant and skip the third step.
In the third step, you can enter the following details relating to the participant’s delivery:
eAssessor Type
Delivery Target
Delivery Model
Personal Adviser – Here you can search the field for an Officer to link in this role.
Training Adviser – Here you can search the field for an Officer to link in this role.
Placement Adviser – Here you can search the field for an Officer to link in this role.
Careers Adviser – Here you can search the field for an Officer to link in this role.
Mentor – Here you can search the field for an Officer to link in this role.
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Once you have entered the necessary details, select Save to go to the new Participant Summary.