The Documents tab in the Learner Summary shows any documents related to contact with the learner. For each document, the following details are shown:
- Title
- Date
- Type – This is a custom value used to categorise files uploaded to PICSWeb records. Types are maintained in the Document Types section of List and Type Configuration.
- Officer – Selecting this will open the corresponding Officer Summary page.
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Selecting ... > Edit by a document in the list will open a window where you can edit the following details:
- Title
- Date – Selecting this field will open a calendar date selector.
- Type
- Officer – A search bar is available in the drop-down menu.
- Visible to Learner
- Description
Once you have finished, select Save to confirm your changes.
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- Details – Selecting ... > Details by a document in the list will open a window where you can view all details recorded for the document. The information shown here will depend on which fields have been completed in the edit window explained above. Links are available in this window to Edit or Download the document.
- Download – Selecting ... > Download by a document in the list will download a copy of the attached file.
- Delete – Selecting ... > Delete by a document in the list will delete the document from PICSWeb. You will be prompted to confirm before the document is deleted.