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Selecting the ... > Summary will open the Learner Payment Summary page. The name of the learner will be temporarily added to the side menu, meaning that you can quickly return to the record if you navigate away from it.

Image Modified

Learner Details

The summary page contains the following details for the learner associated with the payment.

• Display Picture – Selecting this will open your file browser, where you can search for a new picture if necessary.
• Full Name
• Email Address – Selecting this will open a new email to the learner in your web email server.
• Risk Band – This indicates the level of risk associated with the learner, ranging from green (low-risk) to yellow (medium-risk) and red (high-risk). A grey dot means that no risk level has been set.
• Validation Status
• Tags – Any Tags that have been added to the learner will be shown here. You can select the X within a tag to remove it, or select the + icon to add new tags.

Learner Activities

Icons are available underneath the learner name to create various activities involving the learner. The following icons are available:

Image Modified – This will open the Create Appointment window.

Image Modified – This will open the Log Email window.

Image Modified – This will open the Log Call window

Image Modified – This will open the Create Task window.

Payment Summary

Below the learner details section, any details added to the payment in the Edit Window will be displayed. If no value has been recorded for a field, it will not be displayed.

Recent Activity

The Recent Activity section shows any changes made to the payment record within the chosen date range. Where applicable, a link to relevant attachments or records will be available in the change log.

The following date ranges are available:

• Today
• Last Week
• Last Month
• Last 3 Months
• Last 6 Months
• Last Year