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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.

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Learner Details

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

• Ident Code

• Display Picture – Selecting this will open your file browser, where you can search for a new picture if necessary.

• Full Name

• Email

  Address – Selecting

  – Select this

  will

  to open a new email to the learner

  in your web email server

  .

• Risk

  Band – This

  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

  circle means that no risk level has been set.

• Validation Status – This shows whether the learner has passed or failed their most recent Validation check. A clock icon indicates that the learner’s validation status is out of date.

• Status – If the learner has not yet been put on a Workflow, the option to Select Workflow will be shown here instead.

• Tags – Any

   

  Tags

   

  that have been added to the learner will be shown here. You can select

  the X 

  the X within a tag to remove it, or select the +

   

  icon to add new tags.

• Overall Qualification Progress – This shows the learner’s progression through their Qualifications, based on the proportion that are Not Started, Complete (an Actual End Date has been entered), In Progress or Overdue (the Expected End Date has passed).

• Target/Skill Scan Competency – If you use Target Scans, this shows the overall competency through the learner’s Knowledge, Skills and Behaviours at their most recent scan.

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 the Create Appointment window window.

Image Modified – This will open the the Log Email window window.

Image Modified – This will open the the Log Call window window

Image Modified – This will open the the Create Task window 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.

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The following date ranges are available:

• Today

• Last Week

• Last Month

• Last 3 Months

• Last 6 Months

• Last Year