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Table of Contents

The Units tab in the Learning Aim Summary shows any units that make up the qualifications in the current aim. For each unit, the following details are shown:

  • Reference code
  • Title
  • Start date
  • Due date
  • Done date

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Further information and processing options can be found in the Unit Summary page, which you can access by selecting ... > Summary by a unit in the list. The unit summary works in exactly the same way as the Qualification Summary, except the units tab instead shows the Learning Outcomes that make up the unit. Similarly, from this tab you can access the Learning Outcome Summary, which in turn shows the Assessment Criteria that make up the outcome.

Filtering the Unit List

The options to Search the unit list and filter by Number of Records are available from above the list. Once you have entered the necessary details, press Enter or select the Image Modified icon to run the search and apply your filters.

Exporting the Qualification List

Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Adding a New Unit

Selecting Add Unit in the Units tab will open a window which will show any available units for the aim. To add a unit, first choose it from the drop-down menu.

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Once you have finished, select Save to add the new unit or Cancel to discard it. After saving, you will be taken to the edit window, where you can add further details as explained below.

Editing Units

Selecting ... > Edit by a unit in the list will open a window where you can edit the following details. Once you have finished, select Save to confirm your changes or Cancel to discard them.

  • Start date – Selecting this field will open a calendar date selector.
  • Due date – Selecting this field will open a calendar date selector.
  • Done date – Selecting this field will open a calendar date selector.
  • Registered date – Selecting this field will open a calendar date selector.
  • Certificate Submitted date – Selecting this field will open a calendar date selector.
  • Certificate Received date – Selecting this field will open a calendar date selector.
  • Certificate Sent date – Selecting this field will open a calendar date selector.
  • Certificate Number

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Unit Actions

The following actions are available from the Units tab:

  • Summary – Selecting ... > Summary by a unit in the list will open the Unit Summary page. This page works just like the Qualification Summary, except instead of listing units it shows the Learning Outcomes that make up the unit.
  • Edit – Selecting ... > Edit by a unit in the list will open a window where you can edit the unit, as explained above.
  • Delete – Selecting ... > Delete by a unit in the list will remove it from the learner record. Bear in mind that this should only be done for units entered in error. You will be asked to confirm before the unit is removed.

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