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This feature is only available to users licensed for Smart Assessor Integration.

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If you have Enabled the Smart Assessor Integration, data will be exchanged daily between the two systems. There are two main parts to this exchange:

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If you have specified a Qualification Second Assessor Role in Smart Assessor Integration Settings, a second assessor will be linked or created in Smart Assessor with the same details. The officer uploaded here depends on which role you have chosen.

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Details will only be uploaded for qualifications that PICSWeb recognises as being supported in Smart Assessor. You can Refresh Qualification Links in the Smart Assessor Summary to update PICSWeb with which qualifications are supported.

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You can configure which Review Types are assigned to the different Smart Assessor event types in the Smart Assessor Summary page.

Review details imported from Smart Assessor will first be checked against existing Reviews for the learner to see if the data should be used to create a new review or update an existing one.

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  • Review Ident

  • Review Type – As Smart Assessor uses different review type codes, this will be categorised according to your preferences in the Smart Assessor Summary.

  • Attended Status – This will initially be set to Unknown, then updated if any attendance information can be found in Smart Assessor.

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Changes to Learner Details

Depending on your Smart Assessor Integration Settings, changes to learner details in PICS or Smart Assessor will either be ignored, pushed from PICS to Smart Assessor, or pulled down from Smart Assessor to PICS. However, the ULN field can only be pushed from PICS.

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Changes to Officer Details

Depending on your Smart Assessor Integration Settings, changes to officer details in PICS or Smart Assessor will either be ignored, pushed from PICS to Smart Assessor, or pulled down from Smart Assessor to PICS. The following details will be updated:

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If you have switched on Push Changes to Learner Employer in Smart Assessor Integration Settings, any change of the learner’s employer in PICS will be respected in Smart Assessor, as per the organisation linking process outlined above.

Depending on your Smart Assessor Integration Settings, changes to organisation details in PICS or Smart Assessor will either be ignored, pushed from PICS to Smart Assessor, or pulled down from Smart Assessor to PICS. The following fields will be updated:

  • Name

  • Phone Number

  • Website

  • Address 1-4

  • Postcode

Changes to Qualification Details

Changes to Qualifications statuses against learners are synced with Smart Assessor. These changes can be done by updating the ILR data against the Learning Aim, setting the appropriate Actual End Date, Completion Status & Outcome. With the Learning Aim closes, this will be reflected in Smart Assessor upon the next data synchronisation; be that automatically overnight, or manually by clicking the Update Learner In Smart Assessor button located on the learners Delivery Plan page.

In addition to this Learner statuses are also updated in Smart Assessor by placing a learner on a Break in Learning. This is done in the ILR Summary page, under the Actions button.

Please see Breaks in Learning in PICSWeb for more details.