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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
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:
Ident Code
Display Picture – Selecting this will open your file browser, where you can search for a new picture if necessary.
Full Name
Email
...
– Select this
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to open a new email to the learner
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.
Risk
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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
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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 A clock icon indicates that the learner’s validation status is out of date.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
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...
that have been added to the learner will be shown here. You can select
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the X within a tag to remove it, or select the +
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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:
– This will open
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window.
– This will open
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the Log Email
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window.
– This will open
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the Log Call
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window
– This will open
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the Create Task
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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