Selecting Actions > Edit
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from a Learner Summary
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page will open a window where you can edit certain fields not available to edit in the summary. A Find Field search bar is available at the top-right to search for a field. As you enter text, the list of fields will update automatically.
Once you have finished, select Save
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to apply the changes and return to the summary page, or Cancel
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to exit without saving.
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We recommend that you Validate the learner record after making any changes. The following fields are available to edit:
Forename
Surname
Title
Sex
Date of Birth – Selecting this field will open a calendar date selector.
Telephone number
Mobile number
Email address
Allowed Contact Methods – A search bar is available at the bottom of the menu. Once you have added a contact method, you can select the X next to it to remove it again.
Preferred Contact Method – A search bar is available at the top of the menu. You will be shown an error message if you try to save the record with a contact method in this field that has not been named as an Allowed Contact Method.
Risk band
Address – Four fields are available to enter the address.
Postcode
National Insurance (NI) Number
Next of Kin Details
Site – A search bar is available at the top of the menu.
Opportunity – You can use the drop-down menu to choose from the available Opportunities. A search bar is available at the top of the menu.
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