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The Qualification
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Plans tab in
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shows any Qualification Plans associated with the opportunity. For each plan, the following details are shown:
Description
Code
Quantity – This indicates how many programmes are available in this opportunity.
Age Band
Funding and Monitoring (FAM) Annual Contract Type (ACT) – This indicates whether the programme will be funded by Levy Funds or Co-Investment.
VAT Status
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Filtering the Qualification Plan List
The options to search the qualification plan list by Code or Description or filter
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by Number of Records
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are available from above the list. Once you have entered the necessary details,
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press Enter
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or select the
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Search icon to run the search and apply your filters.
Exporting the Qualification Plan List
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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 Qualification Plan
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Selecting Add Qualification Plan in the qualification plan tab will open a window where you can link a new qualification plan to the learner. A search bar is available at the top of the drop-down menu.
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Once you have finished, select Save
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to add the qualification or Cancel
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to discard it. Further details can be added by editing the qualification, as explained below.
Editing
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Qualification Plans
Selecting ... >
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Edit by a
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plan in the list will open a window where you can edit the following details
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- Title
- Achieved date – Selecting this field will open a calendar date selector.
- Qualification
- Level
- Grade
- Certification Status
- Verified Type
- Verified Date – Selecting this field will open a calendar date selector.
- Proxy Type
- Proportion
- Expires date – Selecting this field will open a calendar date selector.
- Proxy Notes
- Relaxation For
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. A Find Field search box is available at the top of the window.
Quantity
Age Band
Funding and Monitoring (FAM) Annual Contract Type (ACT) – Here you can specify which ACT code will be associated with new learners on this qualification plan:
Apprenticeship Contract with Levy Employer (ACT1L) – The learner is on the Apprenticeship Service and Levy-Funded.
Apprenticeship Contract with Non-Levy Employer (ACT1N) – The learner is on the Apprenticeship Service but is Co-Invested.
Apprenticeship Contract with ESFA (ACT2) – The learner is not on the Apprenticeship Service and is Co-Invested.
VAT Status
Total Negotiated Prices – Here you can enter the Total Negotiated Prices (TNPs) for the learner's Training and Assessment.
Employer Training and Assessment Costs – Here you can schedule how the Training and Assessment TNPs will be paid. For each type of cost, you can specify the following:
Total amount
Lump Sum
At – Here you can specify when the lump sum will be paid in relation to the applicant's Start or Expected End date.
Remaining Every – Here you can specify the length of time between payments.
Max Payments – Here you can enter the maximum amount of payments.
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Qualification Plan Actions
Along with adding and editing
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plans, selecting ... > Delete by a record in the
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list will remove the
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plan from the learner record. You will be prompted to confirm before the record is removed.