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| Warning |
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We are still actively developing this area of the system quite extensively, so all features are subject to change. Learner editing is currently restricted to some basic learner details and related linked records, such as officers, dependants, and barriers. Certain sections are also heavily restricted in what can be viewed as they are still being designed. We will be opening up further aspects of viewing, editing, and creating learners in the coming months. |
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The Learners tab in the Opportunity Summary lists all Learners who are linked to the opportunity. For each learner, the following details are shown:
Risk 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 dot means that no risk level has been set.
Full Name – Selecting this will take you to the corresponding Learner Summary.
Tags – Selecting the
...
tag icon will expand a list
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of Tags
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attached to the learner.
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You can select the X
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within a tag to remove it, or select the +
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icon to add new tags.
Programme
Start Date
Expected End Date
Actual End Date
Filtering the Learner List
The following searching and filtering options are available by default 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
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.
Sort By – Here you can use the drop-down menu to choose how the list is ordered.
Search – Here you can search by learner Name or ID.
Tags – Selecting
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the Search...
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box will open a drop-down menu where you can add
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multiple Tags
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to search by. The following search options are available:
Any – This will filter the list to records that contain at least one of the specified tags.
All – This will filter the list to records that contain every specified tag.
None – This will filter the list to records that do not have any of the specified tags.
Status
Site
Programme
Risk Band
Number of records displayed
Along with these, additional fields can be added by
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selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:
Ident
Officer
Funding Organisation
Learner Reference Number
Postcode
Unique Learner Number (ULN)
On Break-in-Learning
Created date
Started date
Ended date
Expected Ended date
Validation Status
Exporting the Learner 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.
Learner Actions
The following actions are available from the learner tab:
Summary – Selecting ... > Summary
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by a learner in the list will take you to the corresponding Learner Summary.
Delete – Selecting ... > Delete by a learner in the list will soft-delete the learner from the entire database, not just the opportunity record. The learner will still appear in the list, but they will be flagged as Deleted. You will be prompted to confirm before you delete the record.
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