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Table of Contents


Selecting ... > Summary by a qualification in either the Learner Qualification List or the Qualifications tab in a Learner Delivery Plan will open the Learner Qualification Summary page. This page shows details for the specific qualification in the learner's programme. In here you can manage units and record evidence and assessments for the qualification.


Learner Details

The summary page contains the following details for the learner:

  • 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 to open a new email to the learner.

  • 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 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 A clock icon indicates that the learner’s validation status is out of date.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 Tags that have been added to the learner will be shown here. You can select the X within a tag to remove it, or select the + 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).

Learner Activities

Icons are available underneath the learner name to create various activities involving the learner. The following icons are available:


 – This will open the Log Call window

 – This will open the Create Task window.

Qualification Details


The remaining personal details for the learner are found in the various tabs in the summary page. Information can be edited from within these each tabs. The following tabs are available: