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  • Integration Enabled – If this is switched on, the integration between PICSWeb and Onefile will be enabled. This does not affect the integration between Desktop PICS and OneFile.

  • Customer Token – This is the code supplied to you by OneFile to authenticate your account when PICSWeb connects to OneFile through their REST API.

  • Environment – Here you can choose whether to synchronise data to your Live OneFile environment, or use the Beta or Practice environments instead. You must only use the Live environment for your live install of PICSWeb. If you have a training or sandbox PICSWeb install, you should use the Beta or Practice environments.

  • Update Learner Demographics Mode – Here you can choose which of the two systems takes priority when differences in learner details are found during the synchronisation process. If you choose None, no action will take place. If you choose Push PICS Data to OneFile, the value in PICS will be used to populate the OneFile field. If you choose Update PICS from OneFile Data, the value in OneFile will be used to populate the PICS field. A full list of which fields are included in this process can be found in the Data Exchange page.

  • Update Officer Demographics Mode – Here you can choose which of the two systems takes priority when differences in officer details are found during the synchronisation process. If you choose None, no action will take place. If you choose Push PICS Data to OneFile, the value in PICS will be used to populate the OneFile field. If you choose Update PICS from OneFile Data, the value in OneFile will be used to populate the PICS field. A full list of which fields are included in this process can be found in the Data Exchange page.

  • Update Organisation Demographics Mode – Here you can choose which of the two systems takes priority when differences in organisation details are found during the synchronisation process. If you choose None, no action will take place. If you choose Push PICS Data to OneFile, the value in PICS will be used to populate the OneFile field. If you choose Update PICS from OneFile Data, the value in OneFile will be used to populate the PICS field. A full list of which fields are included in this process can be found in the Data Exchange page.

  • Upload Reviews to OneFile – If this is ticked, Review data will be uploaded when you Enrol a Learner. Full details of what review data will be uploaded are available in the Data Exchange page.

  • Push Changes to Learner Main Officer – If this is switched on, any changes to a learner’s main officer will be respected in OneFile.

  • Push Changes to Learner Employer – If this is switched on, any changes to a learner’s employer will be respected in OneFile.

  • Visit Type for Uploaded Reviews – Here you can specify which Visit Type will be applied in OneFile to reviews uploaded from PICS, out of Not Specified, Remote Session or Face to Face.

  • Download Reviews from OneFile – If this is ticked, Review data will be downloaded as part of the automatic synchronisation. Full details of what review data will be downloaded are available in the Data Exchange page.

  • Additional Assessors – As well as the Main Officer attached to a learner, you can also choose which of the other Learner Officers you want to be uploaded when you Enrol a Learner. If an officer role is ticked, data for that officer will be uploaded. Full details of what officer data will be uploaded are available in the Data Exchange page.

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