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Once you have enabled the Smart Assessor integration, the following pages cover other useful information:

A full Data Exchange page is also available.

Selecting Integrations > Smart Assessor from the Configuration section of the side menu will take you to the Smart Assessor Summary page, where you can set up and manage your integration.

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  • Integration Enabled

  • Username

  • Password

  • Client Key

  • 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 Smart Assessor, the value in PICS will be used to populate the Smart Assessor field. If you choose Update PICS from Smart Assessor Data, the value in Smart Assessor 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 Smart Assessor, the value in PICS will be used to populate the Smart Assessor field. If you choose Update PICS from Smart Assessor Data, the value in Smart Assessor 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 Smart Assessor, the value in PICS will be used to populate the Smart Assessor field. If you choose Update PICS from Smart Assessor Data, the value in Smart Assessor 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.

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

  • Qualification Second Assessor Role – Here you can choose which of the Learner Officer roles will be uploaded as the Second Assessor in Smart Assessor.

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