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Your Document Templates can be set up for a variety of different data areas in PICSWebPICS. Each document specification is based on a Report Template and can export the data fields included in that report. This page lists the available types and where in PICSWeb PICS you can generate them.
The type can be chosen using the Template For field when Creating a New Document Template.
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Learners
This document is used to export Learner details.
A Learners document can be Generated for an Individual Learner and Multiple Learners.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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ILR Learners
This document is used to export ILR Details for learners.
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An ILR Learners document can be Generated for an Individual Learner and Multiple Learners.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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Learner Action Plan
This document is used to export Delivery Plan details for learners. The following elements are included:
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An Learner Action Plan document can be can be Generated for an Individual Learner only.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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Learner Reviews
This document is used to export Review details for learners.
A Learner Reviews document can be Generated for an Individual Learner and Multiple Learners.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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Learner Assessments
This document is used to export Assessment details for learners.
A Learner Assessments document can be Generated for an Individual Learner and Multiple Learners.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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Learner Qualifications
This document is used to export Qualification details for learners.
A Learner Qualifications document can be Generated for an Individual Learner and Multiple Learners.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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Learner ILR Aims
This document is used to export ILR details for the learner with ILR Learning Aim details. The fields available in this document can be found in the Learner ILR Aims Report.
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A Learner ILR Aims document can be Generated for an Individual Learner and Multiple Learners.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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Learner ILR Aims Report | ||
Learner ILR Destination and Progression
This document is used to export Destination and Progression details for learners.
A Learner ILR Destination and Progression document can be Generated for an Individual Learner and Multiple Learners.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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Learner ILR Destination and Progression Report | ||
Learner Placements
This document is used to export Placement details for learners.
A Learner Placements document can be Generated for an Individual Learner and Multiple Learners.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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Learner Change Requests
This document is used to export Change Request details for learners.
A Learner Change Requests document can be Generated for an Individual Learner and Multiple Learners.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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Learner Payments
This document is used to export Payment details for learners.
A Learner Payments document can be Generated for an Individual Learner and Multiple Learners.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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Learner Jobs
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This document is only available for customers using PICS for Employability. |
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A Learner Jobs document can be Generated for an Individual Learner and Multiple Learners.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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Learner Jobs Report | ||
Learner Milestones
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This document is only available for customers using PICS for Employability. |
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A Learner Milestones document can be Generated for an Individual Learner and Multiple Learners.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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Learner Milestones Report | ||
Learner Notifications
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This document is only available for customers using PICS for Employability. |
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A Learner Notifications document can be Generated for an Individual Learner and Multiple Learners.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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Learner Notifications Report | ||
Learner Appointments
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This document is only available for customers using PICS for Employability. |
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A Learner Appointments document can be Generated for an Individual Learner only. Only appointments with one learner linked can be used to generate a learner appointment document.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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Appointment Preview in the Calendar in the Learner Delivery Plan. |
Employability Learner Components
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This document is only available for customers using PICS for Employability. |
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An Employability Learner Components document can be Generated for an Individual Learner only.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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Employability Learner Components Report |
Applicants
This document is used to export Applicant details.
An Applicants document can be Generated for an Individual Applicant and Multiple Applicants.
Report Template | Locations for Individual Record | Locations for Multiple Records |
|---|---|---|
Applicant Offers
This function is used to generate a Learner Funding and Information Letter with details of an applicant’s offer. This process is explained further in Offers in the Applicant Summary.
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An Applicant Offers document can be Generated for an Individual Applicant only.
Report Template | Locations for Individual Record | Locations for Multiple Records |
|---|---|---|
Offers Tab in the Applicant Summary |
Officers
This document is used to export Officer details.
An Officers document can be Generated for an Individual Officer and Multiple Officers.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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Officer Reviews
This document is used to export Review details for officers.
An Officer Reviews document can be Generated for an Individual Officer and Multiple Officers.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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Organisations
This document is used to export Organisation details.
An Organisations document can be Generated for an Individual Organisation and Multiple Organisations.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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Organisation Payments
This document is used to export Payment details for organisations.
An Organisation Payments document can be Generated for an Individual Organisation and Multiple Organisations.
Report Template | Locations for Individual Record | Locations for Multiple Records |
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