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Selecting Actions > Create from the top-right corner of the Participant List will begin the three-step process of creating a new participant record.

In the first window, you can enter the following basic details for the participant:

  • First Names

  • Surname

  • Sex

  • Date of Birth – Selecting this will open a calendar date selector.

  • National Insurance Number

  • Reference Number – Here you can either leave the number to Auto Generate or untick that option and enter a number manually.

  • Start Date – Selecting this will open a calendar date selector.

  • Jobcentre – Here you can search for an Organisation with the role Job Centre to link as the participant’s referring Job Centre.

  • Contract

  • Qualification Plan/Programme – Here you can either search for a Qualification Plan or Programme to serve as the basis of the participant’s programme in PICSWeb.

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Select Continue to progress to the next step, which is made up of two tabs. In the first tab, you can enter the following Programme details:

  • Site – Here you can restrict the participant to a specific Site.

  • Referral Date – Selecting this will open a calendar date selector.

  • Opportunity Code

  • Programme Expected End date – Selecting this will open a calendar date selector.

  • Subcontractor – If the delivery of the participant’s programme is being subcontracted to another organisation, here you can search the field for an Organisation with the Subcontractor role to link.

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In the next tab, you can enter the following Participant details:

  • Select Tags – Here you can search for Tags to add to the participant. You can add multiple tags in this field.

  • Title

  • Ethnicity

  • Telephone number

  • Mobile number

  • Email

  • Address – 4 address fields are available.

  • Postcode

  • Allowed Contact Methods – Here you can choose which contact methods the participant has consented to from the drop-down menu.

  • Preferred Contact Method – Here you can choose which of the Allowed Contact Methods is the participant’s preferred method.

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After entering these details, you can either select Save to add the new participant and progress to the third step, or Save > Save and Close to add the new participant and skip the third step.

In the third step, you can enter the following details relating to the participant’s delivery:

  • eAssessor Type

  • Delivery Target

  • Delivery Model

  • Personal Adviser – Here you can search the field for an Officer to link in this role.

  • Training Adviser – Here you can search the field for an Officer to link in this role.

  • Placement Adviser – Here you can search the field for an Officer to link in this role.

  • Careers Adviser – Here you can search the field for an Officer to link in this role.

  • Mentor – Here you can search the field for an Officer to link in this role.

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Once you have entered the necessary details, select Save to go to the new Participant Summary.