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  • Title

  • Ethnicity

  • Phone Number

  • Mobile Number

  • Email

  • Address – 4 address field are available.

  • Postcode

  • Postcode prior to Enrolment – You can switch on Same as Postcode to default this field to the current postcode.

  • Prior Attainment Level

  • Disability (Self Assessed)

  • LLDDs – Here you can search the list for any Learning Difficulties or Disabilities (LLDDs) the learner considers themselves to have.

  • Primary LLDD – Here you can add one of the LLDDs specified above as the primary LLDD.

  • ILR Restricted Use Indicator (RUI) – Here you can specify what methods of contact are allowed between the learner and the ESFA.ILR Preferred Method of Contact (PMC) – Here you can specify the learner’s preferred method of contact between themselves and the ESFA.

  • LRS Privacy Notice Seen

  • Allowed Contact Method – Here you can specify what methods of contact are allowed between the learner and their provider.

  • Preferred Contact Method – Here you can specify the learner’s preferred method of contact between themselves and their provider.

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Employment Details

In this section you can enter the following employment details for the learner’s employment status Prior to Enrolment:

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  • Source of Funding (SOF)

  • Apprenticeship Contract Type (ACT) – Here you can specify whether the learner’s programme is funded by a Levy Employer, Non-Levy Employer, or the ESFA.

  • Planned Off-the-Job (OTJ) Hours

  • Restarting Programme (RES) – Here you can indicate whether the learner is restarting an earlier programme.

  • Eligibility for Enhanced Funding (EEF)

  • Main Qualification – Here you can search the drop-down menu for a Qualification to set as the main qualification.

  • Apprenticeship Standard/Framework – Depending on the Programme, here you can specify the learner’s Standard or Framework.

  • Delivery Location Postcode Source – If the delivery location postcode does not correspond to any of the options in the drop-down menu, you can select Enter Postcode and enter it manually in the field below.

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

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

  • Subcontractor – If the learner’s programme is being delivered by a subcontracted provider, you can search the drop-down menu here for an Organisation with the role Subcontractor to link as the subcontractor.

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Apprenticeship

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Prices

In this section you can enter the following Apprenticeship Service (AS) Recognised Prior Learning (RPL) information:

  • AS RPl Identified

  • AS Duration Reduced By

  • AS Price Reduced By

You can also enter the following financial details for both Training, Assessment and Assessment Additional Employer prices:

  • Total Negotiated Price

  • Employer Contribution

  • Lump Sum – This is the first initial payment. You can specify the value of the payment as well as how far after the Programme Start Date it will be paid.

  • Remaining Every/Over X Payments – Here you can specify how the rest of the price will be paid. The Remaining Every fields are used to control the frequency of the remaining payments, while the Over X Payments field controls how many payments will be made after the lump sum. The value of each payment will be calculated by sharing the remaining cost evenly over each remaining payment.

  • EPA Organisation – In the Assessment section you can also search this drop-down menu for an Organisation with the role EPA Organisation to link as the learner’s End Point Assessment (EPA) Organisation.

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  • Tags – Here you can add any necessary Tags to the learner. Multiple tags can be added to the field from the drop-down menu. Tags can be removed from the field by selecting the X icon.

  • eAssessor Type – If you are licensed for eAssessor features in PICSWeb, you can specify whether the learner is a full Portfolio learner, Tracking Only or Do Not Show.

  • Delivery Target – Here you can search the drop-down menu for a Target to link to the learner.

  • Delivery Model – Here you can search the drop-down menu for a Delivery Model to link to the learner.

  • Officers – The five officer fields will depend on which officer roles you have set up for your learners. In these fields you can search the drop-down menu for an Officer to link in the corresponding role.

  • Next of Kin Name

  • Next of Kin Relationship

  • Next of Kin Email

  • Next of Kin Phone 1

  • Next of Kin Phone 2

Any User-Defined Fields you have set up for the New Learner process will also be shown at the bottom of this section.

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Once you have selected Complete in the Additional section, you will be taken to the final completed tab. This tab will confirm that the new learner has been created and show links to the three main areas of the new learner record:

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