ESF Contract Number
Reference Type – This is the field that is used as the Reference for the item.
Supplementary Data Panel Date
Contract – Selecting this will take you to the corresponding Contract Summary.
Learner – Selecting this will take you to the corresponding Learner Summary.
Learning Delivery – This is the ILR Learning Aim supported by the item. Selecting this will take you to the corresponding Learning Aim Summary.
Attachment – If a file has been attached to support the item, the filename for the attachment will be shown here with options to Download and Delete the file. If no file has been attached, an option to Upload File will be displayed here instead.
Record Source – This indicates whether the item was entered manually or notgenerated by the Funding Calculator.
Report to ESFA – If this is set to True, the item will be included in your ESF Export File.
Details – This will open the details window explained above.
Edit – This will open a window where you can Edit the Item.
Copy – If the item was manually entered, you can use this option to make a copy of the item. After selecting Copy in the preview window, you will be taken to the Edit Window where you can make the necessary adjustments to the new item. You will need to Save on the edit window for the new item to be created.
Copy Forward – If the item was manually entered, you can use this option to generate multiple copies of the item with different Effective Dates. You can use the Repeat Start, Repeat Until and Repeat Every fields in the preview window to specify how many copies you want to make.
Selecting Copy Forward in the preview window will generate the new copies and show you how many have been made.
Delete – If the item was manually entered, you can delete it using this option. You will be prompted to confirm before the item is deleted.