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Below these, the following filters are available:
Entered Between - based on the date the learner record was first created in PICS.
Started Between - based on the start date of the learner’s episode.
Expected to End Between - based on the expected end date of the learner’s episode.
Ended Between - based on the actual end date of the learner’s episode.
Still on Status Between - uses the status selected below.
Episode Status – Here you can restrict the automation to learners with a specific Episode Status. This can either be All, Leavers, In Learning or Yet to Start.
Tags – Here you can restrict the automation to learners with specific Tags. Choosing a tag from the drop-down menu will add it to the field. You can add multiple tags to the field and remove any added ones by selecting the X icon. The following tag options are available:
Any – This will restrict the automation to learners that have at least one of the specified tags.
All – This will restrict the automation to learners that have every specified tag.
None – This will restrict the automation to learners that do not have any of the specified tags.
Sites – Here you can restrict the automation to learners linked to specific Sites. You can add multiple sites to the field and remove any added ones by selecting the X icon. The following site options are available:
Any Of – This will restrict the automation to learners that have at least one of the specified sites linked.
None Of – This will restrict the automation to learners that do not have any of the specified sites linked.
Is Blank – This will restrict the automation to learners with no sites linked.
Not Blank – This will restrict the automation to learners with at least one site linked.
Qualification Plans – Here you can restrict the automation to learners with specific Qualification Plans linked. Choosing a plan from the drop-down menu will add it to the field. You can add multiple plans to the field and remove any added ones by selecting the X icon. The following plan options are available:
Any Of – This will restrict the automation to learners that have at least one of the specified plans linked.
None Of – This will restrict the automation to learners that do not have any of the specified plans linked.
Is Blank – This will restrict the automation to learners with no plans linked.
Not Blank – This will restrict the automation to learners with at least one plan linked.
Contracts – Here you can restrict the automation to learners linked to specific Contracts. Choosing a contract from the drop-down menu will add it to the field. You can add multiple contracts to the field and remove any added ones by selecting the X icon. The following contract options are available:
Any Of – This will restrict the automation to learners that have at least one of the specified contracts linked.
None Of – This will restrict the automation to learners that do not have any of the specified contracts linked.
Is Blank – This will restrict the automation to learners with no contracts linked.
Not Blank – This will restrict the automation to learners with at least one contract linked.
Programme – Here you can restrict the automation to learners enrolled on specific programmes. You can add multiple programmes to the field and remove any added ones by selecting the X icon.
Funding Organisation – Here you can restrict the automation to learners funded by specific funding organisations. You can add multiple funding organisations to the field and remove any added ones by selecting the X icon.
Officer – Here you can restrict the automation to learners linked to a specific Officer via a specific Relationship.
Organisation – Here you can restrict the automation to learners linked to a specific Organisation via a specific Relationship.
Past Expected End – If this is ticked, only learners that have passed their Expected End Date will be included.
Break-in-Learning – Here you can choose whether to include learners on a Break in Learning. You can choose whether to include All Learners, Exclude those on a break in learning, or restrict the automation to Only learners on a break in learning. This can be applied either to learners currently on a break or learners who have had a break recorded at some point during their programme.
ILR Export Status – Here you can restrict the automation to learners with a specific ILR Export Status set in their PICS Episode Start tab.
AS Status – Here you can restrict the automation to learners with a specific Apprenticeship Service Status set in their ILR Learner tab.
Self Assessed Disability – Here you can restrict the automation to learners who either do or do not have a self-assessed disability recorded.
Provider End Code – Here you can restrict the automation to learners with a specific Provider End Code recorded in their PICS Episode End tab. Choosing a code from the drop-down menu will add it to the field. You can add multiple codes to the field and remove any added ones by selecting the X icon. The following options are available:
Any of – This will restrict the automation to learners that have at least one of the specified codes.
None of – This will restrict the automation to learners that do not have any of the specified codes.
Is Blank – This will restrict the automation to learners that have no code entered.
Not Blank – This will restrict the automation to learners that have any code entered.
Provider Destination – Here you can restrict the automation to learners with a specific Provider Destination code recorded in their PICS Episode End tab. Choosing a code from the drop-down menu will add it to the field. You can add multiple codes to the field and remove any added ones by selecting the X icon. The following options are available:
Any of – This will restrict the automation to learners that have at least one of the specified codes.
None of – This will restrict the automation to learners that do not have any of the specified codes.
Is Blank – This will restrict the automation to learners that have no code entered.
Not Blank – This will restrict the automation to learners that have any code entered.
Has File Type – Here you can restrict the automation to learners with Files of certain File Types attached. Choosing a type from the drop-down menu will add it to the field. You can add multiple types to the field and remove any added ones by selecting the X icon. The following type options are available:
Any – This will restrict the automation to learners that have at least one of the specified file types.
All – This will restrict the automation to learners that have every specified file type.
None – This will restrict the automation to learners that do not have any of the specified file types.
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