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Table of Contents

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  • Full Name – Selecting this will open the corresponding Learner Summary.

  • Break-in-Learning – A banner here will indicate if the learner is currently on a Break-in-Learning.

  • Tags – Selecting the Tag icon will expand a list of Tags attached to the learner. You can select the X within a tag to remove it, or select the + icon to add new tags.

  • Learner Reference Number (LRN) – Selecting this will open the ILR/Programme Summary for the learner.

  • Start date

  • Expected End date – If the learner has passed their expected end date, they will be flagged here as Overdue.

  • Actual End date

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  • Contract

  • Date of Birth

  • Email – Selecting this will open a new email to the learner in your email client.

  • Main Aim

  • Phone Number

  • Programme

  • Provider ID

  • Qualification Plan – This shows the Qualification Plan set for the learner.

  • Risk Band – Risk band is indicated with a coloured circle by the learner name, with red for high risk, yellow for medium and green for low.

  • Site – This shows the Site linked to the learner.

  • Subcontractor – Selecting this will open the Organisation Summary for the subcontractor linked to the learner.

  • Training Adviser – Selecting this will open the Officer Summary for the officer that is named as the Training Adviser in the learner’s Officers tab.

  • Unique Learner Number

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Filtering the Learner List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Image RemovedSearch icon to run the search and apply your filters.

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  • Ident code

  • System Status – Here you can choose between LiveDeleted, and Archived learners. Be aware that only soft-deleted records will be available, as permanently deleted records are no longer in the database.

  • Officer

  • Subcontractor

  • Employer

  • Funding Organisation

  • Learner Reference Number

  • Postcode

  • Unique Learner Number

  • On Break-in-Learning

  • Created date

  • Started date

  • Ended date

  • Expected End date

  • Validation Status

Exporting the Learner List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

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Selecting Actions > Create from the top-right corner of the list will open a series of windows where you can Create a New Learner.

Selecting the ... icon by a learner in the list will open a menu with the following options:

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