Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

...

...

...

...

...

...

...

...

Expand
titleOn This Page
Table of Contents

The Dependants tab in the Learner Summary shows any people who have been attached to the learner as a dependant. For each dependant, the following details are shown:

  • Forename

  • Surname

  • Sex

  • Date of Birth

  • Ethnicity

  • Education Level

  • Relation

...

Filtering the Dependant List

The option to filter the dependant list by by Number of Records is  is available from above the list. Once you have entered the necessary details, press press Enter or select  or select the Image RemovedSearch icon to run the search and apply your filters.

Exporting the Dependant List

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

Creating a New Dependant

Selecting Selecting Create Dependant Dependant in the dependants tab will open a window where you can create a new dependant record. In this window, you can enter the Forename and Surname then choose a Relation from the drop-down menu.Image Removed

...

Once you have finished, select Save to  to add the dependant or Cancel to  to discard them. Further details can be added by editing the dependant.

Editing Dependants

Selecting ... > Edit Edit by a dependant in the list will open a window where you can edit the following details:

  • Forename

  • Surname

  • Sex

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

  • Ethnicity – A search bar

    Ethnicity – A search bar is available in the drop-down menu.

  • Education Level – A search bar is available in the drop-down menu.

  • Relation – A search bar is available in the drop-down menu.

...

Once you have finished, select Save to  to confirm your changes.

Deleting Dependants

Selecting ... > Delete by a note in the list will list will delete the dependant. You will be prompted to confirm before the dependant is deleted.