The Documents tab in the Learner Summary shows any documents related to contact with the learner. For each document, the following details are shown:

• Title
• Date
• Type – This is a custom value used to categorise files uploaded to PICSWeb records. Types are maintained in the Document Types section of List and Type Configuration.
• Officer – Selecting this will open the corresponding Officer Summary page.

Filtering the Contact Document List

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

Exporting the Contact Document List

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

Uploading a New Contact Document

Selecting Upload Contact Document in the documents tab will open a window where you can upload a new document. In this window, you can enter the Title, then either drag and drop a file to the File field or select it to open a window where you can browse for the file.

Once you have finished, select Save to upload the document or Cancel to discard it. Further details can be added by editing the document record.

Editing Contact Documents

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

• Title
• Date – Selecting this field will open a calendar date selector.
• Type
• Officer – A search bar is available in the drop-down menu.
• Visible to Learner
• Description

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

Contact Document Actions

As well as uploading and editing, the following actions are available from the documents tab:

• Details – Selecting ... > Details by a document in the list will open a window where you can view all details recorded for the document. The information shown here will depend on which fields have been completed in the edit window explained above. Links are available in this window to Edit or Download the document.
• Download – Selecting ... > Download by a document in the list will download a copy of the attached file.
• Delete – Selecting ... > Delete by a document in the list will delete the document from PICSWeb. You will be prompted to confirm before the document is deleted.