Selecting Delivery Plan from underneath the learner name in the side menu will open the Learner Delivery Plan Summary page. This page shows details relating to the delivery of the learner's programme.
The summary page contains the following details for the learner:
Ident Code
Display Picture – Selecting this will open your file browser, where you can search for a new picture if necessary.
Full Name
Email – Select this to open a new email to the learner.
Risk Band – This indicates the level of risk associated with the learner, ranging from green (low-risk) to yellow (medium-risk) and red (high-risk). A grey circle means that no risk level has been set.
Validation Status – This shows whether the learner has passed or failed their most recent Validation check. A clock icon indicates that the learner’s validation status is out of date.
Status – If the learner has not yet been put on a Workflow, the option to Select Workflow will be shown here instead.
Tags – Any Tags that have been added to the learner will be shown here. You can select the X within a tag to remove it, or select the + icon to add new tags.
Overall Qualification Progress – This shows the learner’s progression through their Qualifications, based on the proportion that are Not Started, Complete (an Actual End Date has been entered), In Progress or Overdue (the Expected End Date has passed).
Target/Skill Scan Competency – If you use Target Scans, this shows the overall competency through the learner’s Knowledge, Skills and Behaviours at their most recent scan.
Programme Type
Programme Status
Programme Dates
Main Qualification – Selecting this will take you to the corresponding Learning Aim Summary.
OneFile Integration – If you have Enabled Integration with OneFile, buttons will be available here to upload and manage the learner in the OneFile ePortfolio. This is explained further in Enrolling Learners with OneFile.
Icons are available underneath the learner name to create various activities involving the learner. The following icons are available:
– This will open the Create Appointment window.
– This will open the Log Email window.
– This will open the Log Call window
– This will open the Create Task window.
The remaining personal details for the learner are found in the various tabs in the summary page. Information can be edited from within these each tabs. The following tabs are available: