Learner Payment Summary in PICSWeb

Selecting the ... > Summary will open the Learner Payment Summary page. The name of the learner will be temporarily added to the side menu, meaning that you can quickly return to the record if you navigate away from it.

Learner Details

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 A clock icon indicates that the learner’s validation status is out of date.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.

Learner Activities

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.

Payment Summary

Below the learner details section, any details added to the payment in the Edit Window will be displayed. If no value has been recorded for a field, it will not be displayed.

Recent Activity

The Recent Activity section shows any changes made to the payment record within the chosen date range. Where applicable, a link to relevant attachments or records will be available in the change log.

The following date ranges are available:

  • Today

  • Last Week

  • Last Month

  • Last 3 Months

  • Last 6 Months

  • Last Year