Courses in the PICSWeb Learner Delivery Plan

The Courses tab in the Learner Delivery Plan shows any Courses that the learner is or has been enrolled on.

You cannot enrol a learner onto a course from this page. Instead, you will need to go to the relevant Course Summary and enrol them from there, or create a Batch Enrolment that includes the learner.

For each course enrolment, the following details are shown:

  • Course – Selecting this will take you to the corresponding Course Summary.

  • Delivered Online – A tick in this column indicates that the course is delivered online. A cross indicates that it is delivered in person.

  • Enrolment Date

  • Start Date

  • End Date

  • Status – This will indicate whether the course is Active or Dormant.

Filtering the Course 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 Search icon to run the search and apply your filters.

  • Sort By – Here you can use the drop-down menu to choose how the list is ordered.

  • Quick Enrolment Dates – This drop-down menu contains some predefined options to filter according to the learner's enrolment and leaving dates.

  • Search – Here you can search by course Name.

  • Number of records – Here you can use the drop-down menu to choose how many results are displayed per page.

Along with these, additional fields can be added by selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:

  • Enrolment ID

  • Starts From date

  • Ends Before date

  • Enrolment Date

Exporting the Course 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.

Creating a New Enrolment

Selecting Actions > Create Enrolment will open a window where you can search for a course to enrol the learner on. Once you have made your choices in the filters above the list, select the Search icon to search for appropriate courses.

For each result, the following details are shown:

  • Instance

  • Delivered Online – A tick in this column indicates that the course will be delivered online.

  • Enrolment Type – This indicates whether the course is Roll-on Roll-off or has a Fixed start date.

  • Leader

  • Enrolled number

  • Number of seats

  • Number of spaces

  • Dates

  • Site

Once you have identified the correct course, select Next to continue.

In the next window, you can enter the Enrolled, Start and End dates. Select Enrol to add the learner to the course. This enrolment will now be shown in the courses tab.

 

Course Actions

Selecting Actions > Timetable will open a window where you can download a timetable for the learner within a specified date range.

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

  • Edit Enrolment – This will open a window where you can Edit the Enrolment for the learner.

  • Edit Attendance – This will open a window where you can Record Attendance for the learner for all Sessions within the course.

  • Delete – This will not delete the entire course but instead remove the learner's enrolment. You will be prompted to confirm that you want to remove the course.