Learner Change Requests Report in PICSWeb
The Learner Change Requests Report produces a list of Learner Change Requests that meet the specified criteria.
Report Options
The following customisation options are available:
Learners Report Type – This controls which date is used in the learner record to determine whether change requests for that learner will be included. Choosing In Learning Between Dates will include requests for any learners whose programme overlaps with the date range. Choosing Starters Between Dates will include requests for any learners whose Start Date falls within the date range. Choosing Leavers Between Dates will include requests for any learners whose Actual End Date falls within the date range. Choosing Created Between Dates will include requests for any learners whose Created Date falls within the date range.
Learners From and To – Here you can specify the date range that will determine the learners whose requests are included in the report. You can either choose a Fixed Date and choose the relevant dates from the calendar date selector, or choose one of the relative values such as Today, Start of Week, Start of Month or others. If you choose a relative value, it is possible to add a positive or negative Offset value, which will adjust the date by the specified number of weeks. For example, choosing End of Week with a +1 Weeks Offset value will run the report from the end of the next week.
Report Type – This controls which date is used in the change request record to determine whether it is included. Choosing Raised Between Dates will include requests whose Raised Date falls within the date range. Choosing Authorised Between Dates will include requests whose Authorised Date falls within the date range. Choosing Actioned Between Dates will include requests whose Actioned Date falls within the date range.
Change Requests From and To – Here you can specify the date range that will determine whether requests are included in the report. You can either choose a Fixed Date and choose the relevant dates from the calendar date selector, or choose one of the relative values such as Today, Start of Week, Start of Month or others. If you choose a relative value, it is possible to add a positive or negative Offset value, which will adjust the date by the specified number of weeks. For example, choosing End of Week with a +1 Weeks Offset value will run the report from the end of the next week.
Learner Tags – Here you can restrict the report to requests for learners with specific Tags. Choosing a tag from the drop-down menu will add it to the field. You can add multiple tags to the field and remove any added ones by selecting the X icon. The following tag options are available:
Any – This will restrict the report to learners that have at least one of the specified tags.
All – This will restrict the report to learners that have every specified tag.
None – This will restrict the report to learners that do not have any of the specified tags.
Site – Here you can restrict the report to requests for learners linked to a specific Site.
Qualification Plan – Here you can restrict the report to requests for learners linked to a specific Qualification Plan.
Contract – Here you can restrict the report to requests for learners linked to a specific Contract.
Programme – Here you can restrict the report to requests for learners enrolled on a specific programme.
Past Expected End – If this is ticked, requests for learners that have passed their Expected End Date will be included.
On Break-in-Learning – If this is ticked, requests for learners that are marked as on a Break in Learning will be included.
Report Output
The learner change requests report consists of a single sheet listing all matching requests. Along with the request details, any Optional Fields chosen when building the report will be included as additional columns.
