PICS Document Template Types

Your Document Templates can be set up for a variety of different data areas in PICS. Each document specification is based on a Report Template and can export the data fields included in that report. This page lists the available types and where in PICS you can generate them.

The type can be chosen using the Template For field when Creating a New Document Template.

Learners

This document is used to export Learner details.

A Learners document can be Generated for an Individual Learner and Multiple Learners.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Learners Report

Learner Summary

Learner List

 

Learner ILR Summary

 

ILR Learners

This document is used to export ILR Details for learners.

A template for this document is available in our Document Template Library, based on the ILR form.

An ILR Learners document can be Generated for an Individual Learner and Multiple Learners.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

ILR Learners Report

Learner Summary

Learner List

 

Learner ILR Summary

 

Learner Action Plan

This document is used to export Delivery Plan details for learners. The following elements are included:

An Learner Action Plan document can be can be Generated for an Individual Learner only.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Learner Delivery Plan Report

Learner Delivery Plan

 

Learner Reviews

This document is used to export Review details for learners.

A Learner Reviews document can be Generated for an Individual Learner and Multiple Learners.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Learner Reviews Report

Learner Summary

Learner List

 

Learner ILR Summary

 

Learner Assessments

This document is used to export Assessment details for learners.

A Learner Assessments document can be Generated for an Individual Learner and Multiple Learners.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Learner Assessments Report

Learner Summary

Learner List

 

Learner ILR Summary

 

Learner Qualifications

This document is used to export Qualification details for learners.

A Learner Qualifications document can be Generated for an Individual Learner and Multiple Learners.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Learner Qualifications Report

Learner Summary

Learner List

 

Learner ILR Summary

 

Learner ILR Aims

This document is used to export ILR details for the learner with ILR Learning Aim details. The fields available in this document can be found in the Learner ILR Aims Report.

A template for this document is available in our Document Template Library, based on the ILR form with fields for 5 ILR Aims.

A Learner ILR Aims document can be Generated for an Individual Learner and Multiple Learners.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Learner ILR Aims Report

Learner Summary

Learner List

 

Learner ILR Summary

 

Learner ILR Destination and Progression

This document is used to export Destination and Progression details for learners.

A Learner ILR Destination and Progression document can be Generated for an Individual Learner and Multiple Learners.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Learner ILR Destination and Progression Report

Learner Summary

Learner List

 

Learner ILR Summary

 

Learner Placements

This document is used to export Placement details for learners.

A Learner Placements document can be Generated for an Individual Learner and Multiple Learners.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Learner Placements Report

Learner Summary

Learner List

 

Learner ILR Summary

 

Learner Change Requests

This document is used to export Change Request details for learners.

A Learner Change Requests document can be Generated for an Individual Learner and Multiple Learners.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Learner Change Requests Report

Learner Summary

Learner List

 

Learner ILR Summary

 

Learner Payments

This document is used to export Payment details for learners.

A Learner Payments document can be Generated for an Individual Learner and Multiple Learners.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Learner Payments Report

Learner Summary

Learner List

 

Learner ILR Summary

 

Learner Jobs

This document is only available for customers using PICS for Employability.

This document is used to export Job details for learners.

A Learner Jobs document can be Generated for an Individual Learner and Multiple Learners.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Learner Jobs Report

Learner Summary

Learner List

 

Learner ILR Summary

 

Learner Milestones

This document is used to export Milestone details for learners.

A Learner Milestones document can be Generated for an Individual Learner and Multiple Learners.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Learner Milestones Report

Learner Summary

Learner List

 

Learner ILR Summary

 

Learner Notifications

This document is used to export Notification details for learners.

A Learner Notifications document can be Generated for an Individual Learner and Multiple Learners.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Learner Notifications Report

Learner Summary

Learner List

 

Learner ILR Summary

 

Learner Appointments

This document is used to export Appointment details for learners.

A Learner Appointments document can be Generated for an Individual Learner only. Only appointments with one learner linked can be used to generate a learner appointment document.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Learner Appointments Report

Appointment Preview in the Calendar in the Learner Delivery Plan.

 

Employability Learner Components

This document is used to export Employability Component details for learners to serve as an Action Plan.

An Employability Learner Components document can be Generated for an Individual Learner only.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Employability Learner Components Report

Learner Delivery Plan

 

Applicants

This document is used to export Applicant details.

An Applicants document can be Generated for an Individual Applicant and Multiple Applicants.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Applicants Report

Applicant Summary

Applicant List

Applicant Offers

An Applicant Offers document can be Generated for an Individual Applicant only.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Applicant Offers Report

Offers Tab in the Applicant Summary

 

Officers

This document is used to export Officer details.

An Officers document can be Generated for an Individual Officer and Multiple Officers.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Officers Report

Officer Summary

Officer List

Officer Reviews

This document is used to export Review details for officers.

An Officer Reviews document can be Generated for an Individual Officer and Multiple Officers.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Officer Reviews Report

Officer Summary

Officer List

Organisations

This document is used to export Organisation details.

An Organisations document can be Generated for an Individual Organisation and Multiple Organisations.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Organisations Report

Organisation Summary

Organisation List

Organisation Payments

This document is used to export Payment details for organisations.

An Organisation Payments document can be Generated for an Individual Organisation and Multiple Organisations.

Report Template

Locations for Individual Record

Locations for Multiple Records

Report Template

Locations for Individual Record

Locations for Multiple Records

Organisation Payments Report

Organisation Summary

Organisation List