Creating Records from Learner Components in PICSWeb

Once you have Added Components to a Learner, you can begin to create the records in the learner’s Delivery Plan that the components represent.

To do this, open the relevant Component Summary and go to the Component Details tab. The Exists? field indicates whether or not the record has already been created.

Open

Selecting the Create button will open a window where you can edit the Title, Type and Due Date from the defaults for the component if necessary. Once you have made any changes, select Save to create the record or Cancel to discard it.

Open

After saving the new record, you will be taken to the standard Edit window for that record type. Any fields that are specified for the component will be populated. Once you have made your changes, select Save to confirm them or Cancel to discard them.