The following details for the learner are shown at the left-hand side of the page:
Display Picture – Selecting this will open your file browser, where you can search for a new picture if necessary.
Email Address – Selecting this will open a new email to the learner in your web email server.
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 dot means that no risk level has been set.
Workflow – If the learner has been attached to a Workflow, the current status will be shown here. You can select this to change the status. If no workflow has been added, a button to Select Workflow will be shown.
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 bar shows the overall progress through the learner’s Qualifications.
Target/Skill Scan Competency – This bar shows the overall competency in the learner’s Target Scope recorded at the most recent Target Scan.
The following delivery details are available below the learner details:
eAssessor Type – This indicates whether the learner has Full Portfolio functionality, is Tracker Only or Do Not Show. This type is used to calculate whether the learner is included in your count of licensed portfolio learners. Selecting the pencil icon will open a window where you can edit the eAssessor type.
As well as the tabs explained above, you can choose from a set of additional data tabs from the Learner Summary and Delivery Plan, as well as dedicated portfolio tabs, to display in the portfolio section. Any additional tabs you choose will be available for all PICSWeb users with learner portfolio permissions.
For each area, you can choose whether to make it visible for Users, with options for Learner Users and Contact Users available for certain areas,
Once you have made your choices, select Save to add all ticked tabs and remove all unticked ones from the learner portfolio.
These learner record tabs are explained in full in the linked pages: