Adding a New ESF Supplement Item in PICSWeb

Selecting Actions > Add New Supplement from the ESF Contracting Summary will open a window where you can record a new supplement item to include in the ESF Export File.

In this, window you can record the following details for the new item:

• Contract – Here you can specify which Contract covers the item. Only contracts with a valid Round 2 ESF Contract Number (ESF-5000 and above) recorded in the ILR tab in the Contract Summary will be available here.

• Effective Date – Selecting this field will open a calendar date selector.

• Supplement Item – This will list some core supplement item types as well as those specific to the Contract and Effective Date chosen above.

Open

Depending on the Supplement Item, when you select continue one of the following will happen:

• If the Reference Type for the supplement item is LearnRefNumber, you will need to choose a Learner to link to the item. Only learners linked to the specified Contract will be able to choose here. Once you have chosen a learner, select Continue to go to the Edit Window to add further details.

• If the Reference Type for the supplement item is Grant Recipient, you will need to choose an Organisation to link to the item. Once you have chosen an organisation, select Continue to go to the Edit Window to add further details.

• If the Reference Type for the supplement item is anything else, you will be taken straight to the Edit Window to add further details.