Selecting the ... icon next to a Learner in the Learner List and selecting Summary, or selecting the learner's full name, will open the Learner Summary page. The name of the learner will be temporarily added to the side menu, meaning that you can quickly return to the record if you navigate away from it.

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Details to be exported in the ILR form can be found in the ILR Summary page, which can be accessed by selecting ILR underneath the learner name in the side menu.

Details relating to the different events and stages of the learner’s programme can be found in the Delivery Plan page, which can be accessed by selecting Delivery Plan underneath the learner name in the side menu.

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Learner Details

The summary page contains the following details for the learner:

• Ident Code

• Display Picture – Selecting this will open your file browser, where you can search for a new picture if necessary.

• Full Name

• Email – Select this to open a new email to the learner.

• 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 circle means that no risk level has been set.

• Validation Status – This shows whether the learner has passed or failed their most recent Validation check. A clock icon indicates that the learner’s validation status is out of date.

• Status – If the learner has not yet been put on a Workflow, the option to Select Workflow will be shown here instead.

• 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 shows the learner’s progression through their Qualifications, based on the proportion that are Not Started, Complete (an Actual End Date has been entered), In Progress or Overdue (the Expected End Date has passed).

Learner Activities

Icons are available underneath the learner name to create various activities involving the learner. The following icons are available:

 This will open the Create Appointment window.

 This will open the Log Email window.

 This will open the Log Call window

 This will open the Create Task window.

Learner Summary Actions

The following actions are available from the Actions button at the top-right of the page:

• Edit Learner Details – This will open the Edit Window for the learner.

• Generate Document – This will open a window where you can Generate a Document based on a pre-existing template for the learner.

Other Information

The remaining personal details for the learner are found in the various tabs in the summary page. Information can be edited from within these each tabs. The following tabs are available:

• Recent Activity

• ILR

• Delivery Plan

• Additional Forms

• Officers

• Other Episodes

• Dated Changes

• Placements

• Provisions

• Functional Skills Assessments

• Prior Qualifications

• Notes

• Dependants

• Change Requests

• Tasks

• Communications

• Files

• Learning Records Service (LRS)

• Applications

• Survey Responses