Expected End date – If the learner has passed their expected end date, they will be flagged here as Overdue.
Actual End date
As well as the core learner details, selecting the list icon will open a window where you can tick optional fields to display for each learner in the list. After you have made your choices, select Save to refresh the page and add the chosen optional fields.
The following optional fields are available:
Date of Birth
Email – Selecting this will open a new email to the learner in your email client.
Subcontractor – Selecting this will open the Organisation Summary for the subcontractor linked to the learner.
Training Adviser – Selecting this will open the Officer Summary for the officer that is named as the Training Adviser in the learner’s Officers tab.
Unique Learner Number
Filtering the Learner List
The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.
Sort By – Here you can use the drop-down menu to choose how the list is ordered.
Search – Here you can search by learner name.
Tags – Selecting the Search... box will open a drop-down menu where you can add multiple Tags to search by. The following search options are available:
Any – This will filter the list to records that contain at least one of the specified tags.
All – This will filter the list to records that contain every specified tag.
None – This will filter the list to records that do not have any of the specified tags.
Number of records – Here you can use the drop-down menu to choose how many results are displayed per page.
Along with these, additional fields can be added by selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:
System Status – Here you can choose between Live, Deleted, and Archived learners. Be aware that only soft-deleted records will be available, as permanently deleted records are no longer in the database.
Learner Reference Number
Unique Learner Number
Expected End date
Exporting the Learner List
Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
Selecting Actions > Create from the top-right corner of the list will open a series of windows where you can Create a New Learner.
Selecting the ... icon by a learner in the list will open a menu with the following options:
Summary – This will open the Learner Summary, which contains personal data for the learner.