Officers in the PICSWeb Learner Summary

The Officers tab in the Learner Summary lists all Officer records linked to the learner record. For each officer, the following details are shown:

  • Officer name – Selecting this will take you to the corresponding Officer Summary page.

  • Relationship – This will show either one of the inbuilt learner to officer relationships or a Custom Relationship Type you have set up in PICSWeb configuration.

Filtering the Officer 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.

  • Officer name search

  • Number of records displayed

Exporting the Officer List

Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Adding a New Officer

Selecting Add Officer in the officer tab will open a window where you can link a new PICS Officer to the learner. In this window, you can choose the Relationship Type and which Officer you want to link. A Search bar is available in the officer drop-down menu.

As you can only link one officer for each inbuilt relationship type, the Relationship Type drop-down menu will only show unused inbuilt types. You can, however, use Custom Relationship Types as many times as is necessary.

Once you have finished, select Save to add the officer or Cancel to discard them.

Officer Actions

The following actions are available from the Officer tab:

  • Edit – Selecting ... > Edit by an officer in the list will open a window where you can choose a new officer to take over the relationship role.

  • Delete – Selecting ... > Delete will remove the officer from the learner record, though it will not delete the record itself. You will be prompted to confirm before the officer is removed.