The Change Requests tab in the Learner Summary shows any changes to the learner record that have been requested by PICSWeb users who do not have the permissions to make the changes. A list of change requests for all learners can be found in the Learner Change Requests page, accessed by selecting Learners > Change Requests from the side menu. For each request, the following details are shown:
The following options are available from 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 Name and Description.
Number of Records displayed
Exporting the Change Request 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 Change Request
Selecting Actions > Create Change Request in the change requests tab will open a window where you can record a new request. For each request, you can specify the Change Type and enter the necessary information in the Description field.
If it is necessary to upload any evidence or supporting documentation for the change, you can select the File field to browse for a relevant file to attach. This file will be available to download or delete in the Change Request Details window.
Once you have finished, select Save to confirm the request or Cancel to discard it.
Attaching Files with WebForms
If you are licensed to use WebForms, you can select Actions > Create Change Request WebForm to generate a new webform that, after being filled, signed and approved, will create a new change request attached to the learner.