Communications tab in the Learner Summary shows any phone calls or emails involving the learner. A full list of communications involving the Officer linked to your user account can be found in the main Communications page on the side menu. For each communication, the following details are shown:
Incoming or Outgoing – A green arrow icon indicates an incoming communication, whereas a red arrow
indicates an outgoing communication.
Message Type – The icon shows whether the communication is an
Email, Call or SMS.
Subject – Selecting this will open the
Communication Summary. Tags – Selecting the label icon will expand a list of Tags attached to the communication. You can select the X within a tag to remove it, or select the + icon to add new tags.
From – Selecting this will take you to the corresponding record summary page.
To – Selecting this will take you to the corresponding record summary page.
Regarding – Selecting this will take you to the corresponding record summary page.
When – This is the date and time that the communication was made.
Filtering the Communication List
The following filters 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.
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.
Type – Here you can restrict the list to only
Calls or Emails.
Direction – Here you can restrict the list to only
Incoming or Outgoing communications.
Number of records displayed
Along with this, the following additional fields can be added by selecting More . Selecting a field will add it to the top bar, where it works like the filter explained above. Date Range Applicant Organisation Officer Exporting the Communication List
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 Communication
Communications can be added using activity icons underneath the learner's display picture. These icons are explained in the
Learner Summary page. Communication Actions
The following actions are available from the communications tab:
Summary – Selecting
... > Summary by a communication in the list will open the Communication Summary page.
Edit – Selecting
... > Edit by a communication in the list will open a window where you can Edit the Communication.
Delete – Selecting
... > Delete by a communication in the list will remove the communication record from the learner record. You will be prompted to confirm before the record is removed.