Selecting Actions > Edit from a Learner Summary page will open a window where you can edit certain fields not available to edit in the summary. A Find Field search bar is available at the top-right to search for a field. As you enter text, the list of fields will update automatically.
Once you have finished, select Save to apply the changes and return to the summary page, or Cancel to exit without saving. We recommend that you Validate the learner record after making any changes. The following fields are available to edit:
- Forename
- Surname
- Title
- Sex
- Date of Birth – Selecting this field will open a calendar date selector.
- Telephone number
- Mobile number
- Email address
- Allowed Contact Methods – A search bar is available at the bottom of the menu. Once you have added a contact method, you can select the X next to it to remove it again.
- Preferred Contact Method – A search bar is available at the top of the menu. You will be shown an error message if you try to save the record with a contact method in this field that has not been named as an Allowed Contact Method.
- Risk band
- Address – Four fields are available to enter the address.
- Postcode
- National Insurance (NI) Number
- Site – A search bar is available at the top of the menu.
- Opportunity – You can use the drop-down menu to choose from the available Opportunities. A search bar is available at the top of the menu.
