We are still actively developing this area of the system quite extensively, so all features are subject to change.
Learner editing is currently restricted to some basic learner details and related linked records, such as officers, dependants, and barriers. Certain sections are also heavily restricted in what can be viewed as they are still being designed. We will be opening up further aspects of viewing, editing, and creating learners in the coming months.
The Learners tab in the Opportunity Summary lists all Learners who are linked to the opportunity. For each learner, the following details are shown:
- Risk Band – This indicates the level of risk associated with the learner, ranging from green (low-risk) to yellow (medium-risk) and red (high-risk). A grey dot means that no risk level has been set.
- Full Name – Selecting this will take you to the corresponding Learner Summary.
- Programme
- Start Date
- Expected End Date
- Actual End Date
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 
icon to run the search and apply your filters.
- Learner name search
- Status
- Site
- Programme
- Risk Band
- Number of records displayed
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:
- Ident
- Officer
- Funding Organisation
- Learner Reference Number
- Postcode
- Unique Learner Number (ULN)
- On Break-in-Learning
- Created date
- Started date
- Ended date
- Expected Ended date
- Validation Status
Exporting the Learner 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.
Learner Actions
The following actions are available from the learner tab:
- Summary – Selecting ... > Summary by a learner in the list will take you to the corresponding Learner Summary.
- Delete – Selecting ... > Delete by a learner in the list will soft-delete the learner from the entire database, not just the opportunity record. The learner will still appear in the list, but they will be flagged as Deleted. You will be prompted to confirm before you delete the record.
