Viewing Learner Records

Created by Daniel Kamran, Modified on Mon, 22 Apr at 10:34 AM by Hannah Whitaker

To view a Learner record, you must first go to Learners -> Find Learner in the Modules menu on the left hand side of Databridge.

Finding a Learner

When you are on the Find Learner screen, this is split into 3 columns. The first column gives you a list of filters by which to search on, the second column displays the list of Learners found, and the last column is empty until you select a Learner.

You can select from the dropdowns in the first column and the list of Learners found will change immediately.

Tip
You can filter by age with three choices - under 16, 16-19 and over 19

Information
This screen remembers which filters you selected. You may need to change them back on a subsequent visit.

You can also type into the textbox above the list of Learners where it says Search list, as you type this will also filter the list so you can simply type in a persons name to locate them.

Viewing a Learner

When you click on a Learner, the third column on the page will display some quick details for the Student such as Contacts, Important Information and Consents. This is to provide information that anyone can see without having access to the Learner record itself.

To view the Learner record, simply click on the View Learner option.

Default Viewing Options

The summary view of the Learner when you click on their name is simply the default setup. If you click on your name in the top right and click on My Defaults, you can change this.

In the View Student Option dropdown, you can select from the following:

Option	Description
Default	Display the summary view.
Direct to Student	Instead of display the summary view, go straight to the Learner record.
Direct to Student (new window)	The same as the previous option with the exception it will open the record in a new tab. This allows you to keep the Find Learner screen open.

If you change this option, remember to click Save Changes at the bottom for it to take effect.

File Options

At the top of the list of filters, you'll see a File button. Clicking on this will bring up a dropdown of options:

Note:
Not all options may appear in the dropdown depending on your permissions

Option	Function
Print Photos	Creates a printout displaying the photos for all learners listed based on the filters set. The printout also includes the filters applied when printing.
Bulk Edit	Opens a window displaying all learners based on the filters set, with the option to select/deselect all, or use the relevant checkboxes to select multiple learners. A list of fields are available on the right, and any changes made to these fields will be applied to all of the selected learners.
Bulk Add Destinations	Opens a window where you can select multiple learners and add a Destination entry to each of the learner records selected.
Bulk Remove Consents	Opens a window where you can select multiple learners. You can then use the dropdowns to select a consent to remove from all of the learner records selected.
Bulk Remove Staff Links	Opens a window where you can then select multiple learners - this option will remove all of the Staff Links recorded for the learners selected.
Export Learners	Opens a window where you can then select multiple learners and then export their information to an Excel document. You can specify if you would like to export to a standard Excel spreadsheet, or to a document in the CPOMS format.
Set Auto-Generated IDs	This option will change the learner ID for all of the learners listed on screen based on the Auto-Generate ID set in Policies. You can change the Auto-Generated prefix by going to Administration > Policies > Learner Policies > 'Auto Generate Prefix'.