Basic Tab

Created by Daniel Kamran, Modified on Mon, 22 Apr 2024 at 10:42 AM by Hannah Whitaker


The Basic tab for a Learner holds all the general information about the Learner. 




This is where you specify the Learner's full name and postal address. You can also specify a salutation to use in correspondence. 


Note:
If an invalid postcode is entered into the postcode field for the learner's address, the field will be highlighted in red



Included are two email address options so that you can add a personal email and also any internal (school/college) email they may have use of. 



There is a space for any important information you may want to show in the Learner records, this will display on the summary view on the Find Learner screen. 



In order to add or change a picture click Change Picture. Use the Choose File button and browse to the picture image location and click Update when finished.




Tip
Use the Copy Address button to produce a pop up with the student's address details, which can then be copied and then pasted into another app.



Tip
If you have added an email address for the Learner you can use the envelope icon to create a new email using your default email application.



Tip
The Known As field acts as a replacement for the First Name throughout the system if one is entered. This means all places the Learner is listed the Known As will display instead of the First Name and is useful for Learners who prefer to be called by a different name than their official name.



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