Personal Tab

Created by Daniel Kamran, Modified on Mon, 22 Apr 2024 at 11:13 AM by Hannah Whitaker

The Personal tab on a Learner record is used to record personal attributes, as well as individual numbers such as UPN/ULN. There are four sections under the Personal tab to group together related information.

Personal

The Personal section contains personal attributes about the Leaner:

Field	Description
Sex	Radio button to indicate the sex of the Learner
Preferred Pronoun	The pronoun the Learner prefers.
Date of Birth	The Learner's Date of Birth
Ethnicity	Choose from the drop down list.
Nationality	The Learner's nationality.
Nationality 2	Add a second nationality if they have one
First Language	The Learner's primary language
Religion	The Learner's religion if they have one.
Marital Status	The Learner's marital status
Height *	The Learner's height
Height Date *	Record the date the above height was recorded
Weight *	The Learner's weight
Weight Date *	Record the date the above weight was recorded
Shoe (Left)	Left shoe size
Shoe (Right)	Right shoe size
Orthotics	Yes/no option to indicate orthotics are used
Eye Colour	The Learner's eye colour
Hair Colour	The Learner's hair colour
Distinguishing Marks	Details of any distinguishing marks
Country of Birth	The Learner's country of birth

* The Height Tracking and Weight Tracking buttons will show height/weight history as an audit, and will also show a graph of height/weight progress so that you can identify increase/decrease over time.

Also included in the Personal section is an area for recording ID numbers and educational based information related to the student:

Field	Description
NI Number	National Insurance number
Unique Pupil ID	The Learner's unique ID at the school/college
Unique Learner Number	The Learner's ULN
UCI Number	The Learner's Unique Candidate Identifier
College Number	The college's reference number
NHS number	The Learner's NHS number
Exemption Number	Prescription costs exemption certificate number
Exemption Number Expiry Date	Prescription costs exemption number expiry date
HC2 Exemption Number	Health Cost assistance number
HC2 Exemption Number Expiry Date	Health Cost assistance number expiry date
Career Objective	A note relating to the student's career intentions
Key Stage	The Learner's education key stage automatically calculated based on DOB
Proficiency in English	Record how well the student understands and uses English

Shared Care Statements

The Shared Care Statements lists statements recorded on the Care Plan that have been marked as shared so they are visible here. Only Categories that have been marked to be shared will show up in this list. Typical categories might be Medication, Allergies, Disabilities, Mobility, i.e. statements that all users may need to be aware of whilst still protecting the rest of the Care Plan.

To share a care statement go to Administration -> Standard Values and click on Care Statements under the Defaults area. Click on the relevant sub menu, for example you might have a group called 'Medical Condition', and tick the Share on Student option.

Tip
Clicking the notepad icon will allow you to view any notes for the statement listed in the Shared Care Statements.

Residential

The Residential section has information relating to whether the Learner is a Day or Residential Learner. If they are a Residential Learner, you can record further information in regards to this:

Field	Description
Residential/Day	Is the Learner a residential or a day student?
Weeks	The number of weeks of residence
Nights/Wk	The number of nights per week residence
Part Time	Tick to record the Learner as part time
Address **	Shows the current building and/or room the student is using
Room Start	The starting date of residence
Room End	The end date of residence
Residential Notes	Any notes relating to the residence

** To change the residence address/rom click the Change Room button. Choose the location from the drop down and record the start and end dates for the occupancy.

The History button will show a list of the rooms/buildings the student has had.

ILR

The ILR section of the Personal Tab contains a checkbox that you can use to choose to exclude/include a learner on the ILR

You can also set Maths and English Condition of Funding using the dropdowns next to each value

Other

The Other section contains further information about the Learner including:

Field	Description
Has EHCP	Tick if the Learner has an Education, Health and Care Plan
EHCP Date	Record the date for the EHCP
EHCP Review Date	The review date for the EHCP
High Needs Funded	Tick if the Learner is high needs funded
Parent/Carer is Critical Worker	Indicate if the Learner's parent/carer is a critical worker
In Care	Indicate if the Learner is in care
EMA Number	The Learner's European Medical Agency number
EMA Date	The EMA number date
Dropdown 1	A custom field that can be re-labelled in Standard Values, and suitable values choices can be configured
Dropdown 2	A custom field that can be re-labelled in Standard Values, and suitable values choices can be configured
Deceased	Indicate if the Learner is deceased
Date of Death	Record the date the Learner died if applicable