Under the Learner record you can view any Event Logs related to the learner as well as Add Events from here.
Filtering the Events List
There are a number of filters you can apply to show relevant events and reduce the list to show the events you are interested in.
Option | Description |
---|---|
Show Events | Choose whether to show the event list Chronologically (by date order) or by Category |
Category | Show events of the category chosen from the dropdown |
Show Between | Show events between the two specified dates |
Link Ref | Show events that have the link reference specified |
The events list contains outline information about the events shown. By ticking Show Details each event will also have an additional area showing the Details text of the event and the Link ID of any links the event belongs to.
Column | Description |
---|---|
Link icon | Indicates that this event is linked to at least one other event |
Category | The category of the event |
Event Date | The date of the event |
Entered By | The staff member who added the event |
Docs | Details any documents attached to the event, if any |
Click the notepad icon to view the event and allows the event to be edited if you wish, and have the necessary permissions. The arrow icon opens the event details in a new browser tab and the bin icon will delete the event.
Above the list are two buttons to generate a document of the events that you can print. The Print button will generate a .pdf format file of the event details, and the Print (Word) button will produce the file in a Word format.
Adding an Event
You can add a new event for the learner from this tab. Alternatively, you can use the Event Log module by going Event Log > Add Event
This will take you to the Add Event screen where you can then input the details regarding this event. Please follow the instructions in the Event Log section of this help centre for filling these in.
Linking Events
Two or more events can be linked together so that they can be associated with each other. For example you may have a record of an injury and a record of an activity carried out, both recorded against a learner, that need to be linked because the two events are related.
To do this click Link Events. This will show a list of current events for that learner based on the filters set. Add a suitable Link Reference to cover the link events and place a tick against the events that need to be linked. Click Link Selected when finished choosing. This will place a link icon next to events in the event lists that are linked together.
You can also link Events via the Event Log -> Find Event screen whereby you can also link different Learner events.
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