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Transferring an applicant to a learner record

Gav Willis avatar
Written by Gav Willis
Updated over 4 years ago

For an applicant record to be able to be transferred, the Status will first need to be set to Ready for PICS in the applicant summary.

Once the status has been set, the option to Create Learner from the applicant will be available in two locations:

  • Selecting ... > Create Learner by the applicant in the applicant list.

  • Selecting Actions > Create Learner from the top-right of the page in the applicant summary.

Selecting Create Learner will open the New Learner window, with the relevant details copied over from the applicant record into the new learner fields. You can then add details and save the learner as normal.

Once the new learner has been saved, the old applicant record will not be deleted, but the Status will automatically be changed to Transferred to PICS.


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For more information, take a look at the full help page for Transferring an Applicant to a Learner Record.

Keywords: New Learner, Processing Applicants, Push Applicant to Learner, New Programme for Applicant

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