Overview

Tutors and Administrators with the "Edit Learner Details" role can edit a learner's personal details and update learner information using the Console User Interface.

In cases where the ILR has been 'QA verified', you will need to also have the "ILR QA" role to update the ILR with the revised learner details.

Tutors and Administrators who do not have the "Edit Learner Details" role, but have process automation Trackers enabled on their tenant cannot directly edit the learner details, but can request a change using this process.

Edit learner's name

To edit the learner's name, navigate to the Learner Profile screen and select the Learner Details tab.

Navigate to the Name section, and click theicon on the top right.

Editable fields will be displayed. Enter the revised details, and click Save.

You will see a confirmation message on the bottom left: "Learner Name updated". The revised name will be displayed on the profile.

Without the "Edit Learner Details" role

Tutors and Administrators who do not have the "Edit Learner Details" role, but have process automation Trackers enabled on their tenant cannot directly edit the learner details, but can request a change using this process.

On the Name section, and click theicon on the top right.

Editable fields will be displayed. Enter the revised details. In case this is a legal name change, you must upload supporting documents.

Enter the details, and click Request Change. A confirmation message will be displayed. Click Submit Changes.

Please note that the tutor/administrator requires the "Process Automation Trackers (Create)" role to be able to request this change.

You will see a confirmation message on the bottom left: "Name change requested". The relevant section is updated with a Pending Changes message.

Notes about editing fields that impact the ILR

1. If you have the "Edit Learner Details" role and the "ILR QA" role, and the learner's ILR is not completed/QA verified, you can edit the fields.
2. If you have the "Edit Learner Details" role, but do not have the "ILR QA" role, and the learner's ILR is not completed/QA verified, you can edit the fields.
3. If you have the "Edit Learner Details" role and the "ILR QA" role, and the learner's ILR is completed/QA verified, you can edit the fields. While editing fields which impact the ILR, you will see a warning icon, and on hover, you will see a message indicating that a change to the field will impact the ILR. This is applicable for the following fields: Title, FirstName, MiddleName, LastName.
   
4. If you have the "Edit Learner Details" role but do not have the "ILR QA" role, and the learner's ILR is completed/QA verified, the fields will not be editable, and you will see a lock icon for the following fields: Title, FirstName, MiddleName, LastName. 
   
5. If you do not have "Edit Learner Details" role, the edit icon will not be displayed, even if you have the "ILR QA" role.