Overview
Work coaches and Administrators with the "Edit Learner Details" role can edit a participant's personal details and update participant information using the Console User Interface.
Work coaches and Administrators who do not have the "Edit Learner Details" role, but have process automation Trackers enabled on their tenant cannot directly edit the participant details, but can request a change using this process.
Edit participant's name
To edit the participant's name, navigate to the Participant Profile screen and select the Participant 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: "Participant Name updated". The revised name will be displayed on the profile.
Without the "Edit Learner Details" role
Work coaches and Administrators who do not have the "Edit Learner Details" role, but have process automation Trackers enabled on their tenant cannot directly edit the participant 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 work coach/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.