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.
Edit Contact Information
To edit the participant's details, navigate to the Participant Profile screen and select the Participant Details tab.
Navigate to the Contact Information section or the Street address section, as required.
Editable fields will be displayed. Enter the revised details, and click Save.
You will see a confirmation message on the bottom left: "Contact Information updated". The revised details 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.
On the Contact Information section, and click theicon on the top right.
Editable fields will be displayed. Enter the revised details and click Request Change.
A confirmation message will be displayed. Click Submit Changes.
You will see a confirmation message on the bottom left. The relevant section is updated with a Pending Changes message.