Overview
On the Signatures grid, you can use the search or filtering functionality to narrow down the list of records.
Search
You can use the search bar above the grid to search by learner name or ULN.
Learner ownership quick filter
Using the My Learners or My Participants quick filter, you can filter by learner ownership. You can choose from the following:
- My leaners: Shows the learners for whom you are the designated Tutor.
- Secondary learners: Shows learners for whom you are an activity owner. You must be the activity owner for at least one activity in the learner`s learning plan in order for the learner to appear in this list.
- All learners: Shows all learners that you have access to in the group structure. This option will only show if you have permission to view all learners within the group.
You can use the Compliance/Reviews quick filter to switch between the Compliance documents and Review documents.
Advanced Filters
Click Filters on top of the grid to view the advanced filters. A Filters pane will appear on the right of your screen.
Using the advanced filters, you can filter the records on the Signatures grid based on the following:
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Programmes: This is a multi-select dropdown that lists programmes that are linked with the learners that you have access to see. You can also search for programmes in this list.
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Sub-programmes: This is a multi-select dropdown that lists all sub-programmes that are linked with the learners that you have access to see. You can also search for programmes in this list.
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Groups: This is a multi-select Groups tree showing all groups that you have access to.
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Programme Status: This is a multi-select
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Document Type: Choose between Compliance & Reviews
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Document Name: This is a text field where you can enter a text string and search for the name of the document.
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Learners: Choose from My Learners, Secondary Learners, or All Learners. This filter reflects the quick filter already applied on the main grid. Please note that the 'All Learners' option will only show if you have permission to view all learners within the group.
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Employer Signature: A multi-select list where you can choose one or more of the "Signed", "Not Signed" or "N/A" options.
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Tutor Signature: A multi-select list where you can choose one or more of the "Signed", "Not Signed" or "N/A" options.
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Employer: A multi-select list with search capability against Organisation records.
- Employer Groups: This is a multi-select tree showing all Employer groups that you have access to.
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Referrer : A multi-select list with search capability. This field is displayed only where 'Referrer' is enabled at the tenancy level.
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Primary Tutor: A multi-select list with search capability. The list of tutors is limited to those 'Case Owners' that are linked with the learners that the user has access to.
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Line Manager: A multi-select list with search capability. The list is limited to those line managers who are linked with the learners that the user has access to
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"Filter by Date": If you want to filter by the date, you will be prompted to choose one of three dates to filter by: Start date, Practical period date, End date, or Requested date. After you select one, you must specify a date range.