Learning Provider Portal user guide

Version 3 - Last Updated: 18 Feb 2021

A guide to support you using the Learning Provider Portal.

What is the Learning Provider Portal?

What is the Learning Provider Portal user guide for?

Find out why you need to use the Learning Provider Portal.
Read more

Learning provider user roles

An overview of the user roles on the LP Portal.
Read more

Learning Provider Portal access

How to access the Learning Provider Portal

An overview on how you can access the LP Portal.
Read more

Signing in

How to sign in to the portal.
Read more

Signing in for the first time

Instructions on how to sign in to the portal for the first time.
Read more

Incorrect username or password

What to do if you forget your password.
Read more

Signing out

Why you should always sign out of the portal.
Read more

Security

Why you should be vigilant about security.
Read more

Using the Learning Provider Portal

Learning Provider Portal Home page

A brief introduction to the portal home page.
Read more

Messages and notifications

A description of the messages you are likely to see on the portal.
Read more

Navigating the Learning Provider Portal

How to navigate the portal.
Read more

Learning provider profile

Learning provider profile

An overview of the learning provider profile page.
Read more

Updating provider details

How to update your provider details if you need to.
Read more

Contract details

Where to find your contract details.
Read more

Learning provider contacts

Maintaining learning provider contacts

Why it is important to keep your contacts up to date.
Read more

Creating contacts

How to create contacts on the portal.
Read more

Editing contacts

How to edit existing contacts.
Read more

Making contacts inactive

How to make contacts inactive.
Read more

Administering system users

Administering system users

How to administer system users on the portal.
Read more

Creating new users

How to create new portal users.
Read more

Administering existing users

How to administer existing portal users.
Read more

Expiring user accounts

How to expire user accounts you no longer need.
Read more

Applicant Information Service

Overview

A brief overview of the Applicant Information Service.
Read more

Detailed Learner Information

An overview of the learner application information you can view in the portal.
Read more

Change of Circumstance Home

An overview of the Change of Circumstance Home page.
Read more

Financials Home

An overview of the Financials Home page in the Applicant Information Service.
Read more

Searching and viewing learner information

Searching and viewing learner information

How to access the Learner Information Home page.
Read more

Learner search

How to conduct a learner search on the portal.
Read more

Learning aim search

How to search for learning aims on the portal.
Read more

Performing a search

How to perform a search on the portal.
Read more

Viewing search results

How to view your search results.
Read more

Exporting learner information

Exporting learner information

A brief overview of exporting learner information.
Read more

Validation when exporting data

A brief introduction into validation of exported data.
Read more

View detailed learner information

View detailed learner information

Instructions on how to view detailed learner information.
Read more

Current application state, effective date and history

An overview of the current application state, effective date and history in the detailed learner information view.
Read more

Current assessment

How to view the current assessments of learners.
Read more

Assessment history

How to view a learner's assessment history.
Read more

Current payment schedule

A description of the current payment schedule for learners.
Read more

Field updates

Field updates

How to update fields on a learner’s application.
Read more

Updating fields from the Learner Information Results page

How to update fields from the Learner Information Results page.
Read more

Adding the Unique Learner Number (ULN)

How to add a Unique Learner Number to learner records.
Read more

Adding the Additional Learner Reference Number

How to add Additional Learner Reference Numbers to learner records.
Read more

Field updates from the Detailed Learner Information page

How to update fields from the Detailed Learner Information page.
Read more

Adding the ULN to individual learner records

How to add a ULN to individual learner records.
Read more

ULN validation

How ULNs are validated.
Read more

Adding Additional Learner Reference Numbers to individual learner records

How to add Additional Learner Reference Numbers to individual learner records.
Read more

Additional Learner Reference Number validation

How Additional Learner Reference Numbers are validated.
Read more

Adding course trainer and course location codes to individual learner records

How to add course trainer and location codes to learner records.
Read more

Course trainer and course location code validation

How course trainer and course location codes are validated.
Read more

Field updates by bulk import

Adding ULNs by bulk import

How to import ULNs in bulk.
Read more

ULN bulk import validation rules and errors

How bulk ULN file uploads are validated.
Read more

Viewing ULN bulk import results

How to view the results of a bulk ULN import.
Read more

Adding Additional Learner Reference Numbers, course trainer codes and course location codes by bulk import

How to import Additional Learner Reference Numbers, course trainer codes and course location codes in bulk.
Read more

Viewing the Newly Approved Worklist

How to view applications that have been approved for the first time in the Newly Approved Worklist.
Read more

Change of Circumstance notifications (CoCs)

Change of Circumstance notifications (CoCs)

A brief introduction to Change of Circumstance notifications.
Read more

Pre-liability CoC – application status

How application status defines a pre-liability CoC.
Read more

Post-liability CoCs – application status

How application status defines a post-liability CoC.
Read more

Creating pre- and post-liability CoCs

An introduction to creating CoCs.
Read more

Creating pre-liability CoCs from the Detailed Learner Information page

How to create pre-liability CoCs from the Detailed Learner Information page.
Read more

Creating pre-liability CoCs from the CoC Home page

How to create pre-liability CoCs from the CoC Home page.
Read more

Pre-liability CoC types

An introduction to the types of pre-liability CoC available.
Read more

Fee Charged CoC

How to create a Fee Charged CoC.
Read more

Decrease Loan Amount CoC

How to create a Decrease Loan Amount CoC.
Read more

Learning Aim CoC

How to create a Learning Aim CoC.
Read more

Learning Provider CoC

How to create a Learning Provider CoC.
Read more

Cancel CoC

How to create a CoC to cancel an application.
Read more

Reinstate CoC

How to create a Reinstate CoC for learners who have previously cancelled their application.
Read more

Creating post-liability CoCs from the Detailed Learner Information page

How to create post-liability CoCs from the Detailed Learner Information page.
Read more

Creating post-liability CoCs from the CoC Home page

How to create post-liability CoCs from the CoC Home page.
Read more

Post-liability CoC types

An explanation of post-liability CoC types.
Read more

Early Completion CoC

How to create an Early Completion CoC
Read more

Suspension CoC

How to create a Suspension CoC for learners who intend to return.
Read more

Resumption CoC

How to create a CoC for learners who are resuming study after suspension.
Read more

Resuming after course end date – Resumption CoC validation rule

An explanation of the Resumption CoC validation rule.
Read more

Withdrawal CoC

How to create a Withdrawal CoC for learners who permanently leave.
Read more

Creating pre- and post-liability CoCs from the CoC worklist

How to create pre- and post-liability CoCs from the CoC worklist
Read more

Creating CoCs by bulk import

How to create CoCs in bulk.
Read more

CoC validation rules and errors

A brief explanation of the CoC validation rules.
Read more

Viewing CoC bulk import results

How to view CoC bulk import results.
Read more

CoC search

How to conduct a CoC search.
Read more

Requesting a submissions report

How to request a CoC submissions report.
Read more

Financial reports

Accessing the financial area of the Applicant Information Service

How to access financial information held in the Applicant Information Service.
Read more

Payment instalment learner details reports

How to download subreports form the payment instalment report.
Read more

Loan position report

An introduction to the loan position report.
Read more

Viewing the loan position report

How to view the loan position report.
Read more

Example of a loan position report

See an example of the loan position report.
Read more

Loan facility details

How to find your loan facility details.
Read more

Loan facility warning messages

The warning message you'll receive when you have reached 80% of your loan facility.
Read more

Contract end date warning

The message you will see when your contract end point is coming up.
Read more

Payment instalment report (PIR)

An introduction to the payment instalment report and how to access it.
Read more

Payment instalment report academic year view

How to view the payment instalment report for the academic year.
Read more

Attendance

Attendance

An explanation of attendance and when you need to confirm it.
Read more

User roles that give access to attendance functions

What user role you will need to confirm attendance.
Read more

Attendance worklist

Instructions on how to use the attendance worklist.
Read more

Saved records

How to save attendance records.
Read more

More than one outstanding confirmation

How to recognise if you have more than one outstanding confirmation.
Read more

Worklist attendance confirmation

How to confirm attendance for multiple or individual learners from the worklist.
Read more

Detailed Learner Information page confirmation

How to confirm attendance form the Detailed Learner Information page.
Read more

Suspension and Resumption CoCs

Confirming attendance after a Suspension or Withdrawal CoC.
Read more

Attendance import file

How to export and import the attendance worklist.
Read more

View import results

How to check that an attendance file has imported correctly.
Read more

Incorrectly submitted attendance confirmations

How to rectify attendance confirmations that are incorrectly submitted.
Read more

Loan payments

Payment

When we will make Advanced Learner Loan payments.
Read more

Circumstances affecting payment

What happens if there are circumstances that affect payment.
Read more

Late loan application

What will happen to payment if the learner applies late.
Read more

Monthly payment drawdown cutoff point

What is the monthly payment drawdown cutoff point?
Read more

National Insurance numbers

The importance of National Insurance numbers explained.
Read more

Payment schedule

An explanation of the payment schedule.
Read more

Remittance report

Remittance report

How to view the remittance report.
Read more

Remittance export

How to export the remittance report.
Read more

User access controls

User access controls overview

An overview of the user access controls on the LP Portal.
Read more

Creating a user

How to create a portal user.
Read more

Creating and maintaining groups

How to create and maintain groups on the portal.
Read more

Assigning users to groups

How to assign portal users to groups.
Read more

Adding learner applications to groups

How to add learner applications to groups.
Read more

Group users and viewing learner information

How group users can view learner information.
Read more

Further support

Further support

Where you can find further support using the portal.
Read more
Back to top