Version 4 - Last Updated: 03 May 2023
Searching and viewing learner information
Learning aim search
You can view the Learning Aim Search from the Applicant Information Service tab. You can use the following filters within the Learning Aim Search to find one or more learners. You can use the filters below:
Academic Year
The academic year refers to any year when the learner’s application is active. For example, if the learner begins a 3-year learning aim in November 2023, completing in May 2026, the search will return their details for 2023/24, 2024/25 and 2025/26. This is a mandatory field.
To change the academic year, select another year from the dropdown menu.
Learning Aim
The name of the learning aim as provided by the Education & Skills Funding Agency (ESFA). A wildcard search will find more matches, but you must enter at least 3 characters, for example mat%.
Reference
The learning aim reference as provided by ESFA. This reference number is 8 characters long.
Learning Aim Type
You can choose the learning aim type from the dropdown menu. The options are:
- A level
- A2 level
- AS level
- Advanced apprenticeship
- QAA Access to HE
- QCF certificate
- QCF diploma
- Vocational qualification
Start Date From
If you enter a Start Date From, you must also enter a Start Date To. Use this to search for learning aims within a certain date range.
Start Date To
If you enter a Start Date To, you must also enter a Start Date From. Use this to search for learning aims within a certain date range.
End Date From
If you enter an End Date From, you must also enter an End Date To. Use this to search for learning aims within a certain date range.
End Date To
If you enter an End Date To, you must also enter an End Date From. Use this to search for learning aims within a certain date range.
Course Trainer
You can search for a specific course trainer or select the Search for blanks checkbox to search for learners without a course trainer code. You can also use a wildcard search, but you must enter at least 3 characters, for example J15%. You can add your own course trainer codes for learners, see Field updates for how to do this.
Course Location
You can search for a specific course location or select the Search for blanks checkbox to search for learners without one. You can also use a wildcard search, but you must enter at least 3 characters, for example J15%. You can add your own course location codes for learners, see Field updates for how to do this.
Number of Records to Display per Page
You can use this dropdown to change the number of records per page. The options are 25, 50, 100 and 200.
Group Name
You can search for learners who have been assigned to individual groups. The groups will appear in the dropdown.
CoC Applied?
Select Yes to search for learners who have had a Change of Circumstance (CoC) applied. Select No to search for learners who have not had a CoC applied. Use this together with the Last Assessment Date From field to search for applications within a certain date range.
CoC Type Applied
You can search for learners by CoC type:
- view all
- fee charged
- learning aim details
- loan requested
- learning provider
- cancel application
You'll need to select Yes from the Coc Applied? field to use this search option.
Print this chapter