28 October 2025

How to progress learners using eProgressions

You can submit an eProgression from either a learner record or a course record. Use the learner record when you are working with an individual learner. Use the course record when you need to progress multiple learners on the same course.

Before you begin

Ensure that:

  • You have the OnTrackEProgressions licence.

  • You have the Progress Learners role in the EBS Ontrack Agent user management role group.

  • You know the required new progress code and the date on which the change takes effect.

  • You have any supporting reason or comments required by your institution.

Submitting an eProgression does not immediately update the learner’s enrolment. An authorised member of staff must approve the submission in Learner Manager.

Progress a learner from their learner record

Use this method to progress one or more course enrolments for an individual learner as follows:

  1. Search for and select the learner.

  2. In the navigation pane, go to the Learner section and select Progressions.

  3. The Progress Learner page appears. The page lists the courses on which the learner is enrolled.

  4. Find the course enrolment that you want to progress.

  5. You can select the Course Code to open the Course Details page.

  6. In New Progress Code, select the progress code that you want to apply.

  7. In Progress Date, enter the date from which the new progress code applies. Note, to select the date from a calendar, select Calendar.

  8. In the Progression Details section, enter the following information as required:

    • Comments: Enter any additional information about the progression.

    • Reason: Enter the reason for the progression.

  9. If you need to progress another enrolment for the same learner, repeat steps 3 to 6 for the relevant course.

  10. Select Submit and then select Close. The eProgression is submitted and appears in the Pending Progressions grid.

Progress learners from a course record

Use this method to progress one or more learners enrolled on the same course as follows:

  1. Search for and select the course.

  2. In the navigation pane, go to the Course section and select Progressions.

  3. The Enrolment Progressions page appears. The page lists the learners enrolled on the course.

  4. Find the learner enrolment that you want to progress.

  5. You can select the learner’s Surname to open the Learner Details page.

  6. In New Progress Code, select the progress code that you want to apply.

  7. In Progress Date, enter the date from which the new progress code applies. Note, to select the date from a calendar, select Calendar.

  8. In the Progression Details section, enter the following information as required:

    • Comments: Enter any additional information about the progression.

    • Reason: Enter the reason for the progression.

  9. Repeat steps 3 to 6 for each learner that you want to progress.

  10. To copy a value to the rows below the selected cell, select the cell and then select Fill Down. Note that a confirmation message shows the number of rows updated.

    Before you continue, check that the copied value is appropriate for every affected learner.

  11. Review the progression details for all affected learners.

  12. Select Submit and then select Close. The eProgression is submitted and appears in the Pending Progressions grid.

What happens next

After you submit an eProgression:

  1. The submission remains pending.

  2. It becomes available on the Agent Progressions tab in Learner Manager.

  3. A member of staff with the appropriate permissions reviews and authorises it.

  4. EBS applies the authorised change to the source tables.