Manage eProgressions
Use the eProgressions functionality in ebs: ontrack Hub to progress learners.
Note: You must have the
An eProgression is a change of status against a learner on a course or a number of learners on a course (for example: you can withdraw an inactive learner on a course using this process).
Making eProgression submissions in ebs: ontrack Hub does not update the data directly in the ebs tables. eProgressions submitted in ebs: ontrack Hub will be displayed on the Agent Progressions tab in Learner Manager, where a member of staff with the relevant role can authorise the progression to the source tables.
You can submit eProgressions:
From a learner record
- Search for and select the required learner. See Learner Search for more information.
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Click the Progressions option in the Learner section of the navigation pane.
The Progress Learner page is displayed, with a list of courses the learner is enrolled on.
The fields on the Progress Learner page are described in the following table.
| This field | Holds this information... |
|---|---|
| Course Code |
The course code of the learner enrolment (read-only). Note: You can click the course code to view the course on the Course Details page. |
| Cal Occ Code | The calendar occurrence of the learner enrolment (read-only). |
| Current Progress Code | The current progress code of the learner enrolment (read-only). |
| New Progress Code | The new progress code of the learner enrolment. Select from the drop-down list. |
| Progress Date | The date the change of progress code is applicable from. Click the Calendar button to display the calendar, where the required date can be selected. |
| Comments | Additional comments regarding the progression which can be entered in the Progression Details section of the page. |
| Reason | The reason for the progression which can be entered in the Progression Details section of the page. |
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Click the Submit button.
A confirmation message is displayed.
-
Click Close to close the message.
The eProgression is submitted and displayed in the Pending Progressions grid.
From a course
To progress a number of learners on a course:
- Search for and select the required course. See Course Search for more information.
-
Click the Progressions option in the Course section of the navigation pane.
The Enrolment Progressions page is displayed, with a list of learners enrolled on the course.
The fields on the Enrolment Progressions page are described in the following table.
| This field | Holds this information... |
|---|---|
| Surname |
The surname of the learner (read-only). Note: You can click the learner surname to view the learner on the Learner Details page. |
| Forename | The forename of the learner (read-only). |
| Current Progress Code | The current progress code of the learner enrolment (read-only). |
| New Progress Code | The new progress code of the learner enrolment. Select from the drop-down list. |
| Progress Date | The date the change of progress code is applicable from. Click the Calendar button to display the calendar, where the required date can be selected. |
| Comments | Additional comments regarding the progression which can be entered in the Progression Details section of the page. |
| Reason | The reason for the progression which can be entered in the Progression Details section of the page. |
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If required, click the Fill Down button to flood fill the value to all other rows from the selected cell downwards.
A confirmation message is displayed, with the number of updated rows.
- Click Close to close the message.
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Click the Submit button.
A confirmation message is displayed.
-
Click Close to close the message.
The eProgressions are submitted and displayed in the Pending Enrolment Progressions grid.
