03 March 2025

ontrack WBL Reference Data

The Relationship (Student Contacts) reference data is applicable for ontrack WBL.

An SQL update will be required if you have Relationship (Student Contacts) reference data mapped to E-Track. Contact support for more information.

To specify ebs reference data and matching lookup short strings for ontrack WBL integration:

  1. Select the Relationship (Student Contacts) reference data (accessed by clicking the Reference Data button on the System ribbon) from either the Tree View or List View in the Types pane.

    Relationship (Student Contacts) reference data

    The Relationship (Student Contacts) reference data screen is displayed.

    Relationship (Student Contacts) reference data screen

    The Relationship (Student Contacts) reference data grid contains the following fields:

    • Code - the relationship code (for example: Code - ASS) associated with the short string code for ontrack WBL (for example: Short String - ASS)

    • Short Description - the relationship short description (for example: Assessor) associated with the Long string for ontrack WBL (for example: Long String - Assessor)

    • Long Description - the relationship long description (for example: Assessor (Apprenticeships)), not associated with a setting for ontrack WBL

    • Active - whether the relationship entry is active, not associated with a setting for ontrack WBL

  1. Access ontrack WBL as an administrator.

    The dashboard is displayed.

    ontrack WBL as an administrator

  2. Click the Lookup Editor option in the left-hand panel.

    Lookup Editor option

    The Lookup Editor screen is displayed.

    The Lookup Editor screen is displayed

  3. Select the relevant Table and Field from the drop-down fields.

    Select the relevant Table and Field

    Example table and field entries include:

    • Assessor:

      • Table - TRASSESSOR

      • Field - ASSESSORTYPE

    • Employer:

      • Table - TREMPLOYER

      • Field - EMPLOYMENTTYPE

  1. Click the Add button.

    Add button

    The Lookup item screen is displayed.

    Lookup item screen

  1. Enter the relevant lookup short string information, matching the relevant reference data entry for Assessor and Employer type:

    • Scheme - the scheme number

    • Short String - the short string code, matching the ebs reference data relationship code (for example: ASS)

    • Long String - the long string description, matching the ebs reference data the relationship short description (for example: Assessor)

    • Start Date - the relevant start date

    • Finish Date - the relevant end date

    • Area Code - the relevant area code

  1. Click Save.

    Save button

    The lookup item is added.

Lookup short strings must match the relevant entry ebs reference data entry.