Learners
Everything about one person, on one page.
Profile, course, assigned assessor, communications, documents, evidence, progress and IQA sign-offs — current, in one place, and answerable without ringing three colleagues.
Every learner has an owner.
Assign learners to assessors by course, region or round-robin. The workload view flags whoever is over capacity before it becomes a problem.
- Assign one assessor · reassign in one click
- Workload view highlights over-capacity assessors
- Auto-email on assignment (self-assign included)
- IQA scoping keeps quality control clean
Every SMS, email, call and note in one thread.
Nothing lives in someone's personal inbox. The learner timeline shows every contact, from initial enquiry to final sign-off — with the attribution intact.
- SMS, email, calls, meetings and notes on the timeline
- Every stage change stamped and attributed
- Filter the timeline by stage, channel or actor
- Export the log at any time · audit-ready
The compliance work is already done.
Consent captured, data stored in UK region, export and erasure workflows built in. When a learner asks for their record, it's one click.
- Consent record with timestamp on every learner
- UK-region storage, encrypted at rest
- One-click export (PDF + JSON) per learner
- Right-to-erasure workflow · 30-day cadence
The full list, included on every paid plan.
No feature caps, no upgrade prompts. Pick a tier by team size — the product doesn’t change between plans.
Learner features15 items
- Single learner recordYes
- Per-learner, per-year auto-foldersYes
- Assigned assessor per learnerYes
- Enrolled courses listYes
- Progress at unit / outcome / criterionYes
- Certification history + expiry datesYes
- SMS, email, call and meeting logYes
- Documents + evidence libraryYes
- Full learner timelineYes
- Unlimited learners (never a seat)Yes
- Learner portal loginYes
- One-click learner CSV exportYes
- One-click PDF learner packYes
- Reassign assessor in one clickYes
- Multi-site / multi-tenant supportYes
Security7 items
- GDPR consent + timestamp on recordYes
- UK-region storageYes
- Encrypted at restYes
- One-click learner data exportYes
- Right-to-erasure workflowYes
- Row-level scoping (assessor sees only theirs)Yes
- Attributed action audit trailYes
Advanced features6 items
- Duplicate detection + mergeYes
- Custom learner tagsYes
- Saved filters per teamYes
- Progress reporting per cohortYes
- NVQS + Courses + EWT + ApprenticeshipsYes
- Renewal reminders (90 / 60 / 30 days)Yes