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Module 03 / 18

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.

Learner recordONE PAGE
AB
Aisha Bello
NVQ L2 · Assessor: K. Morley
ACTIVE
ProfileEvidenceProgressSign-offsComms
Email
[email protected]
DOB
12 Mar 1994
Course
NVQ Level 2 — Bricklaying
Employer
Northrise Construction
Named assessor

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
RoutingNamed owner · SLA clock
Unassigned
1 waiting
Owners
Priya
Karim
Sasha
Deepak
Unassigned · Awaiting routing rule
Full comms log

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
Next-action timelineStep 1/5
Enquiry logged
Wed 10:02
Owner assigned
Wed 10:04 · Priya
First contact
Wed 15:11 · SMS
Qualified
Thu 09:22
Converted
Fri 11:40
GDPR-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
Compliance checks0/4
Consent captured with timestamp
Data Protection Act 2018 · Art. 7
Data stored in UK region
AWS eu-west-2 · encrypted at rest
Learner can export their record
One-click JSON + PDF export
Learner can request deletion
Right to erasure · 30-day workflow
Everything in Learners

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
Explore other modules

All 18 hang together. Pick where the next thread runs.

See all 18 →
FAQ

The five things that actually stop people signing up.

Still something open? Ask it on the walkthrough — we’ll use your own qualifications in the demo workspace.

  • We've got eight years of records in spreadsheets.
    CSV import is supported for learners, qualifications, certifications and invoices. Your onboarding includes a 30-minute call where we map your actual exports — including the messy ones with merged cells and a header row three rows down. You don't have to tidy them up first.
  • Our qualification isn't a standard one.
    29 common UK qualifications ship as seeds and 15+ awarding bodies are pre-loaded, but you can add bespoke qualifications under any awarding body — including your own internal awarding body for in-house programmes that nobody else accredits.
  • Will assessors see learners they shouldn't?
    No. An assessor sees only the learners they're assigned to. Six roles ship out of the box — Admin, Programme Manager, Admissions Officer, Assessor, Finance and Viewer — each with 40+ granular permissions you can edit, or you can build custom roles from scratch.
  • What happens to our data if we leave?
    You get a full export on cancellation and a 30-day grace window, then permanent deletion on request as GDPR requires. No contract, no notice period — cancel from billing settings and the account runs to the end of the cycle you've paid for.
  • How long until we're actually running on it?
    A guided setup wizard, a sample-data workspace to learn on before you touch live records, then your CSV mapping call. Most centres are running their real cohorts within a week.
See it with your own qualifications in it

Manage with confidence.

Set the workspace up in an afternoon, import your learners from CSV, and watch the first renewal reminder go out on its own.

Start 14-day free trialBook a 20-minute walkthroughEmail me the module list (PDF)

GDPR-complaint · Trial requires a card