Managing Records

Add records using Add Development Record

Records can be added by going to the Add Development Records form.

1. Site administration
2. General
3. Personal Development Log
4. Add Development Record.

Adding records as Site administrators and Managers

1. Give the record a name
2. Write a short description if applicable
3. Select the user you would like to allocate the record to
4. Add an appropriate time frame or time taken to complete the studies
5. Select whether the studies have been suggested, planned or if it has already been completed 
6. Upload any relevant files to be included in the studies

Adding records on the View Development Records page.

Records can be added on the View Development Records page.

1. Site administration
2. General
3. Personal Development Log
4. View Development Records

Adding records as Site administrators and Managers

1. Select the "Add Record" button on the top left, just below the navigation bar
2. Give the record a name
3. Write a short description if applicable
4. Select the user you would like to allocate the record to
5. Add an appropriate time frame or time taken to complete the studies
6. Select whether the studies has been suggested, planned or if it has already been completed
7. Upload any relevant files to be included in the studies

Adding a record for a specific learner

Records can be added directly for a specific user from their records page.

1. Browse learner's page
   1. Site administration
   2. General
   3. Personal Development Log
   4. Browse learners
2. Selecting a learner from the View Records page who already has records allocated.

The Trash Icon can be used to deleted records, the trash icon can be accessed from:

1. The View Records page
2. A learner's Records page

You will be prompted to confirm that you want to delete the record

Site administrators, managers and learners are all able to edit records, however, once a record has been validated editing will no longer be available.

Records can be edited on the following pages:

1. View Development Records page
   1. Select the Edit Icon for a record you would like to edit from the table
   2. Make changes to the appropriate fields
   3. Select the Save button at the bottom of the form to save the changes
2. Learner's Development Records page
   1. Select the Edit Icon for a record you would like to edit from the table
   2. Make changes to the appropriate fields
   3. Select the Save button at the bottom of the form to save the changes
3. Within a specific records page
   1. At the top right of the page, below the navigation bar, select the Edit button
   2. Make changes to the appropriate fields
   3. Select the Save button at the bottom of the form to save the changes

Records can be validated by Site Administrators and Managers. Site Administrators can validate any records including their own, whereas managers are only able to validate their learners' records and unable to validate their own records.

Records can only be validated once/when the progress of the record is Completed, otherwise the status of the record will be displayed as Not ready for validation. When the record is complete and ready for validation, the status will read Awaiting validation.

Records can be validated on the following pages

1. View Development Records page
   1. Find the record that needs to be validated from the table
   2. Click Awaiting validation and select Validate from the drop down. 
   3. Confirm record validation
2. Learners Development Records page
   1. Find the record that needs to be validated from the learners table
   2. Click Awaiting validation and select Validate from the drop down. 
   3. Confirm record validation