Welcome to the new Help Centre! ✨

You may have spotted our new and shiny company website - and that’s not all that’s changed! We now have dedicated Help Centres for each of our products to make it easier for you to find the right support. For a quick guide to what’s new and where to go, click here.

Software update: Wednesday 24th September 2025 7am - 7:30am

On Wednesday, we're updating EPortfolio & Engage, to introduce some improvements to existing features.
This update will require downtime.

Release notes can be found here for EPortfolio 
Release notes can be found here for Engage 



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Add PMR records

Jade Pimblott
Modified on: Tue, 9 May, 2023 at 10:27 AM

  User Roles

This feature can be used by the following user roles:

  • Provider Admin
  • Financial Admin
  • Assessor

You can add your learners PMR record by following the steps below:

  1. Click Learners
  2. Click Learners name
  3. Click Learning Delivery
  4. Click Edit detail on the Programme aim
  5. Click Financial Records
  6. Click Add financial record

  Further information

Please refer to the ESFA ILR documents for further information on PMR records.

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