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.

Upcoming System Update: Eportfolio

On Wednesday 22nd October 2025, we’ll be rolling out a series of enhancements to Eportfolio.

Full details of the changes can be found in the Release Notes

Downtime: Please ensure your work is saved and you are logged out between 7am and 7:30am.

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Add PMR records

Jade Leigh 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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