Software Update: Thursday 3rd April 2025

On Thursday, we're updating Engage, to introduce new features and enhancements.

There will be no product downtime.

Release notes can be found here.


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Add PMR records

  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

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