This guide walks you through the process of creating a learner record using:
- The New Learner Wizard (ILR standalone)
- The Events Hub Integration (with Enrol or Eportfolio)
⚠️ Note: You must be logged in with a suitable user role. Learner records will be assigned to the Provider and Site you are logged into.
Using the New Learner Wizard
- Log in with either a Power User or User role.
- Expand the Learners menu on the left side of the screen.
- Click New Learner to launch the wizard.
- Click the Calendar icon to select the Learner Start Date.
This date determines the data specification and validation rules.
- Confirm or change the Funding Model.
- (Optional) Add:
- Expected Length of Stay (in months)
- Planned End Date
- Delivery Postcode
Then click Next.
- Select a Template that matches the chosen Funding Model and click Next.
- Choose the relevant Employer and click Next.
You’ll now see the data entry tabs:
- Learner
- Employer
- Programme (if applicable)
- Aims
- Progress
Complete any blank fields and click Update in the bottom-left corner.
✅ Validation checks will run automatically. Errors will appear in the Information panel on the right.
A success message will confirm:
“The ILR for [Learner Name] has been saved successfully.”
Using the Events Hub Integration
Once integrated with Enrol or Eportfolio, you can convert Events Hub learners into full ILRs.
- Log in with either a Power User or User role.
- Click Events Hub from the left-hand menu.
- Search for and select the learner record to convert.
Click Search without criteria to view all received learners.
- Click Convert to ILR in the bottom-left corner.
- Select the Learner Start Date using the Calendar icon.
- Confirm or change the Funding Model.
- Choose a Template and click Next.
You’ll now see the data entry tabs, pre-filled with:
- Template data
- Learner details from Events Hub
Complete any remaining fields and click Update.
✅ Once converted, the record is removed from Events Hub search results so you can focus on new submissions.