Learner Positions are used for Work-Based Reporting in New Zealand. They may also be adapted for internal use by organisations in any country.

1

Add a new Learner Position – New Zealand

1. Navigate to LRM > Learners > Selected Training Agreement > Detail
2. Click Action > Add Learner Position
3. Set the Link to existing Learner Position toggle to NO
4. Click Add
5. Select a Workplace
6. Select a Position
7. If, on the Training Agreement, the For Reporting toggle is set to ON, you will see these fields:
   1. Employer Subdivision Name
   2. Territorial Authority
   3. Occupation Code
   4. Employment Type
8. (Optional) Enter a Start Date
9. (Optional) Enter an End Date
10. (Optional) Select a Workplace Type
11. (Optional) Select a Workplace Contact
12. Click Save

2

Add a new Learner Position – other countries

1. Navigate to LRM > Learners > Selected Training Agreement > Detail
2. Click Action > Add Learner Position
3. Set the Link to existing Learner Position toggle to NO
4. Click Add
5. Select a Workplace
6. Select a Position
7. (Optional) Enter a Start Date
8. (Optional) Enter an End Date
9. (Optional) Select a Workplace Type
10. (Optional) Select a Workplace Contact
11. Click Save

3

Link to an existing Learner Position

1. Navigate to LRM > Learners > Selected Training Agreement > Detail
2. Click Action > Add Learner Position
3. Set the Link to existing Learner Position toggle to YES
4. Select a Learner Position
5. Click Add

4

Edit a Learner Position

1. Navigate to LRM > Learners > Selected Training Agreement > Detail
2. Click the Learner Position title
   • The Edit Learner Position drawer opens
3. Update one or more of the fields:
   • Workplace
   • Position
   • Employer Subdivision Name (NZ only – see note)
   • Territorial Authority (NZ only – see note)
   • Occupation Code (NZ only – see note)
   • Enrolment Type (NZ only – see note)
   • Start Date
   • End Date
   • Workplace Type
   • Workplace Contact
4. Click Save.