Learner Profile Page: New Zealand

The Learner Profile page is divided up into sections to make it easy to quickly see key information.

Contents

1 Profile
2 Personal Details
3 Demographics
4 International
5 Next of Kin

Profile

Basic

This is a quick referral for key information regarding the Learner. Easy identification of student number including NSN.

Enrolments are now split into Enrolments, Open Applications and Rejected Applications.

Enrolment Details

Course Enrolments listed newest first
Click the Course Offer to see the Learner’s Course Enrolment detail
To the top right, the Action menu for Unit Enrolments, Logbook and more
For each Course Enrolment
- Course progression in days based on Course Enrolment Start Date and Course Enrolment Actual End Date (if empty then Course Enrolment End Date)
- Unit progression is based on Unit Completion Counts
  - A Unit Enrolment is completed when the SDR Outcome is any of 2, 3, 4, 8, 9 OR NZQA Result is any of A, C, CR, E, M, PC
- An Overdue Unit Enrolment is where the Unit Enrolment is NOT completed and the Unit Enrolment End Date has passed

Open Application Details

Shows Application Status
Click the Course Offer to see the Course Application details such as Application Status Reason and Key Dates
A snapshot of the Start and End Date, Enquiry Date and Enrolment Date
Action Menu to the right of each Application to View, Edit and Manage

Special Care

The Special Care panel will only display if there is at least one of the following for this student:

Learner is under 18
Disability – learner has identified one or more disabilities
No NSN( New Zealand only) – shows when the client NSN is empty
Special Requirements – any text entered in ‘Special Requirements’ in Client > Personal Details.
Notes – any text entered in ‘Notes’ in Client > Personal Details.

Current Position

Indicates what Workplace the Learner is linked to and also their position

Personal Details

	Section	Field	Type	Notes	NZQA	SDR	UIP	WBR
1	General	Title
2	General	First Name			Y	Y	Y
3	General	Middle Name			Y		Y
4	General	Last Name			Y	Y	Y
5	General	Suffix
6	General	Preferred Name
7	General	Previous Name			Y
8	General	Date of Birth			Y	Y	Y	Y
9	General	Gender	Fixed dropdown		Y	Y	Y	Y
10	General	NSN			Y	Y	Y	Y
11	General	IRD						Y
12	General	Public Trust Number
13	General	WINZ Number
14	General	Client Ref (External)		An alternative identifier
15	General	Client Ref (External Plus)		An alternative identifier. Used for membership numbers etc.
16	General	Client Ref (Internal)	Autogenerated by Wisenet	Unique 10 character value. It starts with 3 letter account code followed by random alphanumeric characters				Y
17	General	Client Ref (Export)	Autogenerated by Wisenet	Unique 10 character value reported to government. Usually the same value as ClientRefInternal. Can be set to required value from previous system	Y	Y		Y
18	General	Client Target Group	Custom dropdown
19	General	Sync to Xero		Tick to sync Learner record to Xero. Any change made in LRM will sync to Xero.
20	General	MoE Exemption Number	Text	For Work-based Reporting: If a learner is 15 years of age, they are normally required to be enrolled in secondary education. This element captures a reference number provided by the MOE that identifies an exemption they have granted to a learner to not be in secondary education.				Y
21	Contact	Telephone (h)
22	Contact	Telephone (w)
23	Contact	Fax (h)
24	Contact	Fax (w)
25	Contact	Mobile
26	Contact	Email
27	Contact	Alternative Email
28	Contact	Website Address
29	Contact	Learner requests privacy	Checkbox
30	Fees Free	Eligibility		Is the Learner eligible for Fees Free funding? Yes, No or Unknown		Y
31	Fees Free	Total Fees 2019		Indicating the total fee for the collection year, inclusive of GST, for an individual Learner (domestic). It is the sum of the following three components: - Tuition fees - Compulsory course cost fees - Student services fees + any other compulsory fees		Y
32	Fees Free	Total Fee 2020
33	Fees Free	Total Fee 2021
34	Fees Free	Total Fee 2022
35	Fees Free	Total Fee 2023
36	Fees Free	Total Fee 2024
37	Fees Free	Total Fee 2025
38	Term/Street Address	Building Name
39	Term/Street Address	Unit Detail
40	Term/Street Address	Street Number
41	Term/Street Address	Street Name
42	Term/Street Address	Address		Autogenerated from above Street Fields
43	Term/Street Address	Suburb/Town
44	Term/Street Address	City/Region
45	Term/Street Address	Postcode		When the Term/Street Address Country is not New Zealand, the Postcode field will report as 9999 (Overseas). If empty, the field will report as 8888 (Not yet known - empty)		Y
46	Term/Street Address	Country	Fixed dropdown
47	Postal Address	Building Name
48	Postal Address	PO Box
49	Postal Address	Unit Detail
50	Postal Address	Street Number
51	Postal Address	Street Name
52	Postal Address	Address		Autogenerated from above Street Fields	Y
53	Postal Address	Suburb/Town
54	Postal Address	City/Region			Y
55	Postal Address	Postcode			Y
56	Postal Address	Country	Fixed dropdown		Y
57	Permanent Address	Building Name
58	Permanent Address	PO Box
59	Permanent Address	Unit Detail
60	Permanent Address	Street Number
61	Permanent Address	Street Name
62	Permanent Address	Address		Autogenerated from above Street Fields
63	Permanent Address	Suburb/Town
64	Permanent Address	City/Region
65	Permanent Address	Postcode		When the Permanent Address Country is not New Zealand, the Postcode field will report as 9999 (Overseas). If empty, the field will report as 8888 (Not yet known - empty)		Y
66	Permanent Address	Country	Fixed dropdown
67	Health Care	Has opted out of Health Care
68	Health Care	Health Care Number
69	Health Care	Health Care Expiry Date
70	Health Care	Vaccination Status
71	Health Care	Vaccination Status Notes
72	Notes	General
73	Notes	Special Requirements

Demographics

	Section	Field	Type	Notes	NZQA	SDR	UIP	WBR
1	Employment Status	Labour Force Status	Fixed dropdown
2	Schooling	Still at school?	Fixed dropdown
3	Schooling	Last School Attended	Fixed dropdown	A code to identify the last secondary school attended by the Learner.		Y		Y
4	Schooling	Last School Attended Country	Fixed dropdown	A code to identify the country where the last school attended was.				Y
5	Schooling	Last Year At Secondary School		The year in which the Learner finished their secondary school education.		Y		Y
6	Schooling	Secondary Qualification	Fixed dropdown	This field contains a code to show the highest secondary school qualification attained by the Learner.		Y		Y
7	Schooling	First Year of Formal Education		The field should contain a year value showing the year in which a Learner first enrolled in any "quality assured" qualification at a TEO in New Zealand or overseas, or in the Foundation Year at the University of the South Pacific, or at a registered Private Training Establishment.		Y		Y
8	Schooling	Main Activity Prior to Study	Fixed dropdown	The field describes the main activity or occupation for the Learner on 1 October of the year prior to enrolling as a Type D student at your organisation		Y		Y
9	Prior Education	Prior Ed Flag	Fixed dropdown
10	Prior Education	[OLD] Prior Ed Achieved	Fixed dropdown
11	Prior Education	Prior Ed Achieved (NZ)	Fixed dropdown
12	Language	Language	Fixed dropdown					Y
13	Language	Proficiency in Spoken English	Fixed dropdown
14	Language	International English Test Score (IELTS/TOEFL) - Overall		Overall
15	Language	International English Test Score (IELTS/TOEFL) - Test Type		Test Type
16	Language	International English Test Score (IELTS/TOEFL) - Listening		Listening
17	Language	International English Test Score (IELTS/TOEFL) - Speaking		Speaking
18	Language	International English Test Score (IELTS/TOEFL) - Reading		Reading
19	Language	International English Test Score (IELTS/TOEFL) - Writing		Writing
20	Language	English test score expiry date	Date
21	Nationality	Citizenship	Fixed dropdown	This field is used to identify the country of citizenship of a Learner.		Y		Y
22	Nationality	Residential Status	Fixed dropdown	This field contains a one character code to identify if the Learner has New Zealand permanent resident status for each enrolment.		Y
23	Nationality	Australian Residential Status	Fixed dropdown	This field contains a one character code to identify if the Learner has Australian permanent resident status for each enrolment.		Y
24	Nationality	IWI Affiliation 1	Fixed dropdown	A code to indicate the IWI affiliation of a Learner. If a Learner has more than one affiliation then up to 6 iwi are to be recorded		Y		Y
25	Nationality	IWI Affiliation 2	Fixed dropdown			Y		Y
26	Nationality	IWI Affiliation 3	Fixed dropdown			Y		Y
27	Nationality	IWI Affiliation 4	Fixed dropdown			Y		Y
28	Nationality	IWI Affiliation 5	Fixed dropdown			Y		Y
29	Nationality	IWI Affiliation 6	Fixed dropdown			Y		Y
30	Nationality	Ethnicity 1	Fixed dropdown	A code to indicate the ethnic group of a Learner. If a Learner has more than one ethnic group then up to six ethnic groups are to be recorded	Y	Y		Y
31	Nationality	Ethnicity 2	Fixed dropdown		Y	Y		Y
32	Nationality	Ethnicity 3	Fixed dropdown		Y	Y		Y
33	Nationality	Ethnicity 4	Fixed dropdown			Y		Y
34	Nationality	Ethnicity 5	Fixed dropdown			Y		Y
35	Nationality	Ethnicity 6	Fixed dropdown			Y		Y
36	Disability	Disability Flag	Fixed dropdown	A code to indicate whether or not a Learner has a disability.		Y		Y
37	Disability	Disability	Fixed dropdown	Types of disability.
38	Disability	Disability Accessed	Fixed dropdown	A code to indicate whether or not a Learner has accessed disability services.		Y		Y
39	Disability	Special Requirements	Text	Enter any special requirements.
40	Disability	Disability Support Needs	Fixed dropdown	Provides a list of options where a learner indicates they have a disability.		Y		Y
41	Gender/DOB	Gender	Fixed dropdown			Y	Y
42	Gender/DOB	Date of Birth	Date			Y	Y

International

	Section	Field	Type	Notes	NZQA	SDR	UIP
1		Passport Number					Y
2		Passport Expiry Date
3		Passport Country	Fixed dropdown			Y	Y
4		Visa Number
5		Visa Type	Fixed dropdown
6		Visa Expiry Date
7		Nationality	Fixed dropdown
8	Overseas Address	Address
9	Overseas Address	Address (Line 2)
10	Overseas Address	Suburb
11	Overseas Address	State/Province/Region
12	Overseas Address	Postcode
13	Overseas Address	Country	Fixed dropdown
14	Overseas Address	Telephone (h)
15	Overseas Address	Telephone (w)

Next of Kin

Section	Field	Type
Local	Relationship	Custom dropdown
Local	First Name
Local	Middle Name
Local	Last Name
Local	Address
Local	Address (line 2)
Local	Suburb
Local	State
Local	State/Province/Region
Local	Postcode
Local	Country	Fixed dropdown
Local	Occupation
Local	Passport Number
Local	Passport Country	Fixed dropdown
Local	Telephone (h)
Local	Telephone (w)
Local	Mobile
Local	Email
International	Relationship	Custom dropdown
International	First Name
International	Middle Name
International	Last Name
International	Address
International	Address (line 2)
International	Suburb
International	State/Province/Region
International	Postcode
International	Country	Fixed dropdown
International	Telephone (h)
International	Telephone (w)
International	Mobile
International	Email