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Learner Support Service Portals – An Introduction. Objectives of the Seminar. 1. Background to the Learner Support Service . 2. The Learner Journey. 3. The Learner Portal. 4. The Learning Provider Portal. 5. Ongoing Help and Support. 6. Questions and Answers. 7. Contact information.

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agenda

Objectives of the Seminar

1

Background to the Learner Support Service

2

The Learner Journey

3

The Learner Portal

4

The Learning Provider Portal

5

Ongoing Help and Support

6

Questions and Answers

7

Contact information

8

Evaluation

9

Agenda
objectives

Explain the operation of the Learner Portal and the Learning Provider Portal

1

Highlight the key differences between EMAsys, the ALG system and the Learning Provider Portal

2

Reinforce the availability of new application channels (online and telephone)

3

Objectives
who are the liberata consortium
Who are the Liberata Consortium?
  • Lead partner in consortium
  • Back office processing – applications and payments
  • Operation of Contact centres
  • Delivering implementation and ongoing field support through the Field Force
  • Project managing the development of the Learner Support Service
  • Supporting LSC on Communications and Engagement strategy – including training
  • Leading on future development for the Learner Support Service
  • Building the new system – both Learner and Learning Provider Portals
  • Authoring supporting documents – training pack
introducing the learner journey

Assess

Enrol

Pay

Apply

Attend

Aware

1

2

3

4

5

6

Learner Support Service

Learning Provider

Learner

Introducing the Learner Journey

Makes Payment

Determine Eligibility & Entitlement

Process Application

Receives Added Learners

Receives Payment Decision

Adds learner on LPP

Makes Payment Decision

Understand Learner Schemes

Enrol

Attends

Apply

Receive Notice of Entitlement (NOE)

Receives Payment

Learners can apply using 3 major channels: Online, over the phone or using a paper form

introducing the learner portal
Introducing the Learner Portal
  • This section provides an overview of the Learner Support Service (LSS) Online Learner Portal
  • Learners can still use paper forms for Learner Support applications and all NOE’s will still be issued in paper format
  • Learners can also access the Learner Portal via telephone
learner journey apply using the new learner portal
Learner Journey: Apply using the new Learner Portal

Assess

Enrol

Pay

Apply

Attend

Aware

1

2

3

4

5

6

Makes Payment

Determine Eligibility & Entitlement

Process Application

Receives Added Learners

Receives Payment Decision

Learner Support Service

Adds learner on LPP

Makes Payment Decision

Learning Provider

Understand Learner Schemes

Enrol

Attends

Apply

Receive Notice of Entitlement (NOE)

Receives Payment

Learner

the learner portal 4 key stages
The Learner Portal: 4 key stages

Account updates

Creating your account

Applying online

Eligibility checker

1

2

3

4

Login

Communication via text/email

User Registration

3.1

4.1

2.1

Select Scheme

Text if non-payment

3.2

4.2

Personal Details

Learner mini-statement

3.3

4.3

Learning Details

3.4

Current Qualification Details (ALG only)

3.5

Bank Details

3.6

Learner Income Details (ALG)

Adult Income Details (EMA)

3.7

Application summary

3.8

the learner portal stage 1 eligibility checker
The Learner Portal Stage 1: Eligibility Checker

Account updates

Creating your account

Applying online

Eligibility checker

1

2

3

4

Login

Communication via text/email

User Registration

3.1

4.1

2.1

Select Scheme

Text if non-payment

3.2

4.2

Personal Details

Learner mini-statement

3.3

4.3

Learning Details

3.4

Current Qualification Details (ALG only)

3.5

Bank Details

3.6

Learner Income Details (ALG)

Adult Income Details (EMA)

3.7

Application summary

3.8

the learner portal stage 2 creating your account
The Learner Portal Stage 2: Creating Your Account

Account updates

Eligibility checker

Creating your account

Applying online

1

2

3

4

Login

Communication via text/email

User Registration

3.1

4.1

2.1

Select Scheme

Text if non-payment

3.2

4.2

Personal Details

Learner mini-statement

3.3

4.3

Learning Details

3.4

Current Qualification Details (ALG only)

3.5

Bank Details

3.6

Learner Income Details (ALG)

Adult Income Details (EMA)

3.7

Application summary

3.8

slide13

Creating your account

2

2.1

User Registration

slide14

Creating your account

2

2.1

User Registration

the learner portal stage 3 applying online
The Learner Portal Stage 3: Applying Online

Account updates

Eligibility checker

Creating your account

Applying online

1

2

3

4

Login

Communication via text/email

User Registration

3.1

4.1

2.1

Select Scheme

Text if non-payment

3.2

4.2

Personal Details

Learner mini-statement

3.3

4.3

Learning Details

3.4

Current Qualification Details (ALG only)

3.5

Bank Details

3.6

Learner Income Details (ALG)

Adult Income Details (EMA)

3.7

Application summary

3.8

slide16

Applying Online

Applying online

3

Login

3.1

3.2

3.3

3.4

3.5

3.6

3.7

3.8

slide17

Applying online

3

3.1

Select Scheme

3.2

3.3

3.4

3.5

3.6

3.7

3.8

slide18

Applying online

3

3.1

3.2

Personal

Details

3.3

3.4

3.5

3.6

3.7

3.8

slide19

Applying online

3

3.1

3.2

Personal

Details

3.3

3.4

3.5

3.6

3.7

3.8

slide20

Applying online

3

3.1

3.2

Personal

Details

3.3

3.4

3.5

3.6

3.7

3.8

slide21

The Learner can click on this to get an explanation and online help with this question.

Applying online

3

3.1

3.2

3.3

Learning

Details

3.4

3.5

3.6

3.7

3.8

slide22

3

Applying online

3.1

3.2

3.3

3.4

Qualification

Details

3.5

3.6

3.7

3.8

slide23

3

Applying online

3.1

3.2

3.3

Clicking on this will print off a pre-populated paper form for completion

3.4

3.5

Bank

Details

3.6

3.7

3.8

slide24

3

Applying online

3.1

3.2

3.3

3.4

3.5

3.6

Income

Details

3.7

3.8

slide25

3

Applying online

3.1

3.2

3.3

3.4

3.5

3.6

Income

Details

3.7

3.8

slide26

3

Applying online

3.1

3.2

3.3

3.4

3.5

3.6

Income

Details

3.7

3.8

slide27

Applying online

3

3.1

3.2

3.3

3.4

3.5

3.6

Income

Details

3.7

3.8

slide28

Applying online

3

3.1

3.2

3.3

3.4

3.5

3.6

Income

Details

3.7

3.8

slide29

Applying online

3

3.1

3.2

3.3

3.4

3.5

3.6

Income

Details

3.7

3.8

slide30

Applying online

3

3.1

3.2

3.3

3.4

3.5

3.6

Income

Details

3.7

3.8

slide31

Applying online

3

3.1

3.2

3.3

3.4

3.5

3.6

Income

Details

3.7

3.8

slide32

3

Applying online

3.1

3.2

3.3

3.4

3.5

3.6

3.7

Application summary

Application summary

3.8

the learner portal account updates
The Learner Portal: Account Updates

Account updates

Creating your account

Applying online

Eligibility checker

1

2

3

4

Login

Communication via text/email

User Registration

3.1

4.1

2.1

Select Scheme

Text if non-payment

3.2

4.2

Personal Details

Learner mini-statement

3.3

4.3

Learning Details

3.4

Current Qualification Details (ALG only)

3.5

Bank Details

3.6

Learner Income Details (ALG)

Adult Income Details (EMA)

3.7

Application summary

3.8

slide34

Account Updates: Communications and Alerts

  • Advising of application status and prompting action
  • Alerting to non-payment on a weekly basis

4

Your application for EMA has been assessed. Please log onto gavinsmith-myaccount@lss.com

for further details

4.1

4.2

4.3

summary of the 4 key stages of the learner portal
Summary of the 4 key stages of the Learner Portal

Account updates

Creating your account

Applying online

Eligibility checker

1

2

3

4

Login

Communication via text/email

User Registration

3.1

4.1

2.1

Select Scheme

Text if non-payment

3.2

4.2

Personal Details

Learner mini-statement

3.3

4.3

Learning Details

3.4

Current Qualification Details (ALG only)

3.5

Bank Details

3.6

Learner Income Details (ALG)

Adult Income Details (EMA)

3.7

Application summary

3.8

introducing the learning provider portal
Introducing the Learning Provider Portal

This section provides an overview of:

  • The structure of the Learning Provider Portal (LPP)
  • The 3 key operational stages of the LPP:
      • Site Administration
      • Learners
      • Payments
  • The transitional plans for Summer 2008
learner journey enrolment to payment using the learning provider portal
Learner Journey: Enrolment to Payment using the Learning Provider Portal

Assess

Enrol

Pay

Apply

Attend

Aware

1

2

3

4

5

6

Makes Payment

Determine Eligibility & Entitlement

Process Application

Receives Added Learners

Receives Payment Decision

Learner Support Service

Adds learner on LPP

Makes Payment Decision

Learning Provider

Understand Learner Schemes

Enrol

Attends

Apply

Receive Notice of Entitlement (NOE)

Receives Payment

Learner

slide46

Working / Input area

(eg. payment decisions)

learner provider portal 3 key operational stages

Super Users and Standard Users

Super Users Only

Learner Provider Portal: 3 Key Operational Stages

Learners

Payments

Site Administration

1

2

3

Login

Adding Learners

Weekly Payments

1.1

3.1

2.1

Contact us

Bonus Payments

1.2

Finding

Learners

3.2

2.2

Checking Provider Details

Quick Pay

1.3

3.3

2.3

Managing Learners

Study Patterns/Start and End Dates

1.4

Creating Locations & Groups

1.5

Creating/Editing Users

1.6

lpp operational stage 1 site administration

Super Users Only

LPP Operational Stage 1: Site Administration

Learners

Payments

Site Administration

1

2

3

Login

Adding Learners

Weekly Payments

1.1

3.1

2.1

Contact us

Bonus Payments

1.2

Finding

Learners

3.2

2.2

Checking Provider Details

Quick Pay

1.3

3.3

2.3

Managing Learners

Study Patterns/Start and End Dates

1.4

Creating Locations & Groups

1.5

Creating/Editing Users

1.6

slide49

Site Administration: Log in

Site Administration

  • Receive Log on and password from LSS
  • Access the URL for the LPP
  • Use the LSS log on for the first time
  • Change password on first time
  • Change password on regular basis for security

1

Login

1.1

1.2

1.3

1.4

1.5

1.6

slide52

*********

*********

*********

slide53

Site Administration: Contact Us

Site Administration

  • Select the “Query Type” from drop-down field
  • Type in your query (up to max of characters)
  • Confirm your query to submit
  • We will respond via email or phone as appropriate

1

1.1

Contact Us

1.2

1.3

1.4

1.5

1.5

slide55

Site Administration: Checking Provider Details

Site Administration

  • Check Primary contact details
  • Edit Primary contact details as required
  • Check standard term dates – Academic year only
  • Edit term dates as required

1

1.1

1.2

Checking Provider Details

1.3

1.4

1.5

1.6

slide62

Site Administration: Study Patterns/Start & End Dates

Site Administration

  • Create study patterns for specific learning programmes / learners
  • Select the Schemes (EMA, ALG or both) to which the Study Pattern applies
  • Edit existing Study Patterns as required on an ongoing basis

1

1.1

1.2

1.3

Study Patterns/Start and End Dates

1.4

1.5

1.6

slide67

Site Administration: Creating Locations & Groups

Site Administration

  • Locations
  • These are “administrative units” into which you organise Learners to reflect your organisation’s own attendance recording/monitoring systems. They can only be added to LPP by the Super User
  • Groups
  • These are “sub divisions of a Location” i.e. smaller administrative units of Learners. They can be added by all LPP Users.

1

1.1

1.2

1.3

1.4

Creating Locations & Groups

1.5

1.6

site administration locations groups
Site Administration: Locations & Groups

Scenario 1: One Location / One Group

Location:

A

Group:

1

site administration locations groups1
Site Administration: Locations & Groups

Scenario 2: One Location / Two Groups

Location:

Main Site

Group:

1

Group:

2

site administration locations groups2
Site Administration: Locations & Groups

Scenario 3: Four Locations/Various Groups within each Location

Location:

Sheffield

Location:

Derby

Location:

Nottingham

Location:

Coventry

Group:

PLP

Group:

A

Group:

1

Group:

E2E

Group:

B

Group:

2

Group:

PLP

Group:

C

Group:

3

slide75

Site Administration: Creating/Editing Users

Site Administration

  • Enter details of Standard User
  • Link User to Location(s) - this will limit their access to those learners linked to that location
  • Edit User details or change their linked Locations
  • Reset Users password if required
  • Remove Users / Reinstate Users as required

1

1.1

1.2

1.3

1.4

1.5

Creating/Editing Users

1.6

lpp operational stage 2 learners
LPP Operational Stage 2: Learners

Learners

Payments

Site Administration

1

2

3

Login

Adding Learners

Weekly Payments

1.1

3.1

2.1

Contact us

Bonus Payments

1.2

Finding

Learners

3.2

2.2

Checking Provider Details

Quick Pay

1.3

3.3

2.3

Managing Learners

Study Patterns/Start and End Dates

1.4

Creating Locations & Groups

1.5

Creating/Editing Users

1.6

Super Users & Standard Users

slide81

Learners: Adding Learners

Adding Learners

  • Learner presents NoE Contract
  • Provider checks the Contract and agrees Programme with Learner
  • Provider sorts Contracts by Location & Group if applicable
  • Add extra Groups if required
  • Input Learner’s Learner Support Reference Number (LSRN)
  • Confirm Learner list

2

Adding Learners

2.1

2.2

2.3

slide91

Learners: Finding Learners

Learners

2

  • Search by a range of ID numbers
  • Search by enrolment details

2.1

Finding

Learners

2.2

2.3

slide93

Learners: Managing Learners

Learners

  • Amend Locations, Groups, Contract etc
  • Edit personal Study Pattern
  • Check Personal Statement on payments

2

2.1

2.2

Managing

Learners

2.3

lpp operational stage 3 payments
LPP Operational Stage 3: Payments

Learners

Payments

Site Administration

1

2

3

Login

Adding Learners

Weekly Payments

1.1

3.1

2.1

Contact us

Bonus Payments

1.2

Finding

Learners

3.2

2.2

Checking Provider Details

Quick Pay

1.3

3.3

2.3

Managing Learners

Study Patterns/Start and End Dates

1.4

Creating Locations & Groups

1.5

Creating/Editing Users

1.6

Super Users & Standard Users

slide101

Payments: Weekly Payments

Payments

  • Make / receive weekly payment decisions
  • Sort payment decisions by Location & Group
  • Tick “Yes”, “No” or temporarily leave “NS” for each Learner
  • Submit & confirm payment instructions
  • Where applicable notify Learner of non-payment
  • Refer Learner to appeals policy/procedure if applicable

3

Weekly Payments

3.1

3.2

3.3

slide107

Payments: Bonus Payments (EMA only)

  • Make / receive bonus payment decisions
  • Sort decisions by Locations and Groups
  • Select bonus decisions by type:
    • January / July – Academic Year
    • Achievement 1 - e2e/PLA
    • Achievement 2 - e2e/PLA
    • Progression - e2e/PLA
    • Flexible - e2e/PLA/Academic Year short course
  • Submit and confirm bonus payment decisions
  • If applicable, notify learners of non-payment

Payments

3

3.1

Bonus Payments

3.2

3.3

slide112

Payments: Quick Pay

Payments

  • Enter Username and Password, but select “Quick Pay” instead of “Login”
  • Select Scheme (ie EMA or ALG)
  • LPP will search all Locations, Groups, Programme Types and present current week’s payments
  • Submit and confirm Payment Decisions as per weekly payments screen
  • Log out

3

3.1

3.2

Quick Pay

3.3

summary of the 3 key lpp operational stages
Summary of the 3 Key LPP Operational Stages

Learners

Payments

Site Administration

1

2

3

Login

Adding Learners

Weekly Payments

1.1

3.1

2.1

Contact us

Bonus Payments

1.2

Finding

Learners

3.2

2.2

Checking Provider Details

Quick Pay

1.3

3.3

2.3

Managing Learners

Study Patterns/Start and End Dates

1.4

Creating Locations & Groups

1.5

Creating/Editing Users

1.6

ongoing help support
Ongoing Help & Support

A training pack will be available that includes:

Learning Provider Portal Operating Manual

1

Learning Provider Portal “Quick Start” Guide

2

A copy of this Slide Presentation

3

“Handy Hints” help sheet

4

Details of the Learner Support Service Helplines

5

Field Force Introduction

6

LPP FAQ document

7

contact information
Contact Information

National Helpline

Mon-Fri, 7am-8pm

Partner Helpline: 0845 600 79 79

Learner Helpline: 0800 121 89 89

Websites 24hrs

Providers and Learners

www.lsc.gov.uk/providers/moneytolearn

www.direct.gov.uk/moneytolearn

Mailing to LSS

Freepost NAT11897 Darlington DL1 1BR