Claiming Qualifications with a Professional Discussion (PD) Component

Enter the learner details using the search fields and click “Search.”

Select the required qualification to claim from the search results, then click “Get Claim Details for the Candidate.”

Before proceeding with a claim, it's essential to ensure that all the learner's personal details are accurate under "Learner Details." This includes the first name, middle initial, and surname, which will be printed on the certificate.

In case you identify any errors, it's crucial not to continue with the claim. You can refer to this article for guidance on how to update the learner's details.

If the learner's details are correct, proceed to the next section. It's worth noting that claiming a certificate with incorrect details will result in a fee to modify and issue a new certificate.

Under the "IV Details" section, choose the Main IV from the drop-down list.

If the expected IV isn't visible in the list, it could mean that they have not been linked to the qualification correctly.

You can follow this article to link an IV to a qualification.

In the “Qualification Unit Details” section, select each completed unit by ticking the ‘Claim Entry’ box next to the corresponding unit.

Repeat this process for each unit completed by the learner, then proceed to the next step.

The Professional Discussion unit will appear automatically in dark green, as this is now system-generated.

Test units will also be automatically claimed and displayed in dark green once passed.

Once you have selected the units, proceed to validate the claim. This step checks for any issues before submission.

If the claim validates successfully, a confirmation message will appear at the top of the screen.

Once the claim has been validated successfully, you can move on to the next section.

Any errors will appear in the message; these must be resolved before proceeding.

When you are ready to save the claim, make sure to tick the claim "Disclaimer". By checking this box, you are confirming that the claim accurately reflects the learner's achievement, and that you understand that any incorrect claims are considered maladministration under EAL's Maladministration and Malpractice Policy.

After checking the disclaimer, add the learner claim to the basket by clicking on "Add to Basket". Then, select "View Basket" to verify that the learner has been added to the basket.

Before saving the claim, you should verify the accuracy of the claim by checking the learner's personal details and the claimed unit. To do this, select the ">" icon under the "Units" column.

A breakdown of the learner's claim will be displayed. Check that all claimed units are correct and that the learner's personal details are accurate.

If you notice any errors with the claimed units, you can select "Edit Claim" against the selected candidate and make changes to the claim before saving. If you are satisfied with the selection, click on "Save Claim(s)" to finalise and submit the claim.

Upon saving the claim, you will receive a confirmation message at the top of the screen.