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Registering a Learner for a Professional Discussion

Guidance on registering a learner for the Professional Discussion component in preparation for booking in Smarter Booking.

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Written by Christopher Wootton

This guidance outlines the process for registering a learner on the Professional Discussion unit in preparation for booking their assessment in Smarter Booking.


⚠️ Important: Please read before proceeding:

Learners must be registered on one of the following qualifications:

  • EAL Building Services Engineering (Level 3) - Heating and Ventilating Installation / Peirianneg Gwasanaethau Adeiladu (Lefel 3) EAL - Gosod Gwresogi ac Awyru: C00/4278/5

  • AL Building Services Engineering (Level 3) - Heating and Ventilating Installation / Peirianneg Gwasanaethau Adeiladu (Lefel 3) EAL - Gosod Gwresogi ac Awyru: C00/4278/6

  • EAL Building Services Engineering (Level 3) - Plumbing and Heating / Peirianneg Gwasanaethau Adeiladu (Lefel 3) EAL - Plymio a Gwresogi (SP): C00/4278/7

  • EAL Building Services Engineering (Level 3) - Electrotechnical Installation / Peirianneg Gwasanaethau Adeiladu (Lefel 3) EAL – Gosod Electrodechnegol (SE): C00/4278/8


✅ Before You Start

Before completing a registration, the Centre must ensure that all Professional Discussion pre‑requisites have been met.

🔗 Refer to: Professional Discussion Booking Pre‑Requisites here


📘 Professional Discussion Qualification Codes

Once the above requirements have been completed, you can follow the steps below to register the learner.

Learners must be registered against the correct Professional Discussion code, in line with their original qualification registration listed above.

The available Professional Discussion codes are:

PD/4278/5CYM

PD/4278/5ENG

PD/4278/6CYM

PD/4278/6ENG

PD/4278/7CYM

PD/4278/7ENG

PD/4278/8CYM

PD/4278/8ENG

To register a learner for a their Professional Discussion unit, using Online Services, access the Online Services navigation menu and click on "Reg & Cert".

From the available tiles, select "Registration."

Step 1: Selecting the qualification code

Under the list of approved qualifications, you'll need to search for the qualification code for the PD using one of the following options:

PD/4278/5CYM

PD/4278/5ENG

PD/4278/6CYM

PD/4278/6ENG

PD/4278/7CYM

PD/4278/7ENG

PD/4278/8CYM

PD/4278/8ENG

Select the code that corresponds to the learner’s original qualification registration (ensuring the correct pathway and language option are correct).

Once you have selected the correct code, click “Next.”


Step 2: Entering the learner details

When entering the learner details, you will not be able to select ‘New Candidate Registration’.

The system will automatically default to ‘Existing Registered Candidate’.

Enter the learner’s candidate number, then click “Find Candidate.”

After selecting find candidate, the learner’s details will appear on screen greyed out. Double-check that all details are correct before proceeding and the correct learner has been selected.


Step 3: Adding to basket

You can now move on to the next section to review the qualification units.

Please note: this registration will relate to the Professional Discussion unit only and therefore only display one unit.

Select “Add to Basket”, then click “View Basket.”


Step 4: Saving the basket

You can now proceed with saving the registration.

In the basket, review all learners you have added. For a final check, ensure that all learner details are correct.

Once confirmed, enter the required Purchase Order (PO) number, then select “Save” to complete the registration.


⚠️ Important

Once the learner registration has been saved, it will automatically integrate with the Smarter Booking system.

Please note: that this integration occurs hourly, so there may be a short delay before the learner is visible in Smarter Booking.


Need more help? If you need further assistance, we suggest taking a look at the range of articles available in our Knowledge Hub. You may find the answers to your queries in these resources.

Alternatively, if you require additional support, contact our friendly Customer Experience Team who will be more than happy to assist you.

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