This guidance illustrates how to add, view, edit, and download Careers Leaders records in EANR.
Careers Leaders (CLs) records are stored as part of Institution data in EANR. Each institution, if in the Network of Careers HUBs, must have the details of at least one current careers leader registered in its profile. It can also contain records of additional current CLs or those which have left the institution if needed.
To view and edit Careers leader information you need to open the Institutions table under EANR Records tab, click on Edit on the institution of interest and then Scroll down to SITE data as shown below:
As you can see in the screenshot above, some Career Leader records are editable and have “Edit this Careers Lead” button next to their name while some are only for viewing and have “View this Careers Lead” option next to them. This is due to how these records are created into EANR which is explained in this article.
Different CL data types in EANR
There are 2 different sources for Career Leaders in EANR:
1- Manually created by the user in EANR institution records > These can be created by selecting the “Add an additional careers leader” button at the top of the career leaders list. These records have editing option, and the existing records can be edited by users if needed.
2- Imported automatically from Careers Leaders Training Portal database > These are the non-editable records which can only be viewed by users. These records are imported to EANR automatically. Some of the information for these records are also hidden for data compliance reasons.
Information needed when manually creating a new Careers Leader
When you want to create a new career leader for the institution or update an existing record, you must supply the below information for each Career Leader:
- Title and Name (both first name and last name)
- Primary Contact answer
- Phone number and email address
- Job title
- Date careers lead joined institution (or more accurately the day when they started the CL role)
- Date careers lead left institution (or more accurately the day when then left the CL role).
NOTES about “Date Joined” and “Date Left” data fields:
Date careers lead joined institution and Date careers lead left institution are new data fields which must now be supplied for all new and existing CL records. You may receive an error message if you try to edit a career leader data and not supply Date Joined.
It is of high importance for all current CLs to have Joined date and for all lapsed CLs to have a Left date in the institution profile. If you do not know the accurate data for these please try to supply a date as accurate as possible e.g. within the same year or month.
The “Date careers lead left institution field” does not apply to current CLs and is only for those which no longer work at the institution. If you supply a Left date for any CL, they will be marked as lapsed, and you must also choose an option for the “Reason careers lead left institution” data field.
If you want to supply a “date left” value for a lapsed CL record, you must make sure they also have a “date joined” in their profile as it is not possible to leave the Date Joined field empty.
Primary Contact Careers Leader
The “Primary Contact” option is a Yes/No field which must be selected for all manually created career leaders. This field must be set to “YES” for the main Career Leader of the school and “NO” for all secondary CLs. There must be exactly 1 Primary Contact chosen for each SITE of the institution. If you do not mark any of the CLs as Primary contact, or try to have more than one primary contact you will receive the below error messages and can’t save the data:
NOTES about Primary contact:
- Only Current career leaders which do NOT have a Left Date in their profile and are created manually can be marked as Primary contact.
- If your primary contact leaves the institution, then you must mark another CL in that institution as primary contact before adding a Left data for lapsed record.
- The Primary contact field is not available to those CL records which are imported from Careers Leaders Training Portal database as they cannot be edited. If you want to mark one of the Careers Leaders Training Portal source career leaders as primary contact, you still need to manually create a CL record for the same person. The application will then automatically merge the entries for the same person and create an editable CL record for it.
Merging CLTP records with Manually created profiles
If you want to edit a CL record imported from Careers Leaders Training Portal, for example in order to add a Left Date for them in case they have left the institution or mark them as Primary contact, you first need to manually create a CL record for the same person by using the “Add an additional careers leader” button. This can result in an automatic merging of records if you use the same email address for the CL. This will happen immediately after you create the profile and click on the “Edit record” button at the bottom of the page.
For the merging to work correctly you must supply the same email address that this career leader has in Careers Leaders Training Portal database. If the email addresses match, then EANR will automatically merge these 2 records and create an editable CL profile for that person, and you will see only 1 entry for this CL which can be edited as needed.
If the email addresses do not match the merging process won’t happen and you will see both records for the same person in EANR.
Downloading Career Leaders Data
You can download the Career leaders data for any/all of your institutions by selecting the “Download careers leaders” button at the top of the Institutions table. This will download the data for all the current careers leaders (which do not have a Left date in their profile) for all the institutions in your table but will not include the rest of the institution information.