Complete a scheduled learner review

Step 1: Select Learners from the left-hand menu.

Step 2: Find the Learner you want to complete the scheduled review for and click Open Program under Actions in the Learners table.

Step 3: Click on the Reviews tab.

Step 4: Find the scheduled Review - you can search by Review Title and order the Reviews table by Review Date - and click Complete under Actions.

Step 5: Complete the relevant information in the fields on the different tabs that make up the Review form. Below is an overview of each of the tabs:

Details: This is an overview of the Review and Learner Progress against KSBO's and Off-the-Job Hours.

Responses: This is where the Answers to Review Questions can be added.

Functional Skills: This is where details of Functional Skills planning for English, Maths or ICT can be added.

Attendees: This is where attendance can be confirmed.

To Do: This is where To Do's can be added and assigned to relevant linked Users.

Attachments: This is where Attachments that are relevant to the Review can be added.

Comments: Attendees can add their Comments on this tab.

Step 6: Once you have filled in the relevant information. Click Complete to finalise the review.

Note: You can Save your progress and exit the review at any point before you Complete the Review. To do so, please ensure you have selected at least two attendees, by dragging and dropping from Invited to Attended on the Attendees tab and then click the Save button.