Scheduling a Learner Review
To schedule a Learner Review:
Step 1: Select Learners from the left-hand menu.
Step 2: Find the Learner you want to Schedule a Review for and click Open Program under Actions in the Learners table.
Step 3: Click + Schedule a Review.
Step 4: Complete the details on the + Schedule a Review pop up box.
Below is a description of each of the fields:
Title: The Title of the Review.
Review Type: The type of Review:
- Face-to-Face
- Online
- Telephone
Review Date: The Date and Time of the Review.
Duration: The Duration of the Review.
Attendees: The invited Attendees (this is a dropdown consisting of all Users linked to the Learner).
Note: as a minimum the learner and at least one other Attendee must be invited to the Review.
Depending on the Review Type a further field will become available for you to fill in:
- Face-to-Face - A Location field will appear.
- Online - A Meeting Link will appear.
- Telephone - A Contact Details field will appear.
Step 5: Click Save.
Note: An email containing the details of the Review and an ICS file will be sent out to all Invited Attendees.