Overview
The Actions section in reviews allows tutors to record, track, and manage agreed actions for learners. Actions are shared across all reviews where the section is enabled, ensuring continuity and visibility of progress over time. To learn more about this feature and to enable it, see: Enabling the Actions section in reviews.
Tutors can create actions, assign due dates, update their status, and manage actions created by any user. All changes are reflected dynamically across reviews so everyone always sees the latest information.
What tutors can do
As a tutor, you can:
Add actions with optional due dates
Edit, delete, duplicate, complete, or mark actions as Not required
View actions using Open, Closed, or All tabs
Reopen closed actions if required
Amend any action, regardless of who created it
See overdue indicators and completed dates
Export actions automatically as part of the review PDF
Adding actions
Where the Actions section is enabled in a review:
Click Add an action.
Enter the action details.
(Optional) Add a due date.
Save the review section to save the action. If you navigate away without saving, changes will be lost.
Viewing and organising actions
Action tabs
Actions are organised into three tabs:
Open – actions that are still active
Closed – completed or marked as not required
All – all actions, regardless of status
Sorting actions
You can reorder actions using the filter option in the top-right of the Actions section:
Due date (ascending – default)
Due date (descending)
The default view shows the most urgent actions first.
Overdue actions
When an action passes its due date, an overdue label appears showing how many days overdue it is.
Editing, duplicating, and closing actions
Using the three-dot menu to the right of an action, tutors can:
Edit the action details
Duplicate the action to quickly create a copy with a new due date
Delete the action (permanently removes it from the platform)
Mark the action as Not required
Actions marked as Not required move to the Closed tab but remain visible for reference.
Completing actions
Click the checkbox to the left of an action to mark it as complete
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Completed actions:
Move to the Closed tab
Are greyed out and locked
Display a status tag (Completed or Not required)
Show the completed date
Closed actions can be reopened or deleted using the three-dot menu.
Saving changes
All changes (adding, editing, completing, reopening, or deleting actions) require the review section to be saved
A warning appears if there are unsaved changes
Leaving the section without saving will discard changes
Actions across reviews
Actions are dynamic and shared across all reviews where the Actions section is enabled.
This means:
Actions added or updated in one review appear automatically in all other reviews
The current status of actions is always visible to tutors, learners, and employers
Actions are carried forward from one review to the next, supporting ongoing progress tracking
Actions in review PDFs
All actions are included in the review PDF export with the following columns:
Action
Status
Due date
Created by
Closed date
Closed by
Working with learners and employers
Learners and employers can add actions in reviews they have access to.
They can only amend actions they created themselves.
Tutors can amend all actions, regardless of who created them.
All users can duplicate actions.