Overview
To view your learner's reviews, click Reviews from the learner navigation menu of the learner's record.
You can also navigate directly from the Learner caseload screen, by selecting Reviews from the View column dropdown which will take you directly to that area of the learner's record.
The Reviews screen is displayed.
You can view the planned review and finished review lists by navigating to the relevant tab.
Planned Reviews
The planned reviews list has the following details/Action items:
- Review Name/Review type
- Reviewer
- Planned/Scheduled date
- Status
- Scheduling Assistant
- Review Actions
- Ellipses menu
Planned Reviews can have the following status:
- Not Scheduled
- Scheduled
- In progress: A review that is in progress. Once you start a review, the status changes to 'In progress', and it will remain in this status till all the items are marked as completed.
After all the review sections are completed, and the review is signed (where applicable), the review will appear under the 'Finished' tab.
Finished Reviews
The 'Finished' reviews list has the following details:
- Review Name / Review type
- Reviewer
- Planned/Scheduled date
- Completed date
- Status
- Review Actions
- Ellipses menu
Finished reviews can have the following status:
- Awaiting Signature: A Review that is awaiting one or more signatures. Once you finish all the sections in the Review, the Review status will be set to 'Awaiting Signature'. Please note that not all Reviews require signatures depending on how your organisation has configured the Reviews in the system.
- Completed
- Not Completed
- Archived: When a Review type is deleted from the programme template, the Review status is set to 'Archived'.
Notes
- Learners and Employers cannot see Reviews with ‘Archived’ and ‘Not Completed’ statuses in Aptem Console.
View a detailed review
In case of finished Reviews, you can view the detailed Review within the platform. To see a completed Review, click on View under Review Actions.
Reviews are divided into various sections. You can expand or collapse a section by clicking it.
Review Sections
Learner Information
The Learner information section contains information such as learner details, programme name, programme start and end dates, the employer, the manager and the mentor.
Learning Progress
The learning progress section shows the learner's progress against the aims at that point in time. Note that this section is updated only by the Calculate action.
Skills Radar
You can use the Skills Radar section to review your learner's progress against the defined competencies.
RAG Status
You can use the RAG section to review the status that was agreed upon during the Review.
PLR
Using the PLR section, you can view the online record from the LRS (Learner Records Service) and search for/create the ULN (Unique Learner Number).
To get a learner's PLR, either enter their ULN (Unique Learner Number) in the text box and click Get PLR or leave this empty to start the ULN search. If a match is found, you will be able to populate the ULN field with this information.
Where a PLR record exists for the learner the detailed record will be shown and will be added to the grid. You then have the option to remove any parts of the record that are not relevant to the programme the learner is working towards.
Functional Skills
On the Functional Skills section, you can view the information in relation to your learner's Functional Skills Initial Assessments and Diagnostic Assessments.
Attachments
The Attachments section allows you to upload any supporting files to the Review. Files uploaded via this section are only available within the Review. They are not displayed elsewhere within Aptem.
Transcripts and Meeting Notes
In the Transcripts and Meeting Notes section, the tutor, or learner, or employer can add meeting notes. Note that this section must be configured at the programme level using the Review token. This section is intended to be used as a repository for transcripts to store as evidence against the review.
The employer and learner can edit or view the section as per the section configuration. Meeting notes are available to view in completed reviews, and available to edit or view in in progress reviews.
The section will not be enabled by default and needs to be enabled by customers. For existing review types, when enabled in the Programme Builder, the section will appear in all reviews of this type for all learners on this programme.
The character limit for Meeting Notes is 20,000 characters. A validation warning is displayed when the text exceeds 20,000 characters and the section will not be saved.
Please note - Due to the possible length of the Meeting Notes section, it will not be exported to the Review PDF or OData.
Manage reviews
You can create a review, edit or delete an existing review. You can start and complete a review, and you can sign completed reviews.