Using the review activity type
This activity is used to schedule and record review sessions. Tutors can complete the review either with the learner or make this available when finished to be signed by the learner, and their Manager.
Please note the review forms need to be configured before setting up this component type, either at programme level or when creating the activity in a learning plan.
Adding a review activity
To add an activity, see: Add activities to a learning plan.
Specify a name for your activity, and set the Activity Type as Review.
Review activity fields
The following fields are available to you in this activity:
- Completion mode*
- Evidence required
- Minimum No. Of Evidence
- Complete By *
- Planned Hours
- Activity Owner
- Review type
- Schedule Review now
This field allows you to determine how the activity status is updated. You can choose from two options:
- When `All evidence is accepted`: Activities are completed when all required evidence has been marked as accepted by the Tutor. The system automates status updates based on the requirement for that activity. (default)
- When `Tutor decides`: The Tutor can manually control the activity status. This includes starting, continuing and completing the activity. Please note that if evidence is set to be required this will still have to be provided before the Tutor can set the activity to complete.
Instructions that the leaner will see when looking at the Learning Plan activity.
Tick the “Evidence required” box if the activity requires evidence to be provided and marked in order for this activity to be completed. Defaults to 1 (checked).
Minimum No. Of Evidence
This field sets the minimum number of pieces of evidence required from the learner. The activity will not be set as complete until this minimum number is reached. This field is dependent on the Evidence Required field being selected.
You can specify the time before which they expect the activity to be completed by the learner. Specifying this field will place the activity in the correct chronological order on the learning plan.
You can choose to specify the complete by time by month, week, day or date. You can also select the No Set date option.
If you choose a date, the activity must be completed before that date.
If you specify a month, the activity must be completed within those many months from the start date of the program. For example, if you enter 1, the activity must be completed within 1 month from the start of the program.
If you specify a week, the activity must be completed within those many weeks from the start date of the program. For example, if you enter 1, the activity must be completed within 1 week from the start of the program.
If you specify a day, the activity must be completed within those many days from the start date of the program. For example, if you enter 10, the activity must be completed within 10 days from the start of the program.
This field shows the number of planned OTJ Hours that this activity is planned to take for the learner to complete. These hours are also displayed on the Commitment Statement at the start of the programme.
If OJT Hours do not apply to this activity, this field should be left as 0.
Select the name of the person responsible for the completion of the delivery of this activity. Defaults to the primary tutor.
These are any attachments that the learner needs to be given access to as part of the activity.
Specify the name of the review that needs to be selected.
The dropdown list shows only those reviews that are in that program.
Schedule Review now
The ‘Schedule Review now’ checkbox is unticked by default. Once you click it, you will see additional options.
The Review date is prepopulated by default using the activity’s Complete By date (if provided strictly as a Date). The Start Time default value is 09:00, and the End Time default value is 09:30.
This section also displays the review status in the top-right. Note that the ‘Schedule Review now’ checkbox is replaced with ‘Scheduled Review’ in cases where the review has already been scheduled.
Where you are creating a Task, note the following: For the activity to be marked as complete, the Task has to be marked as completed by the Learner or Tutor. For more information, see: Marking a task as complete.
Tick the Use Zoom checkbox box if you want the ability to create a zoom meeting directly from the meeting.
If you tick this box, you are presented with additional fields, where you must specify the meeting details.
In the Description box, you can enter text that describes the task.