Accessing the Programme Review
Creating and editing reviews is completed within the ‘Programmes’ tile. If you would like to learn more about building a programme, please see A How-To-Guide to Programme Builder.
- Sign into your Administrator Account
- In the Navigation panel, click on the “Programmes” tile
- The Programmes page will be displayed. Find the desired Programme and click the “Edit” button, a pencil on the right-hand side.
- Scroll down until you find the “Review” button. Clicking this button will allow you to view and edit the reviews linked with this Programme.
Creating a Review
Creating a new Review
If you wish to create a new Review, you should click the green “Add more” text, which can be found at the bottom of the ‘Review types’ section. After entering the name of your new Review, you can then select who the review is visible to, and who is required to sign that review. In the example below, the Review must be signed by the Advisor and the Participant and is additionally visible to the Employer.
If you wish to create additional Reviews, simply click “Add more” – you are able to create multiple reviews within a single programme.
Cloning from another Programme
If a Review has already been built on another programme, it is possible to quickly clone it from the Review menu by clicking “Copy from another programme” text, which can be found at the bottom of the ‘Review types’ section. Clicking this text brings you to a screen where you can select which programme review(s) you would like to clone. For example, the image below shows that we have selected “Initial set up meeting” and “1 2 1” reviews to be cloned, but not “Quarterly meeting”.
Customising a Review
To customise a Review, click its Type: tab in the menu at the top. For example, if your Review is called “Demonstration Review”, find the tab named “Type: Demonstration Review”.
Within this tab, you can enable and disable the required sections of each review. For example, if you wish to enable “Functional skills”, toggle the corresponding switch.
To add a custom section to a review, outside of the predefined ones provided within the system, click the green “Add custom section” text at the bottom of the list. Once clicked you will be able to provide this new section with its own name, enable this section by clicking the toggle switch and open this for editing within the ‘Config’ tab.
Within the ‘Config’ tab, you can specify one (or multiple) inputs and their format.
The different data formats for a custom field are as follows:
- Text – A word/sentence
- Numeric – A number
- Bool – True or False
- Date – A date
- List item – A list of text. You can split up entries using a semi-colon
- Text Multiline – A paragraph of text