Accessing the Programme Review
Editing the Review stage requires a completed Programme to have been created and customised. If this has not been done yet, please refer to 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 it brings up a menu allowing you to edit the Programme’s required reviews.
Creating a Review
Cloning from another Programme
If a Review has already been set up on another Programme, it is possible to quickly clone it from the Review menu by clicking “Copy from another programme”. Clicking this button, found at the bottom in green, brings you to a page where you can select which other programme’s Review(s) to clone. You are able to select which reviews to copy across. For example, in the image below, “Initial set up meeting” and “1 2 1” are being copied, but “Quarterly meeting” is not.
Creating a new Review
If you wish to create a new Review from scratch, you should click “Add more” for each new Review you wish to create on the programme. After entering a name for your new Review, you can select who must sign and who each review is visible to. In the example below, the Review must be signed by the Advisor and Participant and is additionally visible to the Employer.
If you wish to create additional Review types, simply click “Add more” to create a new one.
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”, click the switch to the left of it until you see a green tick.
To add a custom input outside of the predefined ones, click “Add custom section” at the bottom of the list of sections. Once you have given it a name and enabled it, you will be able to see and edit it in the tab list.
On the custom section config tab, you can specify one (or multiple) inputs and their format. You should also give the field a title to describe what is being entered.
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