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Overview - Reviews

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Faraaz Mohiuddin
  • Updated

Overview

To view your participant's reviews, click Reviews from the participant navigation menu of the participant's record. 

You can also navigate directly from the participant caseload screen, by selecting Reviews from the View column dropdown which will jump to that area of the participants record. 

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The Reviews screen opens.

You can view the planned review and completed review lists by navigating to the relevant tab.

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You can see a maximum of 10 items per screen, the most recent reviews listed first. To view older review items, use the pagination controls at the bottom of the screen. You can also sort the list by any clicking on the header row. 
 

Planned Reviews

The planned reviews list has the following details:

  • Review type
  • Planned date
  • Reviewed by
  • Status

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Planned Reviews can have the following status:

  • Not Started: A review that has not been started
  • 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.
  • 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'. Note that not all review types require signatures depending on how your organisation has configured the reviews in the system.

After all the review sections are completed, and the review is signed (where applicable), the review will appear under the completed tab.

 

Completed Reviews

The completed reviews list has the following details:

  • Review type
  • Started date
  • Completed date
  • Reviewed by
  • Status

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View a detailed review

In case of completed reviews, participants can view the detailed review within the platform. To see a completed review, click on View under Review Actions.

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Reviews are divided into various sections. You can expand or collapse a section by clicking it, as shown.

Here, you can see the Skills Radar and Learning Progress sections.

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Review Sections

The Participant information section contains participant details - the programme name, the programme start and end dates, the employer, the manager and the mentor. 

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The learning progress section shows the participant's progress against the aims at that point in time.

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You can use the Skills Radar section to review your participant's progress against the defined competencies.

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You can use the RAG section to review the status that was agreed upon during the review.

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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. 

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