Action plan

The action plan tracks a learner's progress through their programme and its components. It contains all the activities, digital learning assets, meetings, and webinars the learner needs to complete.

As a tutor, your view of the action plan is similar to what the learner sees, but with additional options. You can use the action plan to preview learning activities, submit and mark evidence, and add, edit, or synchronise activities.

Activity details

All progress is tracked through activities, each displayed in the timeline. Select an activity to open a details panel on the right of your screen, showing a description of that item. Use the icons in the top right of the panel to close or expand it.

Activity status

Each activity has one of the following statuses:

• Not Started
• In Progress
• Evidence Required
• Evidence Submitted
• Completed
• Verified
• Referred
• None

Viewing progress

The Target Progress bar gives a quick indication of how much of the action plan has been completed compared to what is currently due.

Use the dropdown at the top of the action plan page to switch between views. The default view shows the overall programme. If activities are mapped to standards or qualifications, select a component from the list to view the learner's progress against it, along with any associated evidence and how it maps to specific criteria.

Manage action plan

Most activities are configured at programme level. Where your organisation has given you permission, you can add, edit, or delete activities for individual learners. For example, you may need to schedule meetings or reviews.

Filtering

Activities are ordered by due date and displayed in a timeline. Overdue activities appear at the top; activities with no due date appear at the bottom.

To filter activities, select Filters above the activity list. The Edit Filters panel opens on the right of your screen. You can filter by status, type, and date, and select multiple values at once.

Preview digital learning

You can preview any digital learning activity on a learner's action plan to review the questions, assessment, or eLearning they need to complete.

Select Preview on an activity to open the content.

Manage evidence

Where an activity has evidence attached, you can view its current status. As a tutor, you can submit evidence on behalf of a learner and mark evidence once submitted.

When evidence is uploaded, the action plan updates automatically to show it, marked as awaiting review. The learner's case owner receives a notification by email and in the messaging centre.

The learner's view of the action plan shows Evidence Submitted for that activity. Once the evidence is accepted or referred, the status updates automatically.