Updates to the review functionality
This article documents functionality that is still in development and will be released at a future date.
Tasks
- The ‘Review meeting’ task type has been removed from the Tasks token in the Account Programme. This means that you can no longer create a ‘review meeting’ task manually.
- You can no longer cancel/delete a ‘Review meeting’ task from the UI, the ‘Remove’ button has been removed.
- When a review meeting task is re-scheduled, the previous task is directly updated with the new data instead of being cancelled and give a go to a new, replacing, task being created. However, the cancellation reason (where requested) is still kept in DB but currently not displayed.
- The ‘Repeat’ control is now hidden on Review meeting tasks in Classic (Edit Task form) as redundant.
- It is no longer possible to mark a ‘Review Meeting’ task as completed manually – the task will be completed only when an associated review gets Awaiting Signature/Completed.
- Planned reviews (Not Scheduled, Scheduled, In Progress) tasks have only the following task fields editable now:
- Due Date
- Start Time
- End Time
- All Day
- Finished reviews with the status of Awaiting Signature, Completed, Archived, *Not Completed [is getting deleted from DB]) review tasks are now read-only.
- When a review type is deleted from the programme template, the Review status is set to 'Archived'.
- If the review has been started, the task is cancelled. The previous review/task status does not matter.
- If the review has not been started yet, the task is permanently deleted.
Review statuses
- The ‘Not Started’ review status has been removed. 'Scheduled' and 'Not Scheduled' review statuses have been introduced.
- A new review status – ‘Not Completed’ – is introduced. This status will be used for reviews where LP components are marked as ‘Not Completed’. Previously, such reviews had ‘Archived’ status.
- The following statuses are classified as ‘Planned’ statuses:
- Not Scheduled
- Scheduled
- In progress
- The following statuses are classified as ‘Finished’ statuses:
- Awaiting Signature (This was previously considered as a 'Planned' status)
- Completed
- Not Completed
- Archived
Review components
- Classic: The ‘Create a review’ ribbon button is no longer available on the right side of Learning Plan Overview on the admin’s view.
- Removing a review component when the review has already started will delete all associated records - started review, task(s), and review document(s). Previously, started review remained as no-component review, as well as its review docs.
- ‘Schedule review now’ area is introduced in Create/Edit review component form (both Learning Plan and Reviews grid)
- If a review component has Complete By date (<> no date set) but Schedule review now is not used for providing task details (date and time) -> the task will not be created for the component.
*That means, no ‘review meeting’ task can be now created for the component automatically if a component is being created from Classic interface (both from Learning Plan Overview and Programme builder template) – since there is no Schedule review now area on Create/Edit Component form. - You cannot mark a review as ‘Not Completed’ if the associated Learning Plan Component has a ‘Completed’ status.
- It is no longer possible to edit a 'Not Completed' review component, even if the tutor has the Edit/Delete finished components role.
- Classic interface: The ‘Use Zoom’ checkbox is now hidden from Programme builder and from the Create/Edit Review component in the Learning Plan Overview.
- The “Start review” and “Complete component”/”Continue component” buttons are now available for 'Not Scheduled' reviews in component details in both Classic and Console.
- Review Type is now displayed in component details (both Classic and Consoles) if a review and component are not scheduled yet (so component is placed under No date/Learning Plan Activities LP timeline section).
Reviews grid in Console
- The 'Join Zoom’ button is not displayed against the review instance – it is now only available in review profile. And it has been renamed to ‘Start Meeting’.
- It is now possible to mark a review as 'Not Completed' straight from Reviews grid. (same conditions applies as from LP component).
- It is now possible to reschedule an 'In progress' review - one that has already been started.
- Administrators with the Advanced Delivery Management (Edit) and / or Supervisor roles can click the ’Edit review’ button on the Reviews Grid Planned tab and edit the review using the Edit Review form.
- For reviews that have been started from Classic, and have no associated learning plan activity, the ‘Edit review’ option will not be displayed, even if the administrator has the Advanced Delivery Management (Edit) and / or Supervisor roles.
- Reviews that have a status of ‘Not Completed’ and ‘Archived’ are not displayed to Employers.
Review profile (sections)
Plan Reviews/Reviews Schedule
- Classic:
- The Edit column has been removed
- Only component-based reviews are displayed now. Previously, all reviews were displayed.
- Currently viewed review records are now filtered out from the list. Previously, the currently viewed records were also displayed.
- The Planned Date now reflects the Planned/Scheduled Date showing on the Reviews grid. Previously, this field showed the activity 'Complete By' date only.
- Console:
- Currently viewed review records are now filtered out from the list. Previously, the currently viewed records were also displayed.
Reviews card on the Performance Dashboard
- If a review task is scheduled for all day, ‘All day’ is displayed instead of the ‘00:00 – 00:00’ time value. If no task has been scheduled yet, no time value is displayed.
- If a review has an ‘Awaiting Signature’ status, it will not be counted as an 'Upcoming Review', because ‘Awaiting Signature’ is now classified as a 'Finished' review status.
Public API
- AddTask: You can no longer create a task of the ‘Review Meeting’ type.
- UpdateTask: You can no longer change the task type from any other type to a ‘Review meeting’ type.
- UpdateTask: You can no longer update a task of the ‘Review Meeting’ type.