Role

Description

Users will have the ability to click 'Create' on the 'Not Created' view of the Signatures grid.

Can view the 'PRaP Details Version History' on the PRaP Details tab in Console.

Advanced Delivery Management (Add)

Add components to individual learning plans

Advanced Delivery Management (Delete)

Delete components from individual learning plans

Advanced Delivery Management (Edit)

Can edit components from individual learning plans

Application Steps

Can edit application steps in the recruitment process

Assessor

Can assess users’ evidence linked to the learning plan components

Bulk Upload

Can use CSV files to upload users and organisations

Compliance Mass Processing

Can sign compliance documents in bulk

Compliance QA

- Can update status of the compliance document (as a second-level quality assurance check, this admin can verify or reject the signed document).
- Also allows evidence to be uploaded to the Functional Skills components.

Course Builder

Can create and edit courses – eLearning materials

Create Admins

Can invite new administrators into Aptem (cannot edit roles after account creation)

Create Groups

Can create and edit the group structure

Create Placements

Can create or edit placements/workshops

Create Trackers

Can create a tracker. To create process automation trackers, you would need a “Process Automation – Create” role in addition to this.

Create Users

Can invite users/learners into Aptem

Data Export

Can export data from user generic reports; users’ tile, organisations’ tile

Delete Evidence

Can delete evidence uploaded against learning plan activities

Delete User Documents

Can delete relevant files from the learner’s documents in Aptem Console.

Edit Learner Details

Can edit the Learner Details tab of the Learner Profile in Console

Edit Programme Details

Can add programme when the learner is on the default/account programme in console.

Can edit the programme details including start and end dates and add sub-programmes in both classic and console.

Edit/delete finished components

Can edit or delete components having the following statuses:

• Completed

• Not Completed

• QA Completed

ILR QA

Can quality assure ILRs. Once an ILR has been QA verified, other admin who do not have this role cannot change the user’s ILR information.

Internal verifier

Internal verifier or IQA role. We strongly recommend that this be used as a standalone role. 

Manage Bursaries

Can use the Bursary Payment functionality if enabled for your tenant

Manage Calendars

Can access other admins’ task lists and add/edit/update these tasks

Manage Episodes

This role allows you to stop a user's programme in classic and apply a programme when the learner is on the default/account programme.

Manage ILRs

Can edit ILRs until they are ILR QA verified. Can see ILR information

Manage Jobs

Can create/edit/update job opportunities, link user records to these jobs

Manage Organisations

Can access, create, and edit organisation records.

Manage Programmes

Can create or edit programmes

Manage Registration & Certification

Can access the Registration & Certification section in console; can access the Awarding Body Qualifications tile in classic

Manage Tenant Settings

Can manage some tenant-level account programme settings. See: Manage Tenant Settings (Section).

Power BI

Can access the Power BI reports available within Aptem classic (Power BI tile). It is recommended to only enable for senior management team members.

Power BI Caseload Report

Can access the Power BI Caseload Report available in Aptem console

Power BI Compliance Report

Can access the Power BI Compliance Report available in Aptem console

Power BI Funding Report

Can access the Power BI Funding Report available in Aptem console

Power BI Quality Report

Can access the Power BI Quality Report available in Aptem console

Power BI Employ Report

Can access the Power BI Employ report in Aptem console

Process Automation Trackers (create)

This role enables the admin to create a process automation tracker

Process Automation Trackers (edit)

This role enables the admin to edit the contents of a process automation tracker

Process Automation Trackers (pre-authorise)

This role enables the admin to pre-authorise a process automation tracker

Process Automation Trackers (process)

This role enables the admin to process the tracker and authorise the automated updates relating to that tracker

Student loans

Supervisor

Supervisor - detailed description

Trainee Assessor

If an admin is a trainee assessor, assessors can oversee the trainee’s work and approve marking decisions before the learner sees progress

Tutor Console - Ability to Sign Compliance Documents

Can sign compliance documents in the Signatures area of the tutor console

Tutor Console - Ability to Sign Compliance Documents on Behalf of Others

Can sign compliance documents on behalf of other administrators using the Signatures area of the tutor console

Tutor Console - Ability to Sign Reviews On Behalf of Others

Can sign review documents on behalf of other administrators using the Signatures area of the tutor console

Tutor Console - Review Functional Skill Exemptions & Results(Add/Edit)

Can add or edit the Exemptions or Results sections of the Functional Skills panel in a Review.

Tutor Console - Trainee Tutor Feedback

Can give feedback to the Trainee Tutor

Tutor Console - View all Learners in Assigned Groups

Can view all learners in assigned groups using the dropdown option View>All learners

View All Groups

Allows an administrator to view all groups in the group structure, not just those they are assigned directly to

Work Coach

Employability equivalent of a case-owner