Overview
Within Aptem, certain markers are enabled automatically based on conditional logic.
The Safeguarding marker, Incident marker and Cold Referral marker may be automatically switched on as part of the PRaP import process where certain conditions are met.
Additionally, you can configure a marker to be automatically switched when a review is marked as not completed.
Safeguarding marker
This will be automatically switched on as part of the PRaP import where the following conditions are met:
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"Safeguard measures" field in PRaP user table is set, but is not null or zero.
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Tenant contains a marker called "Safeguarding".
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"Safeguarding" marker on Learner record is FALSE.
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Incident marker
This will be automatically switched on as part of the PRaP import where the following conditions are met:
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"Incident code" field in PRaP user table is set, but is not null or zero.
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Tenant contains a marker called "Incident".
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"Incident" marker on Learner record is FALSE.
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Cold Referral marker
This will be automatically switched on as part of the PRaP import where the following conditions are met:
- A Learner record is created via the PRaP import function.
- A marker with the name "Cold Referral" exists in the tenant.
The "Cold Referral" marker for the participant record is automatically updated where the PRaP import function creates a participant record. It is not updated if the PRaP import updates an existing learner record.
Where a review is marked as not completed
When a review is marked as not completed, a marker will be automatically switched on where the following conditions are met:
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A Component with the "Component Type" = "Review".
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"Review type" = [Review type where switch on marker is enabled] is set to a status of "Not Completed".
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Configure markers for review types
As a Programme Manager, you can configure which marker should be switched on for a particular review type when it is marked as "Not completed".
Navigate to the Programme Builder, go to the Review token.
Select the Review types tab.
Use the dropdown list under each Review Type listed.
Select from the dropdown list: Set marker when not completed. The dropdown list includes all the markers configured for your tenant.