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Performance Dashboard - Requires Attention drilldowns

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Faraaz Mohiuddin
  • Updated

Overview

As a Work Coach/Administrator, you can view the drilldowns for items displayed in the Requires attention section in order to view detailed information and to take action where appropriate.

The Performance Dashboard drilldowns are available to work coaches/administrators with the Assessor or Trainee Assessor role.

 

Requires Attention drilldowns

On the Performance Dashboard, the Requires Attention card has many possible items, clicking on an item will take you to the relevant section in Aptem. Depending on your role and tenant settings, you will see some of the following items in this section:

 

Activities Overdue

When you click Activities Overdue, you will see a grid showing the participants who have overdue activities. In cases where the overdue activities for that participant span more than one case owner, they are displayed as separate entries on the grid.

The grid has the following columns: 

  • Learner/Programme

  • End Date - Programme End Date

  • Work Coach - Case Owner Name for the activities

  • Overdue Activities - Number of overdue activities

  • Requires Marking - Number of activities overdue that are awaiting marking

  • Employer

  • RAG Status 

  • Learning Plan Progress

 

Tutor_CD-Requires_Attention__Activities_Overdue-01.png

You can use the participant name search box above the grid - type in 3 letters or more to search for a particular participant.

The activities are displayed by Date order of activities overdue, with the oldest displayed first. To sort the items, click on the header row of the column you wish to sort them by. You can sort by:

  • Learner/Programme - alphabetically arranged based on participant's name

  • End Date - oldest to newest

  • Work Coach - alphabetically arranged

  • Overdue Activities - Highest to lowest

  • Requires Marking - Highest to lowest

  • Employer - alphabetically arranged

  • RAG Status - orders by Red, Amber, Green, No status

  • Learning Plan Progress - Highest to lowest

When you click a row in the grid, the learner plan view is displayed - it is filtered to show the overdue items. Click the 'Back' button to return to the grid.

 

Requires Marking

When you click Requires Marking, you will see a grid showing the evidences that require marking. The grid has the following columns: 

  • Learner Name/Programme

  • Activity Owner Name

  • Activity Name

  • Evidence File or Note Name

  • Activity Due Date

  • Number of Days Since Evidence was Submitted

mceclip0.png

You can use the participant name search box above the grid - type in 3 letters or more to search for a particular participant.

The grid is ordered by the Number of days since evidence was submitted column by default. To sort the records, click on the header row of any of the following columns:
  • Learner Name/Programme
  • Activity Owner Name
  • Activity Name
  • Evidence File or Note Name
  • Activity Due Date
  • Number of Days Since Evidence was Submitted

When you click on the Evidence File/Note Name in the grid, the Mark Evidence screen is displayed - it is filtered to show the evidences that require marking, with the oldest listed first. Click the 'Back' button to return to the grid.

When you click on the Learner Name/programme in the grid, the participant's dashboard is displayed. Click the 'Back' button to return to the grid.

 

Feedback Received

*Only applicable to a Trainee Tutor.

If you are a Trainee Tutor, and you have received feedback from an experienced tutor or a Quality Assurer, you can find it here.

When you click Feedback Received, you will see a grid showing the evidences that have received feedback from a Trainee Tutor or an IQA. The grid has the following columns: 

  • Learner Name/Programme

  • Activity Name

  • Activity owner Name

  • Feedback Date

  • Evidence File or Note Name

  • Number of days since feedback

mceclip1.png

You can use the participant name search box above the grid - type in 3 letters or more to search for a particular participant.

The grid is ordered by the Number of days since feedback column by default. To sort the items, click on the header row of the column you wish to sort them by. You can sort by:

  • Learner/Programme

  • Activity Name

  • Activity Owner Name 

  • Feedback Date

  • Evidence File or Note Name 

  • Number of Days Since Feedback

When you click on the Evidence File/Note Name in the grid, the Evidence screen is displayed - it is filtered to show the evidences with feedback, with the oldest listed first. Click the 'Back' button to return to the grid.

When you click on the Learner Name/programme in the grid, the participant's dashboard is displayed. Click the 'Back' button to return to the grid.

 

Open Trackers

When you click Open Trackers, you will see a grid showing the open trackers that you can action. The grid has the following columns: 

  • Learner Name/Programme

  • Programme Status (of the participants)

  • Tracker 'Author'

  • Tracker 'Assignee'

  • Tracker Type

  • Tracker Status

mceclip2.png

You can use the participant name search box above the grid - type in 3 letters or more to search for a particular participant.

The grid is ordered by the Tracker Status column by default - it lists trackers with a 'New' status first, followed by the other statuses arranged alphabetically.

To sort the items, click on the header row of the column you wish to sort them by. You can sort by:

  • Learner/Programme

  • Programme Status

  • Tracker Author

  • Tracker Assignee

  • Tracker Type

  • Tracker Status

When you click on a row in the grid, the Tracker is displayed in edit view. You can process the tracker and click the 'Back' button to return to the grid.

 

Signatures Required

When you click Signatures Required, you will see a grid showing a list of the documents that require your signature. When you click on a row in the grid, the Signatures Screen is displayed. You can complete the signatures, and click the 'Back' button to return to the grid.

You can use the participant name search box above the grid - type in 3 letters or more to search for a particular participant.

 

Notes

  • In the default view, Administrators/Tutors viewing the performance dashboard will see metrics only for those learners who are on a delivery programme. In addition, learners with the following programme status will be excluded:

      • Non starter
      • Early leaver
      • Not eligible
      • Completed
      • Withdrawn
      • Withdrawn (w/o funding)
      • Imported

 

Filtering

You can set filters to limit the view by programmes/ participants or any other available filters. The option to filter is available to you at all times, even within the drilldowns. When you drill down into a particular item, these filters will be visible on the top of your screen.

Quick Filters

You can use the two quick filters: Programmes and My Learners to narrow down your dashboard/results.

Click the Programmes quick filter to set/reset the Programmes multi-select filter.

Tutor__00-10.1-Caseload_Dashboard_-_Multi-Select_Quick_Filters.png

  • 'Programme' Quick Filter: This quick filter shows a list of all the programmes and sub-programmes that the learners in the dashboard are applied to. Multi-selection is possible and contains a selection of 'All Programmes' at the top.

  • 'Learners' Quick Filter allows for the selection of:

    • 'My leaners: Shows the learners for whom you are the designated Tutor. 

    • Secondary learners: Shows learners for whom you are an activity owner. You must be the activity owner for at least one activity in the learner`s learning plan in order for the learner to appear in this list.

    • All learners: Shows all learners that you have access to in the group structure. This option will only show if you have permission to view all learners within the group.

The options visible to you are limited by your role and access level. For example, the option to select All Learners in the Learners dropdown will only be visible if you have the View All Learners role.

 

Tutor__00-10.3-Caseload_Dashboard_-_Learners_Quick_Filters.png

Detailed Filters

Click the Filters option on the top. A Filters pane is displayed on the right of your screen. Here, you can filter by Programme, Learners, Groups, Work Coach, Employer Group, and Employer.

Tutor_CD-Requires_Attention__Activities_Overdue-05.png

Except for Learners, each of these filtering options offers you a multi-select list. The options visible to you are limited by your role and access level. For example, the option to select All Learners in the Learners dropdown will only be visible if you have the View All Learners role.

  • The Group and Employer Group filters, subject to group permissions, allows for the selection of multiple groups.

  • The Employer filter allows for the selection of one or more employer organisations. 

  • The Primary Work Coach filter, subject to group permissions, allows for the selection of one or more Work Coaches (Case owners).

Make your selections and click Done. The revised dashboard will be displayed.

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