Overview
As a Tutor/Administrator, you can view the drilldowns for items displayed in the Caseload Summary section in order to view detailed information and to take action where appropriate.
The Performance Dashboard drilldowns are available to tutors/administrators with the Assessor or Trainee Assessor role.
Caseload Summary drilldowns
On the Performance Dashboard, the Caseload Summary card has many possible statuses: Onboarding, Ready to Enrol, Active, On a Break, Entered EPA, and Pending Change of Programme.
When you click Onboarding on the Caseload Summary card, you will see a grid showing the learners who have a programme status of 'Onboarding'.
Similarly, when you click any other programme status, you will see the relevant grid of learners. You can also use the Programme Status filters on the drilldown view to navigate across learners with different programme statuses.
Onboarding programme status
For the Onboarding programme status, the Learners grid displayed has the following columns:
- Learner/Programme
- Start Date
- Onboarding Status
- Onboarding Completed
- Tutor
- Employer
- RAG Status
- Status
The learners in the grid are ordered by Start Date by default.
Ready to enrol status
For the Ready to Enrol programme status, the Learners grid displayed has the following columns:
- Learner/Programme
- Start Date
- Onboarding Status
- Onboarding Completed
- Tutor
- Employer
- RAG Status
- Target Programme: This column is shown only where this feature has been enabled on your tenant
- Status
The learners in the grid are ordered by Start Date by default.
Active status
For the Active programme status, the Learners grid displayed has the following columns:
- Learner/Programme
- Start Date
- End Date
- Tutor
- Employer
- Components Overdue
- Requires Marking
- RAG Status
- Learning Plan Progress
- Status
The learners in the grid are ordered by Learning Plan Progress by default. Learners who are furthest behind target on their learning plan progress are displayed first.
On a Break status
For the On a Break programme status, the Learners grid displayed has the following columns:
- Learner/Programme
- Start Date
- End Date
- Tutor
- RAG Status
- Reason for Break
- Last Learning Date
- Expected Return Date
- Next Review Date
- Learning Plan Progress
- Status
The learners in the grid are ordered by Learning Plan Progress by default. Learners who are furthest behind target on their learning plan progress are displayed first.
Entered EPA status
For the Entered EPA programme status, the Learners grid displayed has the following columns:
- Learner/Programme
- Start Date
- End Date
- Tutor
- Employer
- Components Overdue
- Requires Marking
- RAG Status
- Learning Plan Progress
- EPA Learner ID
- Registration Status
- EPA Status
- Status
The learners in the grid are ordered by Learning Plan Progress by default. Learners who are furthest behind target on their learning plan progress are displayed first.
Pending Change of Programme status
For the Pending Change of Programme programme status, the Learners grid displayed has the following columns:
- Learner/Programme
- Start Date
- End Date
- Tutor
- Components Overdue
- Requires Marking
- RAG Status
- Learning Plan Progress
- Withdrawal Date
- Intended Programme
- Intended Programme Start Date
- Status
The learners in the grid are ordered by Withdrawal date by default.
If you are using a tablet or a mobile device, all the above-mentioned columns will not be visible on the default view. But you can expand any item on the grid to see the detailed view.
You can see a maximum of 10 items per screen. Use the pagination controls at the bottom of the screen to navigate further.
Notes
- The Start Date and End Date columns refer to the Programme Start Date and the Programme End Date.
- The RAG status column is displayed only if your organisation uses RAG statuses. If you hover over a learner's RAG Status, you will see the date on which the RAG status was last updated.
- With regard to the Learning Plan Progress column, if you hover over a learner's learning plan progress, you can see the 'Current' and 'Target' percentages, and the variance between the two.
- The learners in the grid are ordered according the criteria mentioned above. To sort the learners by a different criteria, click the header row of the column you wish to sort them by.
- When you click a row in the grid, the Programme Details tab on the learner's profile is displayed. Click the 'Back' button to return to the grid.
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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:
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- Non starter
- Early leaver
- Not eligible
- Completed
- Withdrawn
- Withdrawn (w/o funding)
- Imported
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Search for a learner in the grid
You can use the learner name search box above the grid - type in 3 letters or more to search for a particular learner.
Filtering
You can set filters to limit the view by programmes/ learners 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.
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'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.
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'Learners' Quick Filter allows for the selection of:
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'My leaners: Shows the learners for whom you are the designated Tutor.
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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.
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, Employer Group, and Employer, Primary Tutor and Status.
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.
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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.
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The Primary Tutor filter, subject to group permissions, allows for the selection of one or more Tutors (Case owners).
Make your selections and click Done. The revised dashboard will be displayed.