Performance Dashboard - Caseload Lifecycle drilldowns

Overview

As a Tutor/Administrator, you can view the drilldowns for items displayed in the Caseload Lifecycle card 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 Lifecycle drilldowns 

On the Performance Dashboard, the Caseload Lifecycle card has many possible statuses: Started in Last 30 Days, Learners on Programme, Within 30 Days of Gateway, in EPA Period, and Past Planned End Date.

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When you click Started in Last 30 Days on the Caseload Lifecycle card, you will see a grid showing the learners who have a programme start date the previous 30 days.

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Similarly, when you click any other item on the card, you will see the relevant grid of learners. You can also use the Lifecycle filters on the drilldown view to navigate across learners who are on different stages of their learner journey.
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Started in Last 30 Days

The grid showing learners who have started in the last 30 Days has the following columns: 

  • Learner/Programme
  • Start Date
  • Onboarding Status
  • Onboarding Completed
  • Components Overdue
  • Requires Marking
  • RAG Status
  • Learning Plan Progress
  • Status

 

Learners on Programme

The grid showing learners who are on programme has the following columns: 

  • Learner/Programme
  • Start Date
  • End Date
  • Tutor
  • Employer
  • Components Overdue
  • Requires Marking
  • RAG Status
  • Learning Plan Progress
  • Status

 

Within 30 Days of Gateway

The grid showing learners who are within 30 days of gateway 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
  • Next Review Date

 

In EPA Period

The grid showing learners who are within in EPA period 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

 

Past Planned End Date

The grid showing learners who are past their planned end date has the following columns: 

  • Learner/Programme
  • Start Date
  • Onboarding Status
  • Onboarding Completed
  • Components Overdue
  • Requires Marking
  • RAG Status
  • Learning Plan Progress
  • Next Planned Review
  • Status

 

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.

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You can see a maximum of 20 items per screen. Use the pagination controls at the bottom of the screen to navigate further. When you click a row in the grid, the learner's learning plan is displayed. Click the 'Back' button to return to the grid.

 

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 by Learning Plan Progress by default. Learners who are furthest behind target on their learning plan progress are displayed first. To sort the learners by a different criteria, click the header row of the column you wish to sort them by.
  • 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
 

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.

  • '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.

 

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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.

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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 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.

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