Trackers allow you to document and internally manage cases for your particpant's ILRs, compliance or other aspect of the participant journey. A tracker can be created for a participant and you can choose to allocate queries, checks or actions to other administrators (via a notification), or for yourself.
As a work coach, you can use the trackers functionality to view and manage trackers relevant to your participants. You can create and manage trackers for a participant from the tutor console or from Aptem classic. This guidance is intended for users using the tutor console.
On the menu to the left of your screen, click Trackers.
The Trackers screen
On the Trackers screen, you can view a list of trackers arranged in a grid.
The trackers details are displayed in the following columns:
- Learner / Programme
- Created By
- Created Date
- Assigned To: this displays who the tracker is assigned to
- Type: this displays the tracker type
- Status: this displays the status of the tracker
- Actions: this displays an options icon ⋮ with options to edit the tracker
You can see a maximum of 10 items per screen, the most recently created ones listed first. To view older items, use the pagination controls at the bottom of the screen.
Enter the learner name or the ULN to search for a learner.
To sort the trackers, click on the header row of the column you wish to sort them by.
You can use the Groups quick filter.
Click Groups, and select the groups that you want to view trackers for. You can expand the groups before you make your selection.
To use the detailed filtering options, click Filters.
You can see the various filters on the right pane. For most fields, you can select one or multiple entries from the dropdown. You can filter the list of trackers by:
- Programme Status
- FIlter by Date: You can search by the start date, the practical period date, or the end date. If you make a selection, you will be prompted to specify the date range.
- Created Date
- Assigned to
- Status: This refers to the status of the tracker.
You can use more than one filter. As you make your selections in the various filter categories, the grid is refreshed, and it shows an updated list of trackers.
Click Done when you have finished making your selections. To reset the filters, click Reset.