This article documents functionality that is still in development and will be released at a future date.

Overview

You can create a review if you have the Advanced Delivery Management - Add role. Creating a review creates a corresponding activity in the learning plan.

Creating a review

Click Reviews on the learner navigation menu of your learner's record. 

You can also navigate directly from the Learner management screen, by selecting Reviews from the View column dropdown. 

To add a review, click Create Review.

You will see the Create Review screen.

Fill in the fields to create your review.

Review name

Specify a name for the review

Programme

Select the programme from the dropdown list. populated by?

Review type

Specify the review type from the dropdown list. The dropdown list shows only those reviews that are in that programme.

You can select from the following options:

• Initial review
• Progress review
• Gateway reviews

Is this a Mandatory Activity?

Specify if this activity is mandatory? option available where mandation.. 

Completion Mode

This field allows you to determine how the activity status is updated. You can choose from two options:

• When `All evidence is accepted`:  Activities are completed when all required evidence has been marked as accepted by the Tutor.  The system automates status updates based on the requirement for that activity. (default)
• When `Tutor decides`: The Tutor can manually control the activity status.  This includes starting, continuing and completing the activity.  Please note that if evidence is set to be required this will still have to be provided before the Tutor can set the activity to complete.

Instructions

Instructions that the leaner will see when looking at the review.

Evidence Required

Tick the “Evidence required” box if the review requires evidence to be provided and marked in order for this review to be completed. Defaults to 1 (checked).

Complete By*

You can specify the time before which they expect the review to be completed by the learner. Specifying this field will place the review in the correct chronological order on the learning plan.

You can choose to specify the complete by time by month, week, day or date. You can also select the No Set date option.

If you choose a date, the activity must be completed before that date.

If you specify a month, the review must be completed within those many months from the start date of the program. For example, if you enter 1, the review must be completed within 1 month from the start of the program. 

If you specify a week, the review must be completed within those many weeks from the start date of the program. For example, if you enter 1, the review must be completed within 1 week from the start of the program. 

If you specify a day, the review must be completed within those many days from the start date of the program. For example, if you enter 10, the review must be completed within 10 days from the start of the program. 

Reviewer

Specify the reviewer. dropdown lists who?

Upload file

These are any attachments that the learner needs to be given access to as part of the review.

Schedule Review now

If you Tick the Schedule Review now checkbox, you will be presented with additional fields.

You must specify a Review date. You can either specify the time of the review, or select the All day checkbox in case of an all-day review.

You can create as task for the tutor or for both the learner and the tutor.

Tick the Use Zoom checkbox if you want the ability to create a zoom meeting directly from the meeting.

In the Description box, you can enter text that describes the task.

After filling in the review details, click Create.