Reports: Progress Reviews

Introduction

There are three reports covering progress reviews. One showing each learning plan and if they are on track with their 12-weekly tripartite reviews, one showing every review that is missing a signature, and a drill-through report listing every progress review a learner has had (past, present and future).

 

Progress Reviews

This report is limited to Apprenticeships and is focussed on 12-weekly tripartite reviews. It doesn't include reviews solely between the learner and trainer. It is also limited to learning plans which are in progress.

Note: When calculating the date of the last completed tripartite review, we take the most recent date of these three:

  • the last completed (i.e. all signed) tripartite review
  • the learning plan start date
  • the last return from break date

 

Cards

The cards at the top show the following counts:

Reviews awaiting signatures. This is the one measure that includes non-tripartite reviews. It is a count of reviews with a status of Awaiting Signatures. If you click this card, you are taken to the separate Missing Signatures report which shows all reviews awaiting signatures and which signatures are missing.

Note: If you're using the default filters, the counts on this page may not add up to the sum of the counts on the missing signatures report, because the default filters are different on each report.

Signed tripartite reviews in the last 12 weeks. This is a simple count of all Completed reviews from the last 12 weeks.

Learners with overdue tripartite reviews. This is a count of learning plans where a tripartite review was scheduled (in the past) but hasn't been started; plus, the count of learning plans where the next tripartite review is more than 12 weeks since the last one.

Learners who do not have their next review scheduled. This is a count of learning plans which do not have a tripartite review scheduled for a future date. (Regardless of whether this is within the 12-week window).

 

The column and donut charts

Each learning plan is allocated one of three statuses. Counts of these are shown in the graphs.

No Cause for Concern Where the next review is scheduled within 12 weeks of the last review and there are no reviews awaiting signatures.

Outstanding Signatures Where the next review is scheduled within 12 weeks of the last review and there is at least one review awaiting signatures.

Attention Required Any learning plan that does not meet either of the above criteria.

 

Data Table

This has the following fields:

  • ULN
  • Learner
  • Trainer
  • Employer
  • Programme
  • Start Date
  • Date Returned from Break
  • Last Review Date
  • Last Review Status
  • Last Review Employer Rep
  • Next Review Date
  • Next Review Employer Rep

 

Progress Review Missing Signatures

This shows all progress reviews with a status of Awaiting Signatures and who is yet to sign them. Once all attendees have signed and the status has changed to Complete, the review will no longer appear.

Cards

These show a count of reviews awaiting signatures, grouped by how long they have been waiting. This is all reviews, not just tripartite reviews.

 

Data Table

This has the following fields:

  • Days Waiting
  • ULN
  • Learner
  • Trainer
  • Employer
  • Employer Contact
  • Programme Type
  • Status
  • Review Date
  • Signed by Learner
  • Signed by Trainer
  • Signed by Employer - If there wasn't an employer contact at the meeting, this will show as a dash.

 

All Progress Reviews for Learner

This report is accessed by drilling through from the Progress Review report. It is keyed off the ULN. To access the report please right click on the ULN and select drill through. 

Please note if you access via a learner with a duplicate or blank ULN, all matching learners will be displayed.

Top Table

This has details of the learning plans for the learner and has the following fields:

  • ULN
  • Learner
  • Trainer
  • Employer
  • Employer Contact
  • Programme
  • Status
  • Start Date
  • Planned End of Practical Period

 

Bottom Table

This has details of every review for the learning plan. The Trainer and Employer Participants listed were the ones at the time of the review, not necessarily the current people named in the top table.

This has the following fields:

  • Learner
  • Trainer
  • Employer Contact
  • Review Status
  • Scheduled Review Date
  • Actual Review Date
  • Tripartite Review (Yes|No)

 

 

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