Delivery Staff - Signatures Missing

Mark Murphy Updated by Mark Murphy

Description

This workflow allows delivery staff to view their own outstanding signatures and the signatures that they requested of learners and employers, and chase the recipients to complete the requests.

Required module

  • ePortfolio

Type of user

  • Assessors

Features

  • From the Delivery Staff homepage, The Assessor can select the 'Signatures missing' category to view the signatures missing lists. There are two lists to choose from:

1) My signatures - this list displays all signatures that the Assessor viewing the list needs to complete.

2) Learner/employer's signatures - this list displays the outstanding signatures that learners from the Assessor's caseload needs to complete. It also includes the pending signatures that Employers associated with those learners also need to complete.

  • The count displayed on the homepage in the 'Signatures missing' category is the total signatures across both lists.
  • Selecting the Learner/employer's signatures list will show a row per outstanding signature. Each row will provide context for who needs to sign, what needs signing and when it was requested.
  • If the Assessor only wants to see signatures associated with Progress Reviews, then the 'View review signatures only' toggle can be enabled to filter the list.
  • If the Assessor wishes to nudge a specific signature request to be completed, then the 'Nudge' button in the row will open a draft email to the person who needs to complete the signature.
  • Sometimes, multiple signatures will need to be nudged at once. The Assessor can use the 'Select' button at the top of the list to select a group of rows, or all displayed rows. They can then select the 'Nudge all' button. This will generate system emails to all of the recipients with outstanding signatures asking them to log into the system to complete their signatures.

learner and employer signatures list displayed to an assessor

How did we do?

Delivery Staff - Evidence to Review

Contact