What's New
Apprenticeship Management
Accessibility
Accessibility Statement for Assessment & Learning (bksb) - UK
Accessibility Statement for Assessment & Learning (bksb) - Australia
Accessibility Statement for Apprenticeship Management Suite
Assessment & Learning
ePortfolio
Administrator Settings
To Do Lists
Delivery Staff - Signatures Missing
Delivery Staff - Evidence to Review
Delivery Staff - Off-The-Job to Review
Timelog
Logging Off-The-Job
Editing Off-The-Job
How is Off-The-Job Progress Calculated?
Reviewing Off-The-Job
Deleting Off-The-Job
Evidence
Reviewing Evidence
Deleting Evidence
Uploading Evidence
Uploading a New Version of Evidence
Editing Evidence
Progress Reviews
FAQs for Adopting the New Progress Review Workflow
Before a Review - Booking a New Review
Before a Review - Viewing Booked Reviews
Before a Review - Cancelling a Booked Review
Before a Review - Checking Progress Since the Last Review
During a Review - Capturing Review Notes
During a Review - Capturing Follow-Up Tasks
During a Review - Attachments
After a Review - Capturing the Overall Review Summary
After a Review - Locking the Review
After a Review - Capturing & Tracking Signatures
After a Review - Viewing & Booking the Next Review
After a Review - Admin Progress Review Report
Coming Soon... Progress Reviews
New customer information
Education Analytics
Education Analytics Guides
Data Platform Guides
Data Platform FAQs
Data Platform (Bring Your Own BI/Data Share) - User Licence Assignment Administration
Data Platform (Bring Your Own BI/Data Share) - Connection Options
Data Platform (Bring Your Own BI/Data Share) – How to Connect Microsoft Power BI to OneAdvanced Data Platform
Data Platform (Bring Your Own BI/Data Share) - Connecting Microsoft Excel to Snowflake Using ODBC
Data Platform (Bring Your Own BI/Data Share) - Snowflake ODBC Connector Configuration Guide
Onboarding
Onboarding videos - Learner
Onboarding videos - Assessors & Employers
Onboarding videos - Progress Reviews
ePortfolio Learner UX - Fact sheet
Customer Support
Integrations
- All Categories
- Apprenticeship Management
- ePortfolio
- Progress Reviews
- After a Review - Viewing & Booking the Next Review
After a Review - Viewing & Booking the Next Review
Description
This workflow allows Assessors to book and view the next review.
Required module
ePortfolio
Type of user
- Assessors
Features
- The final section of a review record is for viewing the details of the next review. If a future review has not been booked, then the Assessor has access to the 'Create review' button from within the review record.
- The 'Create review' side-drawer opens with a notice of when the next review is due by. The date displayed in this notice is derived from the 'Default Review Frequency' Master Admin setting in Smart Assessor.
- When a follow-up review has been booked, then the review record will display the date, start and end time, type of review and location of the next review. The 'View' button can be selected to open the following review record without needing to navigate back to the 'Upcoming' list in the 'Reviews' section.
