Progress Reviews

FAQs for Adopting the New Progress Review Workflow

Description. This article provides answers to questions you may have when exploring the adoption of Apprenticeship Management's Progress Reviews. Required module. ePortfolio Education - Microsoft Tea…

Mark Murphy
Updated by Mark Murphy

Before a Review - Booking a New Review

Description. This workflow allows Assessors to book new Reviews in Apprenticeship Management. Required module. ePortfolio Education - Microsoft Teams (Optional - Administrators will have needed to co…

Mark Murphy
Updated by Mark Murphy

Before a Review - Viewing Booked Reviews

Description. This workflow allows users to view Reviews booked in Apprenticeship Management. Required module. ePortfolio Type of user. Assessors. Learners. Employers. Features. Assessors and Employer…

Mark Murphy
Updated by Mark Murphy

Before a Review - Cancelling a Booked Review

Description. This workflow allows Assessors to cancel a booked progress review. Required module. ePortfolio Education - Microsoft Teams (Optional - Administrators will have needed to configure the te…

Mark Murphy
Updated by Mark Murphy

Before a Review - Checking Progress Since the Last Review

Description. This workflow allows users to check the state-of-play since the previous review. Required module. ePortfolio Type of user. Assessors. Learners. Employers. Features. When preparing for a…

Mark Murphy
Updated by Mark Murphy

During a Review - Capturing Review Notes

Description. This workflow allows Assessors to capture the discussion points of a review in notes. Required module. ePortfolio Type of user. Assessors. Features. When an Assessor is within a review r…

Mark Murphy
Updated by Mark Murphy

During a Review - Capturing Follow-Up Tasks

Description. This workflow allows Assessors to capture Tasks discussed within a review that the Learner must complete. Required module. ePortfolio Type of user. Assessors. Features. During the review…

Mark Murphy
Updated by Mark Murphy

During a Review - Attachments

Description. This workflow allows Assessors, Learners and Employers to add and download attachments against a review record. Required module. ePortfolio Type of user. Assessors. Learners. Employers.…

Mark Murphy
Updated by Mark Murphy

After a Review - Capturing the Overall Review Summary

Description. This workflow allows the Assessor to provide a written summary for the review discussion. Required module. ePortfolio Type of user. Assessors. Features. Once a review discussion has comp…

Mark Murphy
Updated by Mark Murphy

After a Review - Locking the Review

Description. This workflow allows Assessors to lock a review to prevent further editing, and to allow signatures to be captured. Required module. ePortfolio Type of user. Assessors. Features. When th…

Mark Murphy
Updated by Mark Murphy

After a Review - Capturing & Tracking Signatures

Description. This workflow allows Assessors, Learners and Employers to add their signatures to a locked review record. Required module. ePortfolio Type of user. Assessors. Learners. Employers. Featur…

Mark Murphy
Updated by Mark Murphy

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 de…

Mark Murphy
Updated by Mark Murphy

After a Review - Admin Progress Review Report

Description. This workflow allows Admins to export a report containing all review data from Apprenticeship Management Required module. ePortfolio Type of user. Administrator. Features. Administrator…

Mark Murphy
Updated by Mark Murphy

Coming Soon... Progress Reviews

Description. This article provides an overview for features coming soon to Progress Reviews Required module. ePortfolio Education - Microsoft Teams (Optional - Administrators will have needed to conf…

Mark Murphy
Updated by Mark Murphy

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