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You can use Review Profiles in PICSWeb List and Type Configuration to automatically apply a custom schedule of reviews to new learners according to their Programme. |
Review List
Review lists are also available for individual learners in the Delivery Plan and Portfolio sections of the learner record.
Selecting Learners > Additional Sections > Reviews from the side menu will open a list of all learner reviews in PICSWeb.
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Learner – Selecting this will take you to the corresponding Learner Summary.
Type
Proposed date and time
Attended Value
Actual date and time
Reviewer – Selecting this will take you to the Officer Summary for the officer responsible for the review.
Learner Signed – If a Learner Signature has been requested for the review, this column will indicate whether the signature has been completed.
You can use the tickboxes by reviews to Bulk Update or bulk delete reviews. You will need to confirm before reviews are deleted.
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Delivery Plan Review List
The Reviews tab in the Learner Delivery Plan lists all recorded and scheduled reviews for a learner's programme. In this tab you can add new reviews and edit existing ones.
For each review in the list, the following details are shown:
Type
Proposed date and time
Attended Value
Actual date and time
Reviewer – Selecting this will take you to the Officer Summary for the officer responsible for the review.
Learner Signed – If a Learner Signature has been requested for the review, this column will indicate whether the signature has been completed.
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Review Actions
Selecting Create Review will open a window where you can Create a New Review. This option is only available in the Reviews tab in the Delivery Plan.
Selecting the … icon by a review in either list will display the following options:
Summary – This will open the corresponding Learner Review Summary.
Edit – This will open a window where you can Edit the Review. You will not be able to edit a review if any Signatures have been requested or completed.
Clone – This will open a window where you can Clone the Review.
Copy Forward – This will open a window where you can schedule future reviews of the same Type as the current review. You can specify the Weekly Gap between these reviews and the date to Repeat Until.
Delete – You will need to confirm before the review is deleted.
Signatures – This shows how many Signatures have been requested and provided.
Audited – This shows the Audit Status of the review.
You can use the tickboxes by reviews to Bulk Update or bulk delete reviews. You will need to confirm before reviews are deleted.
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Reviews in the Learner Calendar
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Summary – Selecting Summary will take you to the corresponding Review Summary page.
Edit – Selecting Summary > Edit will open a window where you can Edit the Review.
Delete – Selecting Summary > Delete will remove the review. You will be prompted to confirm before the review is deleted.
Close – Selecting Close will return you to the Learner Calendar.