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The Reviews tab in the Learner Delivery Plan shows any Reviews that have been recorded or scheduled for the learner. For each review in the list, the following details are shown:

  • Type
  • Proposed date
  • Proposed Time
  • Attended
  • Actual date

Filtering the Review List

The options filter by Type and Number of Records are available from above the list. Once you have entered the necessary details, press Enter or select the  icon to run the search and apply your filters.

Exporting the Review List

Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Review Actions

The following actions are available from the Reviews tab:

  • Create Review – Selecting this will open a window where you can Add a New Review for the learner.
  • Summary – Selecting ... > Summary by a review in the list will open the corresponding Review Summary.
  • Edit – Selecting ... > Edit by a review in the list will open the Edit Review window.
  • Delete – Selecting ... > Delete by a review in the list will delete it from the learner record. You will be prompted to confirm before the record is deleted.

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