Reviews in the PICSWeb Learner Delivery Plan

The Reviews tab in the Learner Delivery Plan shows any Reviews that have been recorded or scheduled for the learner. If you are using Review Profiles, then the reviews scheduled here will have been automatically added to the learner according to their Programme.

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.

  • 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.

Filtering the Review List

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

  • Type

  • Attended

  • Reviewer

  • Number of records displayed

Along with these, additional fields can be added by selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:

  • Proposed Date

  • Actual Date

  • Audit Status

Exporting the Review List

Selecting More also 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.