By – This indicates whether the action is for the Learner, Main Officer or Reviewer (the officer responsible for the review) to take.
Officer – This is the officer that recorded the action. Selecting this will take you to the corresponding Officer Summary.
Type – These are user-defined values used to categorise review actions
Score – Here you can assign a score value to the action to indicate how important it is. This number is for labelling use only and does not affect any other data in the system.
Filtering the Action List
The options to search the action list by Action/Notes and filter by Number of Records 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.
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:
Exporting the Action List
Selecting More alsoshows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
Editing Review Actions
Selecting … > Edit by a review will open a window where you can edit the following details:
Due Date – Selecting this field will open a calendar date selector.
Done Date – Selecting this field will open a calendar date selector.
Officer – Here you can search the drop-down menu for an Officer to link.
Action – Here you can explain what the action is.
Notes – Here you can record any necessary additional notes.
Score – Here you can assign a numerical score to indicate how important the action is.
Review Action Actions
You cannot add new review actions from this tab. Instead, you will need to open the relevant Review Summary and add a new action in the Actions tab.
Selecting the … icon by an action will show the following options:
Edit – This will open the edit window as explained above.
Delete – You will be prompted to confirm before the review action is deleted.