Review Summary in PICSWeb Portfolio for Employers
This guidance is for employer representatives using PICSWeb Portfolio. As this system can be customised by the training provider, you may not have access to all of the areas described in this help. Please ask the training provider if you are experiencing any issues with the system.
Selecting … > Summary by a Review will open the summary page for that review.
The following details for the review are shown in the details box:
Type
Proposed date
Attended value and date
Reviewer
Progress at Previous Review – Selecting the eye icon will take you to the review summary for the previous review.
Progress for this Review
Progress Change Since Previous Review
Learner Signed Status – If a signature has been requested from the learner for this review, you can see here whether they have signed off on it yet.
The rest of the information is divided into the four tabs explained below.
Notes
This tab shows all the notes that were recorded during the review, divided into categories.
Actions
This tab shows all the Review Actions that have been agreed on as a result of the review.
For each action in the list, the following details are shown:
By – This is who has agreed to do the action.
Officer – This is the training provider member of staff responsible.
Type
Action
Due date
Done date – If the action has not yet been completed, this column will be back.
Score
Filtering the Action List
The following options are available to control what information is shown in the tab. Once you have made any changes, select the Search icon to refresh the list.
Action/Notes – Here you can search for a specific action by the Action description or any additional Notes.
100 Records – This drop-down menu allows you to choose how many actions are displayed in the page.
The More option shows the following additional filters:
By
Type
Officer
Exporting the Action List
If you want to save a copy of this list, select More > Export to Excel to save a spreadsheet version of the list to your device.
Files
The Files tab shows any files that have been uploaded against the review.
For each file in the list, the following details are shown:
Filename
Description
Created date and time
Download – Select this to save a copy of the file to your device.
Filtering the File List
The following options are available to control what information is shown in the tab. Once you have made any changes, select the Search icon to refresh the list.
Description/Filename – Here you can search for a file with a specific Description or Filename.
100 Records – This drop-down menu allows you to choose how many files are displayed in the page.
Exporting the File List
If you want to save a copy of this list, select More > Export to Excel to save a spreadsheet version of the list to your device.
Signatures
This tab shows any signatures that have been requested or completed for the review. If an hourglass icon is by your signature in the Completed column, you can select … > Preview to Provide a Signature.
For each signature, the following details are shown:
User
Requested date and time
Completed
Exporting the Signature List
If you want to save a copy of this list, select More > Export to Excel to save a spreadsheet version of the list to your device.
Messages and Log
This tab shows any Messages and other notifications relating to the evidence. For each message, the sender and date and time of sending are shown.
You can Reply to specific messages here or send a new one by selecting New Message.
In the New Message window, you can choose who the message is To, enter the Subject and Message, and attach a file if necessary. Select Send to send the message. Training provider staff members and learners will be notified by email when they receive a message.