Editing Learner Reviews in PICSWeb

Selecting Actions > Edit from the top-right corner in a Review Summary will open a window where you can edit certain fields. 

The following fields are available to edit:

• Proposed Date – Selecting this field will open a calendar date selector.

• Proposed Time

• Attended Value – Once the review has passed, you can specify whether the learner attended or what type of absence theirs was.

• Actual Date – This is the date that the review actually happened, as opposed to the date that had been proposed for it. Selecting this field will open a calendar date selector.

• Adjust Future Dates – If the Actual Date is different to the Proposed Date, you can tick this option to adjust the Proposed Dates of all future reviews to preserve the original gap between reviews.

• Reviewer – This is the staff member responsible for the review. This field contains a drop-down menu of Officers to link. A search bar is available at the top of the menu.

• Mentor – This is the staff member linked as the learner's mentor. This field contains a drop-down menu of Officers to link. A search bar is available at the top of the menu.

• Progress Notes

• Actions/Targets Notes

• Mentor's Comments

• Qualification/Milestone Notes

• Learner's Comments

• Learner Safe Notes

• Learner Needs Notes

• Learner Support Notes

• Health and Safety Notes

• Employer Feedback

• Equality and Diversity Notes

Once you have finished, the following options are available:

• Save – This will save the changes you have made and return you to the review list or summary.

• Save and Clone New – This will save the changes you have made and open a new window where you can Clone the Review.

• Cancel – This will discard the changes you have made.

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