The Profiles tab in the Reviews section of Lists and Types Configuration is where you can set up and maintain the blocks of reviews that are used to profile a review schedule for your learners.

When a New Learner is created, any blocks linked to the Programme that they are enrolled on will be automatically scheduled for that learner. These scheduled reviews can then be viewed in the Reviews tab in their Delivery Plan.

For each block, the following details are shown:

• Programme – This is the type of programme that uses the block. Each programme can be linked to multiple blocks to allow for a full profile to be built.

• Review Type – This is the type of review that the block schedules.

• Block – This is a description of how frequently reviews are scheduled in each block.

Open

Filtering the List

Open

The option to search by Review Type and Programme and filter by Number of Records shown are available by default 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.

Exporting the 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.

Creating a New Profile Block

Selecting Create will open a window where you can enter the following details for the new block: 

• Review Type – This is the type of review that will be scheduled for the learner.

• Programme – The block will only be available for learners enrolled on the programme specified here.

• Create Reviews Every – Here you can specify how frequently reviews are scheduled in the block. This is done by choosing both the frequency of reviews and the unit of time (day, week or month) that the frequency refers to.

• Schedule Until Final Day – If this is ticked, the amount of reviews in the block will be calculated to cover the start date of the block until the final day of the learner’s programme. If unticked, you can specify the duration of the block using the Total Reviews field explained below.

• Include Final Day – This option will be available if Schedule Until Final Day is ticked. If this is ticked, when the block is scheduled to cover the final day of the learner’s programme a review will still be scheduled if applicable.

• Total Reviews – This option will be available if Schedule Until Final Day is unticked. Here you can specify how many reviews to schedule in the block. The overall duration of the block is therefore calculated by multiplying the Create Reviews Every duration by the Total Reviews number.

Once you have finished, select Save to add the new block or Cancel to discard it. 

If you have added a block for a Programme and Review Type that already has a block linked, the new block will be named Block #2 and will be scheduled once Block #1 has been completed. Subsequent blocks for the same Programme and Review types will be set as blocks #3, #4 and so on.

Profile Block Actions

The following actions are also available from the profiles tab:

• Edit – Selecting ... > Edit by a block in the list will open a window where you can edit the Description and Status. Once you have made any changes, select Save to confirm them.

• Delete – Selecting ... > Delete by a block in the list will delete it. You will be asked to confirm before you delete the record.