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Schedule a Review

  User Roles

This feature can be used by the following user roles:

  • Centre Manager
  • Assessor

Reviews can be scheduled by following the steps below:

  1. Open the learners portfolio
  2. Click the Reviews icon in the Information & Options section 
  3. Select Start/ End Date from calendar
  4. Add Start/ End time from time options
  5. Select visit type Remote session or Face to Face visit
    1. Enter a Location for Face to face visits
  6. Select Assessor who will be completing the review
  7. Click Schedule 

Reviews can also be scheduled from MIS systems, like PICS and YETI, or if your system uses our API to schedule reviews.

Unable to see Review icon?

If you are unable to view the leaner's Review icon within their portfolio, this could be because they don't have any Learning aims/ units saved or that the learner may not have been made reviewable. Assessors without permissions to manage learner accounts will need to contact a Centre Manager. Learners can be made reviewable on the learner's

Terminology

Please note that the terminology used in this article may be different depending on your Centre.





T
Tracy is the author of this solution article.

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