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Sub Menu || Activity Plan || Adviser Caseload / Profile || Adviser Logs || Adviser Referral || Adviser Reviews and Reports || APIR || Barriers || IAS || Me || Moving On Plan || Notes || Profile || Programme Plan || Review || Views |E2E Passport - Tools - Adviser Reviews and Reports
Adviser Reviews and Reports
Reviews lists learners in the order in which their next Review is due(1). Choosing to view a particular learner’s reviews will take you to their Review History from where any of their Reviews can be accessed (2).
See Information Sheet 13 for more information.
Reports does a similar job. Again learners are listed, but this time in order of most recent Passport activity(3). A choice of three Reports is listed next to each learner. These are described below.
Why Use Them?
The Review Summary is particularly useful as the top of the list will always feature the most urgent Review, even highlighting in red if a Review is overdue. Reports enable an adviser to assess current status of the learner on a number of levels.
General Features
All Reviews and Reports have Print options.
Reviews and Reports are presented in a read-only format.
Reports Features
- Summary: summarises Profile, Me, Views, Barriers - these are the tools drawn from ProgressMap and mainly fall into the initial assessment category.
- APIR provides the wheel or linear output from the APIR Toolkit. Although this tool is used exclusively by Connexions Personal Advisers, the output is useful to E2E Providers key workers.
- Programme Plan puts the current Programme Plan on the screen.