Tutors & Assessors

Assessor Menu

  1. Create New Account Student or Employer
  2. Staff if your faculty allows sharing, you can edit other tutor account details, see 6.0 Update Student Account Details as it has similar functions.
  3. Show Archived - change the student list to the accounts that have been archived
  4. Show Employers - change the list to show the employers linked to your students
  5. View other Tutors Students - if your faculty allows sharing, you can select another tutor to view their students.
  6. Text Search - enter the first / last / part of a name
  7. Filter by Employer - select an employer to view all the students linked to them
  8. Student/Employer Count -
  9. Student Card - each of your students is displayed with stats on the entries they have made and qualification progress

When in you log in with an Assessor/Tutor Account it should automatically load the Assessor Menu, otherwise select it from the Side Menu

View Student / Trainee Menu

This page displays all the information and options associated with the student

  1. Students Info
  2. Email / Call buttons
  3. Student Stats
  4. Record of Work
  5. Qualifications
  6. Sign Offs / Site Visits
  7. Create Entry
  8. Update Account Details

View the Student's Log / Record of Work

When viewed on a wider screen like a tablet or computer, the Entry info will change to two columns

Record of Work

The Record of Work displays all completed entries with the ability to filter the list and change the way you view them.

  1. Filter the Categories
  2. Different Views and Exports
  3. Entries List

Filter Options

Making a selection will automatically update the list.

  1. Selecting a Main Category will then display the dropdown for its subcategories, Selecting a Sub Category will then display its Activities.
  2. Selecting a Status from the dropdown will filter the list by status
  3. You can filter the list by entering specific text in the Word Search
  4. Selecting the Show Date Filter Checkbox displays the from and to dates
  5. When the entries are filtered you are able to Select All to,
  6. Mark Selected as 'Assessor Checked' this will update the status of selected entries.
  7. When filtered, each entry will have a checkbox that can be selected/unselected when marking as assessor checked.

Select the Clear Filters button to reset the filter

Display and Export Options

  1. Clear Filter resets the list
  2. Export PDF creates a PDF of the table view using the filters and the displayed entries.
  3. Export CSV creates a CSV file with all or the filtered entries
  4. Default view is the View as List
  5. View as Summary views show the categories with total hours completed, selecting a category will open the subcategories and the activities.
  6. View Table shows the entries with the details in a row

You can use the filter and then swap between list and summary views

PDF Export will not 'print all' you will need to scroll down the list to include them in the PDF

View Activity

Tap an entry to open it

All the entry information and saved images are displayed on this page

  1. Entry information is displayed as view-only, scroll down to the assessor section, Tapping on the image will open it allowing you to download it.
  2. Assessor Notes - Add your notes
  3. Include in Site Visit Report - this will update the entries status to assessor checked
  4. Update - saves your notes and status update
  5. Cancel - Returns to list (recommend you use update so the status is updated)
  6. Edit Entry - full edit functions of the student's entry
  7. Export PDF create a PDF of that entry

Summary View

After selecting View as Summary

  1. Category - select the main to view the Subcategories and then Activities
  2. Total Entries made for the categories and total Hours completed for that category

You can view and select the students entries via the summary pages through to the Activity Detail Page

Table View

After selecting Table View

  1. Filter options just like List View
  2. Clear Filter
  3. Export PDF - create a PDF with a landscape layout
  4. Select All and Mark As Complete just like List View
  5. Entry List - scroll down to view entries, scroll right to view entry details

Selecting an entry will open it

Qualifications

Qualifications Menu

  1. Select Theory or Practical to filter
  2. Status Buttons - Select to filter
  3. Clear Filter - Resets page / Export PDF - provides option to create a PDF with Just the Units/Competencies or to include the Elements/Learning Outcomes (LO)
  4. Unit/Competency Status Graph - Each is represented with the status colour giving you a quick view of your progress, Swipe to see all
  5. List of Units/Competencies and summary info

Unit / Competency Information

  1. Name
  2. Element/LO Status Graph & Unit/Competency Status
  3. Update All - Opens the edit page with the ability to update the status of all Elements/LO's
  4. List of Elements/LO's and Status
  5. Notes - If you have made any notes when updating a status, a selectable accordion 'v' will be displayed
  6. Notes information

Update Elements / Learning Outcomes (LO)

  1. Select the Checkbox to include that Element/LO in the status update
  2. Shows the current Status of the Element/LO
  3. Select All
  4. Status Selector - Select to choose 'In Progress' or 'Completed'
  5. Add a Note to be saved with the status update, these are time/date stamped and cannot be edited
  6. Select Save Trainee Update

When all Elements/LO's are the same status, the Unit/Competency will be updated.

Separate status updates will need to be completed if you want to mark some as In Progress and others as Completed.

Students can mark a status as finished with the Assessor marking as Complete.

Create a Site Visit Booking (start a visit visit record)

Best used on a computer/tablet or in landscape mode - better small screen support is coming

Site Visit Report

Site Visit Report Steps

  1. Select the 'In Progress' site visit at the top of the list
  2. The Report Creator includes Work Entries and Qualification updates completed since the last Site Visit Report date, with an option to search all work entries if needed.
  3. Use the 'Go to the Student's Record of Work' to add more entries by updating their status to Assessor Checked- see Student Log for more details
  4. Use the "Go to The Student's Qualification" to update their qualification
  5. Booking Note is read-only
  6. Last Site Visit Date in read-only

Create an Activity for a Student

  1. Select your Main Category
  2. Select your Sub Category from the list of menu
  3. Select unto 3 Activities (or default 'Completed Activity if your Faculty only uses a two-level WBS)
  4. Select ok to continue, or Cancel to change the main/sub category selection

Create New Account

On the Assessor Menu Page Select 'Create New Account'

On the following page you will select if it is a Student or Employer, and if your faculty has given permission you can create another Tutor/Assessor account

Update Students Account Details

  1. You can edit the student's Username if they are struggling to remember their login or email
  2. Account Status - you can archive a student or convert their account to an employer account
  3. Change their Group
  4. Reassign them to another Tutor
  5. Change the Qualification (if your faculty has multiple qualifications)
  6. Update the First Name
  7. Update the Last Name
  8. Update the Email (this has to be unique)
  9. Update the phone number
  10. Update the Password
  11. Select Save to continue or Cancel to return without saving

Settings

Settings

  1. Select the side menu
  2. Then Select Settings

Resources

  1. Select the side menu
  2. Then Select Resources