0.0
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Employer Menu
 
  1. The Employer Menu should open by default the you are logged in as an Employer,
  2. Otherwise open the Side Menu and select it

Your Employees are listed here with there entry stats and Qualification Progress bar.

If an employee isn't showing, speak to their Tutor/Assessor, or have them update their Account Settings to assign you to their account. See the Student - Settings section of the help website
0.2
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View Student / Trainee Menu

Select a Staff / Student to view their content

  1. Record of Work
  2. Qualifications
  3. Site Visit Reports
 
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View a Staff / Students Entries

1.0
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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. Export to PDF or CSV
  3. View as a List, Summary, or Table
  4. Select an Entry to view
1.1
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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. Swipe left on an entry to update the Status to Employer Checked

Select the Clear Filters button to reset the filter
1.2
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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 filter 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 sub categories and the activities.
  6. View Table show 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
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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. Employer Notes - Add your notes
  3. Employer Checked - this will update the entries status to Employer checked
  4. Update - saves your notes and status update or Cancel - Returns to list (recommend you use update so the status is updated)
  5. Export PDF create a PDF of that entry
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Qualifications

2.0
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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

2.1
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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
2.2
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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. Status Selector - Select to choose 'In Progress' or 'Employer Confirmed'
  4. Select Save Trainee Update

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

Seperate 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
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Site Visit Reports

3.1
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Site Visit Reports Menu

  1. In Progress - If the Tutor/Assessor has booked a Site Visit or is Drafting their report it will be In Progress.
  2. Completed - PDF's of the completed Site Visit Reports are listed here.

3.2
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In Progress Reports

  1. Planned Date and Time (or actual when site visit has been completed
  2. Notes from the Assessor/Tutor about the planned Site Visit
  3. Tutor / Assessors contact details if you need change or confirm any details of the planned site visit
  4. The tutor/Assessor has the ability to create a draft PDF of the report for you to view prior to marking the Report as completed

Your employer has the same view and content, once a report is completed it cannot be edited.
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Settings

4.1
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Resources Menu

  1. Your Account Details
  2. Your Tutor/Assessor contact details
  3. Enable Reminders (limited)
  4. Update Details - select to update your info


4.2
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Resources Menu

  1. Change your First Name and Last Name
  2. Update your Email
  3. Add/Update your Phone
  4. Other Languages will be available soon.
  5. Update to save or Cancel to return to the setting page.


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Resources

6.0
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Resources
 
1.     Select the side menu
2.     Then Select Resources
6.1
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Resources Menu

  1. Accordion list, organised by the Main Categories
  2. Select a Category to open and show the URL links to the resources

Resources are created by the Training Provider and linked to the Sub-Categories of your app.