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Read the team audit and spot who needs support

See how every colleague is doing on planning, notes, evidence and attendance, and who needs help first.

Checked against the screens:

Every organisation can choose its own words for the people and roles it works with. When you are signed in, this guide uses your organisation’s words. Otherwise it uses the product’s own.

The team at a glance: how the audit page is laid out.

For managers and admins. Anyone else is sent back to the home page. The audit is for support, not for punishment.

Steps

  1. Open the audit page. It shows every mentor in your reach.
  2. Choose the period: By half-term, By academic year, By week or a custom range of dates.
  3. Read the headline figures: Planning on time, Notes on the day, Accepted first time, Evidence and Attendance.
  4. Check the bands: on target is 90 percent or more, close is 75 percent, and below needs support.
  5. Narrow the list with the filter, for example Needs support or Notes missing.
  6. Switch to Team grid to see everyone on one screen.
  7. Press Export shown to save the view you are looking at.
  8. Open a person to see their detail.

If it goes wrong

  • If the page says the audit could not be loaded, reload. It is not saying everyone is on target.
  • Figures marked early data have too little behind them for a conclusion. Do not act on them alone.
  • If the area list could not be loaded, reload before treating the view as all areas.
  • If a figure looks wrong, open the person and check the sessions behind it.

How it links together

Figures come from planning, write-ups, evidence and attendance. They change as people do their work. Nothing here edits those records. Opening a person leads to the detail guide, and the observation guide covers the Development tab.

From write-up to audit figureThe audit counts what staff already do in the system.
  1. Plans and visitsPlanned and run
  2. Write-upsSent and signed
  3. Audit figuresPer person
  4. You readFilter and compare
  5. DetailNext guide

What the figures mean

  • Planning on time is how many plans were sent before the visit.
  • Notes on the day is how many write-ups were sent on the day.
  • Accepted first time is how many were counter-signed without being sent back.
  • Evidence is how many have evidence attached.
  • Attendance is, of those that counted, how many went ahead.

Sent back and waiting

Sent back counts write-ups returned to the mentor. Waiting counts those still waiting to come back. A pile of these may mean unclear guidance, not a weak mentor.

Form

Form compares the last three weeks with the period shown. It needs enough data on all four measures in both periods. An up arrow means up five points or more, a down arrow down five or more.

Filters and order

The filters show people with figures unusual enough to check, such as no evidence on a run of write-ups or notes mostly late. Order the list by need, name, or any single measure.

Cards and grid

Cards show the detail for each person. The grid shows the whole team. Open a person from either to see their audit.

Audit settings

At the bottom is a setting for whether mentors can see their own progress. Managers and admins can change it.

Use it fairly

Look at the reasons behind a figure. A late note may follow a hard day. Talk to the person before drawing a conclusion.

Questions people ask

Who can open the audit?

Managers and admins. Anyone else is returned to the home page.

What does needs support mean?

A person whose figures are below 75 percent on the measures the audit uses.

What is early data?

A figure with too little behind it. The audit does not use it for a conclusion yet.

Can I see the whole team at once?

Yes. Choose Team grid to see every person and measure on one screen.

Can I export it?

Yes. Export shown saves the view with your current filters and period.

Do mentors see their own audit?

Only if the audit setting at the bottom allows it.

Why is the list empty?

Your filters may be too narrow, or the audit could not load. Clear the filters and reload.