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Update one person's education

Open a person's whole education page to record courses, units, certificates, visits and who works with them.

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.

For managers and admins. Anyone else who opens the address is taken to the Courses part of the record.

Steps

  1. On Courses & awards, press Update on the person's row. Their page opens, often as a pop-up.
  2. Read the top strip: courses under way, units this year, certificates, Functional Skills, attendance and engagement for six weeks, and the last visit.
  3. Under Staff on courses, check who works on each course.
  4. Update AQA units, Functional Skills, Junior Duke and other courses as work moves on.
  5. Look at Evidence waiting to be checked and check anything ready.
  6. Press Record a visit after an observation visit.
  7. Close the page. The board behind it is already up to date.

If it goes wrong

  • If a section says it could not be loaded, close the page and open it again.
  • If someone listed is no longer active, they are marked so. Replace them under Staff on courses.
  • If you meant to change the learning plan, use How they learn best on this page.

How it links together

These panels are the same ones as in the record's Courses tab. A change here is the same change there. It also moves the numbers on Courses & awards and the claims.

One change, three placesThe record, the board and the claims all read the same unit.
  1. Update hereA unit, visit or note
  2. The recordCourses tab matches
  3. The boardOverview and tabs
  4. ClaimsCounted for AQA

The sections

  • AQA units, with their stage and certificate.
  • Functional Skills, with the starting level and current level.
  • Junior Duke challenges and certificates.
  • Other courses and programmes with milestones and evidence.
  • Certificates by half term.

Who works on each course

Each course can have staff attached. They see their own units to work on and certificates to give. Someone who is no longer active is labelled as such.

Visits

Record a visit logs an observation visit. The overview uses the date to flag people with no visit this half term.

Learning style

How they learn best is taken from the learning plan. Editing it here edits it there.

Questions people ask

Is this the same as the record's Courses tab?

Yes. They use the same panels, so a change in one shows in the other.

Why does it open as a pop-up?

Pressing Update on the overview opens it over the board. A direct link shows it as a page.

How do I record an observation visit?

Press Record a visit and add the date and what you saw.

Who can see this page?

Managers and admins. Other roles go to the Courses part of the record.

Where do I check evidence a mentor sent?

Under Evidence waiting to be checked. Anything ready is listed there.

Does a change here reach AQA claims?

Yes. A unit at the evidence checked stage can go into a claim on the AQA claims tab.