Assessor Caseload Summary Report

The Assessor Caseload Summary report shows an overview of each assessor's caseload of learners.

Parameters

• Start / End date - This filters the data between the two dates. They default to show the contract year to date.
• Assessor centre - This filters assessors by the selected centres. All centres are selected by default.
• Exclude obsolete assessors - If set to Yes, this will exclude obsolete assessors from the Assessor parameter and from the report results.
• Assessor - This filters by the selected assessors. All assessors are selected by default.
• Only include live learners - When set to No (default), both live and terminated learners will be included in the results. When set to Yes, only live learners will be included in the results.
• Specify H&S visit type - This allows you to specify which visit type should be used for health and safety visits. The default of N/A will not count any health and safety visits. The default visit type for this can be set via a system config (see Visit Type Defaults for H&S and Liability).
• Specify employer liability visit type - This allows you to specify which visit type should be used for employer liability visits. The default of N/A will not count any employer liability visits. The default visit type for this can be set via a system config (see Visit Type Defaults for H&S and Liability).
• Show reviews/checks due after/before - This filters reviews and H&S/liability checks between the two dates.
• Assessor type - This filters by the selected types of learner-assessor relationship. The 'Assessor' type is selected by default.

Layout

The report shows a list of assessors on the left with learner counts for each of the following categories:

All categories only include learners who are/were in learning at any point between the date parameters.

• Active caseload - This shows the number of learners who are currently active with the assessor.
• Suspended Learners - This shows the number of learners in the caseload who are currently suspended.
• Unfunded Learners - This shows the number of learners who are currently in learning and have gone past their planned end date / funding allocation.
• Overdue Activities - For Welsh learners, this shows the number of overdue activities (please note that this counts the activities, not the number of learners with overdue activities).
• Starts - This shows the number of learners in the caseload who started between the date parameters.
• Leavers - This shows the number of learners in the caseload who ended learning between the date parameters.
• Early Leavers - This shows the number of learners in the caseload who ended learning between the date parameters without a framework achievement. Specifically, the report checks for a programme Outcome of 3 (no achievement) for English learners and an LP41 Reason for Termination of 02 (Failure) for Welsh learners.
• Framework Achievers - This shows the number of learners in the caseload who ended learning between the date parameters and have a framework achievement. Specifically the report checks for a programme Outcome of 1 (Achieved) for English learners and either an LP41 Reason for Termination of 01 (Completion of LP) or a framework completion date for Welsh learners.
• Due Reviews - This shows shows the number of reviews (i.e. visits of type R - Review) in the caseload which have a planned date between the Show reviews due before/after date parameters and no actual date.
• Completed Reviews - This shows the number of reviews (i.e. visits of type R - Review) in the caseload which have an actual date between the start and end date parameters.
• Outstanding Reviews - This shows the number of reviews (i.e. visits of type R - Review) in the caseload which have a planned date in the past but no actual date.
• Due/Completed/Outstanding H&S/Employer Liability Checks - These use the same logic as the review fields listed above, only for the H&S and Employer Liability visit types specified in the parameters.

Clicking an assessor's name on the left will show a drilldown report detailing their caseload.

Visit Type Defaults for H&S and Liability

The two parameters Specify H&S / employer liability visit type can be given default values with a system config setting. To do this:

For the H&S visit type default

1. In Maytas 5, click the Support tab on the toolbar and click Edit Config on the ribbon.
2. Click the button. This will add a blank row.
3. Enter the following details:
   • Section - M5Reports
   • Item - ACHSType
   • Stringvalue - This should be the visit type shortstring
4. Click OK.

For the employer liability visit type default

1. In Maytas 5, click the Support tab on the toolbar and click Edit Config on the ribbon.
2. Click the button. This will add a blank row.
3. Enter the following details:
   • Section - M5Reports
   • Item - ACELType
   • Stringvalue - This should be the visit type shortstring
4. Click OK.