Learners Nearing Completion

This report applies only to English contracts.

The Learners Nearing Completion report shows a summary of learners who are approaching their planned end date, learners who are within four weeks past their planned end date, and learners who more than four weeks past their planned end date.

The learners included in the summary are those who have not yet ended learning. As soon as a termination date is entered for a learner, they are excluded from the report.

Parameters

• Exclude suspended learners - This will include suspended learners when set to No (the default) and exclude them when set to Yes.
• Exclude obsolete assessors - When set to Yes, this will remove obsolete assessors from the filter parameters (if assessor is chosen as a grouping). Also, if grouped by assessor, it will group learners with obsolete assessors under a No assessor grouping.
• Grouping / filter 1 and 2 – These are the two categories you wish to group by (Centre and Contractor by default). Each grouping has a corresponding filter option (e.g. grouping by assessor will provide a list of assessors to choose from).
• No. of weeks until expected end date – This is the number of weeks from the current date which you wish to report up to. This is 52 weeks by default.
• Ready to run - Set this to Yes when all other parameters are set (this prevents the report from running automatically on the default parameters).

Layout

The first two columns are set by the Grouping 1 and Grouping 2 parameters. Please note that the centre and contractor filters will still apply even if you choose different groupings. The second column can be collapsed and expanded by clicking the and buttons on the left of the first column, and the summary figures will adjust accordingly.

The red (Late) columns show any learners who are still in learning and more than four weeks past their planned end date. The orange (Overdue) columns show learners who are in learning and within four weeks past their planned end date. The green (In Learning) columns show learners who are in learning and have not yet reached their planned end date.

The red, orange and green sections can be expanded or collapsed to show the year, month and week as required. When you first run the report, all the orange columns and the first green month are expanded fully to weeks, as it is the learners in these areas (i.e. learners nearing completion and overdue learners who can still achieve) who will likely be your main priority.

Definition of a 'week'

There are many ways to define a week. We have used the following rules to define a week in this report:

• A week begins on Sunday and ends the following Saturday.
• Weeks are contained within months (i.e. a week cannot run over two months).
• If a month does not begin on a Sunday, week 1 consists of the days running up to the first Sunday. For instance, if a month begins on a Friday, week 1 consists of Friday and Saturday. Week 2 begins on the Sunday.
• Similarly, the final week in a month consists of the last Sunday and any remaining days.

The following example demonstrates how May 2009 is split into weeks:

The first green week on the report is the 'current' week. One point to consider is that if the report is run on the final day of the week, all learners whose planned end date was earlier in the week will still be shown in the green column rather than the orange column. They will not be shown as overdue until the following week begins.

Drill-down report

Any data area of the report can be clicked on to drill-down to a list of the associated learners. This is not limited to the summary numbers; you can click on the week, for instance, to show all the learners scheduled to end that week, or click on a contractor to show all their learners who are scheduled to end within the selected timeframe.

In the drill-down report, each group is shown on a separate page. You can click on any learner's name to view their Learner Summary report.