Learner Journey

The Learner Journey module is a streamlined view of a learner's important events on a month-by-month basis, available for assessor and learner users. The following events are included:

Visits
Objective target dates
Data collection forms
Skill Scans
Learning plan targets
Tasks

By default, only outstanding and overdue items are shown, but completed items can also be shown.

Viewing the Journey

When you first open the Learner Journey, the current month will be expanded and all other months will be collapsed. To expand a month, click the button next to the month, and to collapse a month, click the button.

By default, only the current and future months are shown for learners with a live POT. To display past months, click the arrow button at the top right to show the Filters panel, then tick the Show Past Periods box.

Each item within a month can be selected to view its basic details, which will appear in a panel on the right.

Some items will have additional options on the right - e.g. on the IQA Visit example above, the Message Learner envelope can be clicked to open a new message for the learner and the Open Visit button can be clicked to view the full details of the visit.

Once you have finished viewing an item, click the button next to it to hide the panel.

If the learner has any overdue items, these will be indicated at the top-centre of the screen (such as the button in the example above). Clicking the button will show the overdue items.

Filters

The Filters panel includes options for configuring what you want to see on the Learner Journey. To access the Filters panel, hover over (or click) the button at the top right of the screen (the panel can be closed by hovering or clicking on the arrow again).

Date Range - The buttons on either side of the slider can be used to limit the months shown.
Periods - These options allow you to expand all periods, collapse all periods or show past periods.
Categories - These let you choose which categories to include. The box at the top (across from the Categories header) lets you select or de-select all options.
Statuses - These let you choose which item statuses to include. The box at the top (across from the Statuses header) lets you select or de-select all options.

Add Item Button

An Add Item button can be enabled on the Learner Journey screen which allows you to quickly add any of the items which can appear on the Learner Journey.

To enable the button:

Go to Web User Editor on the sidebar.
Search for and select the user that requires permission.
Click Permissions to expand that section.
In the Assessor section, tick the Allow Add Journey Items permission.
Click Save.

The button will now be available at the top-right of the Learner Journey screen. Clicking it will open a panel on the right where you can choose which type of item to add, which will then take you to the relevant wizard for adding the item.

The Journey Items option at the bottom of the list lets you add a simple custom item which only appears in the Learner Journey.

This will then appear in the month set by the Target Date.

When the learner selects this in their Learner Journey, they will have a button to complete and comment on the note.

Learner Journey as Learner Homepage

The Learner Journey screen can be set as the homepage for learner logins:

Go to Web User Editor on the sidebar.
Search for and select the learner.
In the Account Details section, select Learner Journey from the Start Page dropdown box.
Click Save.

Risk Level

Learners can be graded as high, medium or low risk in the Learner Journey.

The Risk Level column must first be enabled with a configuration option:

In Maytas Hub, go to Settings on the sidebar.
Click the System configuration button.
Go to Assessor Login on the left (under the Maytas Hub Online header).
Scroll down on the right to the General section.
Locate the List of extra columns to show on the caseload screen option and tick the Risk Level box.
Click Save.

The Risk Level column will now appear on the Caseload screen.

Clicking on the risk level will show a breakdown of the risk factors used to determine the overall risk level.

Risk Level Calculation

A risk level is assigned to each risk factor, all of which are amalgamated into an overall risk level for a learner. The risk factors for each learner are as follows:

Risk Factor	High Risk	Medium Risk	Low Risk
Logins in the last week	0	1-2	3+
Files uploaded in the last week	0	1-2	3+
Messages sent in the last week	0	1-2	3+
Overdue learner journey items in the last week	3+	1-2	0
Unsuccessful visits in the last month	3+	1-2	0
Framework progress	Below expected progress	On target	Above expected progress
Off the job progress	Actual hours below expected hours	On target	Actual hours above expected hours

Each factor is then given a risk score:

High risk = 1
Medium risk = 3
Low risk = 5

When the risk scores are totalled, the overall risk level for the learner is determined as follows:

Total risk score	Overall risk level
15 or less	High
16-25	Medium
26+	Low