Assigning a T Level review to another staff member for completion

Created by Chris Rowe, Modified on Wed, 14 Oct at 2:30 PM by Chris Rowe

This tutorial guides you through assigning a T Level review to another staff member for completion.

Go to login.navigate.uk.com

1. Search for a Student

Using Quick Links, type the student's name into the 'Search for a student' box.
Search for a Student

2. Click on the placements tab

Click the Placements tab to view placement details for the selected student.
Click on the placements tab

3. Select the Specific Placement Record

Select the active placement record to view its details and make updates.
Select the Specific Placement Record

4. View Placement Data

Certain elements of the form can be added before transferring it to another staff member. Click "View Data" to add details to the review prior to sending it to another staff member for completion.
View Placement Data

5. Save any changes

After making your edits to the form, be sure to click save.
Save any changes

6. College complete review

To assign another staff member as 'responsible for completing the task', click the envelope icon in the 'College complete review' section.
College complete review

7. Add the staff member

In the 'task to be completed by' box, add the member of staff who will be completing the review.
Add the staff member

8. Save and Close

Click Save & Close to save your changes.
Save and Close

9. Send form

Click the Send Form button when you wish the staff member to receive the email from Navigate Learning advising them that they have been assigned a review to complete.
Send form

10. Copy in another staff member

If you would like to CC another staff member in the review email, please enter their email address in the 'CC Email' box. Click 'Send' when complete.
Copy in another staff member

11. Review email

The staff member will receive an email from Navigate Learning to complete the review. They can simply click the 'complete review' button, which takes them directly to the form.
Review email

12. Complete review

The staff member must log in to Navigate, where they will be directed straight to the review for completion. They can view any details you may have already saved to the form and add their own. They can either click "Save" to continue working on the review later, or if finished, they can click Submit.
Complete review

You have successfully assigned a review to another member of staff for completion.

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