1. Learning Management System
  2. Process
  3. Progress to review
Process · Progress to review

Progress to review

Progress lines and evidence documents share the enrollment as their source. They give the reviewer a way to inspect what happened for the learner instead of relying on a completion label alone. The source revision on the decision identifies exactly what was inspected.

Step by step

  1. Record requirement Learning Management Operator

    The Learning Management Operator enters the sequence, description, observation date, outcome, and source reference for a progress line.

    • Keeps a line outcome with its source enrollment
    • Updates Enrollment progress, Enrollments
  2. Attach document Learning Management Operator

    The operator links a supporting document to the enrollment and records its date and external reference.

    • Links the document and external reference
    • Updates Evidence documents, Enrollments
  3. Check document Learning Management Operator

    A named employee verifies the document and records its verification state.

    • Records verification and verifier
    • Updates Evidence documents, Employees
  4. Submit for validation Learning Management Operator

    The operator submits the enrollment after checking its progress and evidence. Validation freezes a verified revision and routes it to review.

    • Records Submitted status, then validates the revision
    • Updates Enrollments, State history
  5. Decide evidence Learning Management Reviewer

    The Learning Management Reviewer records an Approved, Returned, or Rejected decision against that revision.

    • Stores decision and reviewed revision
    • Updates Review decisions, Enrollments
    ApprovalA person approves before the work moves on.

Where it usually breaks

And how to keep it from happening.

  • A progress line is attached to the wrong enrollment.
  • A document title is plausible but its source link or date belongs to another case.
  • The overall completed count hides an individual pending outcome.
  • Evidence changes after a decision while the old approval is still being used.
Learning Management Operator
Prepares progress and documents; Learning Management Reviewer decides on the submitted revision.

Set up Learning Management System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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