Dashboards for Skills Coaches, Trainers & Tutors

When to use this

• You want a single view of your learners’ performance, reviews, OTJH, and risk ratings.
• You need to prioritise which learners to contact or support first.
• You’re preparing for learner progress reviews or compliance checks.

Dashboards available in the Skills Coach section

When you click Operations or Skills Coach in the left-hand menu, the top navigation bar displays the dashboards you can access:

1. Immediate Priorities (Role-Specific)

Purpose: Highlights the most urgent performance and compliance actions for your role.

Key metrics:

• QAR, Max QAR, withdrawal rate
• Learners out of funding, BIL trackers, withdrawal trackers
• Active learning requiring intervention
• Outstanding learning and marking
• Review status
• Caseload capacity and upcoming completions
• Monthly OPP and outstanding completion payments

When to use: At the start of each day to decide where to focus efforts.

2. AiVII’s Summary (Role-Specific)

Purpose: AI-generated narrative interpreting the current performance data for your role.

Features:

• Summarises key risks and positive indicators
• Identifies priority areas for action
• Uses your role’s dashboard data to generate anaction plan

When to use: Before team meetings, reviews, or when setting personal priorities.

3. Skills Coach Dashboard

Purpose: Overview of all learners assigned to you.

Key metrics:

• Average Progress — your learners’ average learning plan completion %
• Average OTJH — average proportion of off-the-job hours achieved vs. planned
• Learner Risk Ratings — Red/Amber/Green breakdown based on AiVII’s risk model
• Active Learning Status — activity levels for the last month, two months ago, or no recent activity
• Funding Status — number of learners in/out of funding
• Outstanding Marking — items due, overdue, or more than 2 weeks late
• Review Status — due/overdue reviews, no review date
• Functional Skills Aims — English and maths aims still live
• Timely Completion %, QAR, Max QAR — performance indicators for completions
  Drill-through: Click any metric or visual to see the learners behind the figures.

4. Learner Dashboard

Purpose: Detailed single learner view.

Key metrics:

• Programme details, funding status, and employer
• Risk rating and key drivers (e.g., low progress, overdue reviews)
• Due/overdue training plan elements and hours completed vs. expected
• Functional Skills aim progress
• Last and next review dates
• Outstanding marking and compliance documents

Drill-through: Access from any learner name link in your Skills Coach Dashboard.

5. Learner Drill Through

Purpose: Tabular list of your learners filtered by status or criteria.

Filters available:

• Programme status
• Funding status
• Risk rating
• Active learning status
• Reviews
• Employer

Drill-through: Click a learner name to open their Learner Dashboard.

6. Employer Dashboard

Purpose: Employer-level performance for your assigned learners.

Key metrics:

• Average progress and OTJH % for that employer’s learners
• Active learning status
• Funding status
• Review status
• Upcoming completions
  Drill-through: Click employer or learner names for detail.

7. Employer Drill Through

Purpose: Detailed list of all learners linked to a specific employer.

Filters available:

• Programme status
• Funding status
• Risk rating
• Active learning
• Reviews
• Employer

Drill-through: Click a learner name to open their Learner Dashboard.

Tips for Skills Coach dashboards

• Use Active Learning Status to prioritise contact with learners who are slipping.
• Clear filters before running wide searches to avoid missing learners.
• Always check the Last Data Refresh date before acting on data.

Related articles

• Understanding Your Role and Permissions
• Navigating the AiVII Interface
• Dashboards for Operations Leaders & Managers

Last updated: 10 August 2025