Apprenticeships delivery management. Every case. One workflow.
Apprenticeships case management across inclusion, ALS, Functional Skills, in-EPA, on-break, gateway, completions, withdrawals and qualifications, plus invitations. Connected delivery workflows, with availability determined by your selected modules, source data and permissions.
Connected workflows across the delivery lifecycle.
Review the relevant stage, investigate the case and follow up the next action. Filters, statuses and available actions reflect the workflow you are using.
Qualifications tracker
Follow registration, assessment, results, resits and certificate receipt.
Inclusion Case Management
EHCP, SEND, reasonable adjustments and economic disadvantage tracked end to end. Cases auto-create from MIS; manual case handling where supported.
ALS Support Tracker
Monitor learners receiving Additional Learning Support. Critical/Warning gap badges flag stale delivery; an Unclaimed Funding badge highlights support that isn’t being claimed.
Functional Skills Support
Track learners with English, Maths and ICT requirements. Cases auto-create from your MIS with English/Maths/ICT-needed counters per cohort.
In EPA Tracker
Every learner currently in End-Point Assessment. Active / On Hold / Completed / At Risk / High Risk / Overdue counters; per-learner days-in-EPA, EPAO, status and risk.
On Break Tracker
Learners on Break in Learning with tracked vs new (no case) split. Auto-created on each refresh from MIS BIL status; manual contact log per learner.
Gateway & Completions Tracker
One page with two tabs. Gateway shows learners approaching EPA gateway with PED, LP%, OTJH, variance. Completions tracks the achievement pipeline through to final outcome.
Withdrawals Tracker
Withdrawal pipeline with reason coding, intervention history and per-learner case detail. Pairs with the Lifecycle Analytics dashboard for trend analysis.
Send Invitations
Bulk invite learners to enrolment, attendance or feedback workflows. Tracks delivery, opens, click-throughs and completions per cohort.
Built around how delivery teams actually work.
No spreadsheet exports. No status changes lost between systems. No surprise on the day of inspection.
MIS-native imports
Cases auto-import from your MIS where the data is structured. Manual case handling is available where supported so coaches can add cases that aren't yet captured upstream.
Status workflow per tracker
Total / Open / In Progress / Under Review / Urgent / Overdue Reviews. Each tracker has its own KPI row, plus filter chips for Status, Priority and Type.
Per-case detail
Click any learner row for the full case file: activities, follow-ups, evidence references, status history. Review recorded activity and follow-up alongside the case.
Send Invitations workflow
Bulk invite learners to enrolment, attendance, feedback. Tracks delivery, opens, click-throughs and completions per cohort.
Explore more of the delivery lifecycle
Qualifications tracker
Follow registration, assessment, results, resits and certificate receipt.
Explore Qualifications tracker →Feedback & surveys
Run feedback campaigns and compare question trends by programme and audience.
Explore Feedback & surveys →Sales Centre
Plan employer conversations with ending-soon accounts and delivery context.
Explore Sales Centre →Delivery Management: the full deep-dive.
20-page PDF covering all the trackers (Inclusion, ALS, FS Support, EPA, Breaks, Gateway & Completions, Withdrawals), Quality Reviews, Sampling, IQA and Training.
Download the deep-diveSee case management in action.
Book a demo and we’ll walk you through the trackers relevant to your team in a demonstration environment. Choose a 30-minute introduction or a full 90-minute demo.
Book Your Demo