Every learner case. One end-to-end workflow.
Six case-management trackers, a Send Invitations workflow, and Gateway plus Completion pipelines. MIS-native, audit-trailed, available from the Control tier upwards.
Eight workflows, one consistent shell.
Each tracker has the same KPI row, filter chips and per-case detail view. Coaches and managers learn the pattern once, then use every tracker the same way.
Inclusion Case Management
EHCP, SEND, reasonable adjustments and economic disadvantage tracked end to end. Cases auto-create from MIS; manual override always available.
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 override is always available 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. Every change is logged with who and when.
Send Invitations workflow
Bulk invite learners to enrolment, attendance, feedback. Tracks delivery, opens, click-throughs and completions per cohort.
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 every tracker on a real tenant. Thirty minutes, no prep needed your end.
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