Quality & IQA

IQA sampling. Done by the platform.

Plans auto-generated from your IQA allocations. Sample rates by coach and activity type. AI can do the sampling itself. Cross-cutting themes extracted across every report.

Sampling module with auto-generated plans
Auto
Plan generation
Monthly auto-create from IQA allocations. No manual plan-building from scratch.
AI
Does the sampling
AI completes the sample with grades and findings; sampler reviews and agrees, disagrees or partials.
Themes
Cross-cutting
AI extracts themes across reports per coach, programme, standard or org-wide.
What the module does

From plan creation to cross-cutting themes.

A complete IQA workflow: plans auto-built from your allocations, AI doing the sampling itself, samplers reviewing and signing off, and themes auto-extracted across the result set.

Plans auto-generated for you

Monthly auto-generation from IQA allocations. The platform creates the sampling plan, populates it with the right activities and assigns the right coaches. No manual plan-building from scratch.

Sample rate by coach AND by activity type

Set a default sample rate at org level. Override per coach. Override per activity type within a plan. The engine applies the right rate to each activity bucket automatically.

Driven by activity due dates

Sampling window calculated from each activity's due date (or completion date). Items get a planned start and end so samplers know exactly when to act on each one.

Sample and write the report in-platform

Per-item review screen for completeness, assessment accuracy, feedback quality, overall grade. Strengths, areas for improvement, recommendations, sampler comments captured on the same screen.

AI does the actual sampling

Not just suggestions. AI runs the full sample on a learner’s evidence, returns grades and findings with a confidence score. Sampler reviews and either agrees, disagrees or partials.

Cross-cutting themes across reports

AI reads completed sampling items and extracts themes by category (strengths, areas for improvement, recommendations). Run org-wide, per coach, per programme, per standard.

AI accuracy reports

Track AI adoption rate and sampler agreement (agree / disagree / partial) over time. Confidence-score and grade-level agreement distributions for governance assurance.

Sampling Gateway

Mandatory pre-EPA quality check with second-opinion and countersign fields. Separate workflow from the main sampling cycle, scoped to gateway-eligible learners.

Built around how IQA actually runs.

Auto-generation removes the manual plan-build. AI does the actual sample. Samplers focus on judgement, not paperwork. Themes turn the result set into governance-grade insight.

01

Configured once, applied everywhere

Tenant admin sets default sample rate, AI toggles, review-required flag, role access. From there, plans inherit defaults but every coach and activity type can override.

02

AI assists, samplers commit

AI can complete a sample on its own, but findings are stored as ai_completed status. Samplers review AI work, can reject with reason codes (e.g. AI grading too lenient), and the audit trail records every decision.

03

Built for cross-cutting analysis

Reports break down by coach, standard, programme or sampler. AI theme extraction surfaces patterns a single sampler couldn’t see, making this the input to standardisation events and CPD planning.

04

Credit system for AI usage

AI sampling uses purchased credits tracked in a transaction ledger. Org admins see credit balance, allocate per coach if needed, and reconcile usage in monthly billing.

Free download · PDF · 20 pages

Delivery Management: the full deep-dive.

20-page PDF covering Sampling, IQA and the wider Delivery Management hub: case-management trackers, Quality Reviews and Training.

Download the deep-dive

See the sampling module live.

Book a demo and we’ll walk through plan auto-generation, AI sampling, sampler review, and cross-cutting theme extraction on a real tenant.

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