Portfolio Checklists - approval system

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Elizabeth Hucks

• 10 April 2025 00:28

Currently, Portfolio Checklists show whether an item is present (tick), not present (cross), or expired (alert).

This is limiting when we allow students to upload portfolio items (either during Learner Onboarding, or through their portal). When a student uploads and we then view the checklist, it will show a tick because an item is now in this slot. This can be problematic, because the student might upload the wrong document.

I propose a 'Review Needed' status (or similar). This way, new submissions can be visually identified from others as not-yet-checked by a different symbol - a tick wouldn't display until admin eyes have confirmed the submission.

This could lead to further functionality, like being able to run reports/set tasks based on review status, settings that allow expiry dates to only be entered during admin review, being able to block issuances until checklists are confirmed, etc. 

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  Belinda Kemp

  • 10 April 2025 01:25

  This is a great idea!

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  James Ray

  • 06 May 2025 01:41

  This would make our life so much easier. Being able to give feedback on the item as well would be good. 

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  Thomas Milham

  • 09 May 2025 06:16

  We would benefit from improved functionality for this too.

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