03 March 2025

Manage ILP Targets as a Tutor

Use the Targets screen to manage targets.

Targets screen

It can be accessed by clicking the Targets button on the ILP Tutors screen.

Targets button

You can use the Targets screen to:

You can search and filter targets in the following ways:

  • Target type - use this field to filter by tutor targets or ILP targets, or both. The targets list is updated immediately

    Tutor Targets, ILP Targets field

  • Learners - use this field to filter by learner. Use the drop-down list to choose the relevant learners or choose all

    Learners field

  • View an overview of tutor and ILP targets for all learners in the Overview panel. Targets are sorted by status (for example: Overdue, In Progress and In Review). You can use the toggle switch to filter and adjust the display

    You can filter the graph by clicking the relevant status section.

    Overview panel

  • Search for learner or target - use this field to search learners by first name, surname or person code. The targets list is updated immediately

    Search for learner or target field

  • Search by status - use the drop-down list to choose the relevant status (for example: All, Overdue, In Progress, In Review)

    All, Overdue, In Progress, In Review field

You can use the Exclude owned by others toggle switch to include or exclude targets that are owned by other tutors in the list.

To add or edit a target:

  1. Navigate to the target dashboard and click the Add button.

    Add button

    Alternatively, click the relevant target name on the learner's target screen.

    Select target

    The Target screen is displayed.

    Target screen

  1. If you are editing an existing target, click the Edit button in the Actions section.

    Edit button

  2. Enter the relevant target information.

The fields on the target screen are described in the following table.

Field Does this...
Target title The title of the target. This field is mandatory.
Due date The date the target is due. Select the relevant date from the calendar. This field is mandatory.
Status

The status of the target (for example: Open, In Review, Overdue and so on).

New personal targets default to Open.
Type The type of target (for example: ILP and so on).
Steps

The target steps. Click the + button to add a target step, up to a maximum of five.

The target step field is mandatory once added.

You can re-order target steps when editing a target by dragging and dropping the relevant step to the appropriate position.

  1. Click the Comments tab to add comments to an existing target.

    Comments tab

  2. Enter any comments and click the Send button, if required.

    Right Arrow butto

  1. Click Save changes.

    Save changes button

To mark a target as complete:

  1. Click the relevant target name.

    Select target

    Alternatively, click the ⋮ drop-down menu of the relevant record and then click the Edit option.

    The Edit option

    The target screen is displayed.

    Target screen

  2. Select the Mark as complete target action from the Actions section.

    Mark as complete target action

    The Mark as complete window is displayed.

    Mark as complete window

  1. Click Yes.

    The target is marked as complete.

To send a target that has been submitted for review back to the learner:

  1. Click the relevant target name.

    Select target

    Alternatively, click the ⋮ drop-down menu of the relevant record and then click the Edit option.

    The Edit option

    The target screen is displayed.

    Target screen

  2. Select the Send back to learner target action from the Actions section.

    Send back to learner target action

    The Send back to learner window is displayed.

    Send back to learner window

  1. Click Yes.

    The target is sent back to the learner to enter further information

To take ownership of a target that is assigned to another tutor:

  1. Click the ⋮ drop-down menu of the relevant record and then click the Make me owner option.

    Make me owner option

    The <TutorName> is currently the owner window is displayed.

    currently the owner window

  1. Click Yes.

To take ownership of an unassigned ILP for a learner with at least one unowned review or target:

  1. Select an unassigned learner on the Targets screen. Alternatively, select an unassigned learner on the Reviews screen.

    Unassigned learner

    The ILPs for <LearnerName> screen is displayed.

    ILPs for screen

  1. Click the Take ownership button.

    Take ownership button

    The ILP Ownership window is displayed.

    ILP Ownership window

  1. Click Yes.

To view a learner's ILPs, reviews and targets:

  1. Click the relevant learner's name.

    Click the relevant learner's name

    The ILPs for <LearnerName> screen is displayed.

    ILPs for screen

    You can use the drop-down list to access the learner’s ILPs or click View all targets to display the learner’s target dashboard.

    Use the drop-down list to access the learner’s ILPs

  2. Select the relevant item.

To view the learner's target dashboard:

  1. Click the relevant learner's name.

    Click the relevant learner's name

    The ILPs for <LearnerName> screen is displayed.

    ILPs for screen

  1. Click View all targets from the drop-down list.

    Click View all targets

    The learner’s target dashboard is displayed.

    The learner’s target dashboard

    You can use the target dashboard in the following ways:

    • Click the relevant target to view it

    • Click the Completed tab to view completed targets

      completed targets

    • Click the Add button to add a target

      Add button

To add an attachment to a target:

  1. Search for and open the relevant target.

  2. Click the Files tab.

    Files tab

    The Files tab is displayed.

    Files tab

  1. Drag and drop the relevant file to the Drag files here or click Select file panel. Alternatively, click SELECT FILE to search for the relevant file.

  2. The file is added to the target.