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#Post#: 185--------------------------------------------------
Planned Date vs Actual Date in Etrack Learner/Line Manager Revie
w Event
By: Maria Spiteri Date: August 29, 2019, 8:58 am
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Hi
Please can you let me know that in the Etrack Event section, how
do you manage the Planned Date prior to the next Learner/Line
Manager Review Meeting? I've been told not to change the Planned
Date as this should be static, however it's not possible to
change the Actual Date until the date of the event and I get an
error message if I try to change the Actual Date - see
screenshot.
It's confusing for the learners if the Planned Date is not
accurate as they have been asking me which date is their next
meeting, as it doesn't align with what I've organised in
Outlook.
It makes sense to me to just change the Planned Date in E-track
so that it's when we have actually arranged to meet, and then
confirm the meeting using the Actual Date once the meeting has
taken place. It doesn't make sense to me to keep an incorrect
date in the Planned Date section.
Please let me know what you think. I've asked Sara who checked
with E-track support and they said to change both dates which
goes against what I've been advised, i.e not to change the
Planned Date.
Many thanks
#Post#: 199--------------------------------------------------
Re: Planned Date vs Actual Date in Etrack Learner/Line Manager R
eview Event
By: SamuelMayes Date: September 2, 2019, 2:11 am
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Hi Maria,
My understanding is the planned dates are pre-populated and
don't make much sense.
Update the planned dates for when you book them in - this will
be a lot less confusing for the learners.
Actual date is when you actually saw them. Hopefully these will
be the same date, but things happen.
I hope that helps.
Sam
#Post#: 203--------------------------------------------------
Re: Planned Date vs Actual Date in Etrack Learner/Line Manager R
eview Event
By: Maria Spiteri Date: September 2, 2019, 4:22 am
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Hi Sam
Yes that's what I was doing and was told I shouldn't be changing
the Planned Date, which doesn't make sense.
I'll continue doing this then.
Regards
Maria
#Post#: 204--------------------------------------------------
Re: Planned Date vs Actual Date in Etrack Learner/Line Manager R
eview Event
By: SamuelMayes Date: September 2, 2019, 9:25 am
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Nice one Maria.
Sam
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