Review Category Security

For review meetings it is possible to categorise them to indicate the type of review meeting. The review categories can be configured to restrict access to them based on security groups. In this way users will only be able to see review meeting details that they should be able to.

Creating Review Meeting Categories

To be able to categorise review meetings firstly the required categories need to be created. 

Categories are set up in the standard values area of Databridge. Go to the Administration module and choose the Standard Values section. Under the Learner Values panel choose Review Meeting Categories. 

To add a new category click Add Value. Give it a suitable name in the Value field and click Save. To change the name of an existing category, or to remove the category altogether, click the notepad icon from the list of categories.

Setting up Security for Review Meeting Categories

Once you have set up review meeting categories you can then restrict categories to specified security groups. 

This is set up in the Review Category section in the Security module. Here you will have a list of the categories you have created in standard values. 

Clicking the notepad icon next to a category will show the list of security groups able to access this category, if any. Clicking the bin icon against a category will remove the security group from the list. 

Click Add Group to add a security group to the list. Choose the Site and Group from the dropdowns and click Save.

Using the Categories

Review categories are used when completing review meetings for a Learner. 

To view a list of review meetings go to the Review Meetings section under the Learners module. Here you can filter the list of existing review meetings by using the Category dropdown. You will be able to filter on those categories for which you have permissions. 

Clicking the pen icon next to a review meeting will allow you to view that meeting's details. You can change the category if required from the Category dropdown, clicking Save Changes once finished editing. 

To add a new review meeting click Add New and completed the details of the meeting. Clicking Save Changes once finished.