Cohort exception review
Group the learners who are off track by cause and owner, and send the causes only the client can fix to the client instead of chasing learners.
- Industry
- Online Education, Coaching and Training
- Team
- Operations
- Use case
- Training and programs
- Tags
- Client delivery
- Includes
- 1 database · 1 app
Template preview
Included items
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Training cohort and learner progress
Database · Embedded view: Kittridge exception board (table view) · Requires sign-in
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Dashboards
App · 2 embedded blocks: Chart: Learner exceptions by cause (c-exceptions); Chart: Learner exceptions by hotel (c-exceptions-hotel) · Requires sign-in
Overview
What this template supports
A cohort exception review for a corporate training provider and its client sponsor. It splits the learners on the exception board by cause, names who owns each cause and the next session each one puts at risk, and ends with a review checklist with owners and dates. It includes an embedded exception board view with sample learner records and live Dashboards blocks of exceptions by cause and by hotel.
- Stats row of learners, on track and exceptions
- Live exceptions by cause and by hotel from the Dashboards app
- Embedded exception board view filtered to the client
- Cause table with the owner of each cause
- Shift-conflict warning callout
- Cohort tabs and review-before-the-module checklist
How to use this template
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Pull the learner records for the checkpoint
List every learner with a missed session or a missing first assignment, with hotel, cohort, facilitator, attendance and the support need in plain words.
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Group the exceptions by one main cause
Assign each learner one cause, then name who can remove it: the client, the provider or the learner. Send client-owned causes to the client for action.
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Set the review date and the filtered view
Add the next review before the next module with an owner for each open item, and keep the embedded view filtered to the client you share the page with.
Frequently asked questions
Why are shift conflicts sent to the client instead of the learner?
A learner cannot change a hotel rota. The record shows the cause, the owner at the client and the next session at risk, so the client can act.
Can I share the page with the embedded view as it is?
Only when the view is filtered to the client you share with. The sample data also holds other organizations' records.
What does Cohort exception review help me do?
Group the learners who are off track by cause and owner, and send the causes only the client can fix to the client instead of chasing learners.
Who reads and maintains this page?
Program operations director and the client head of learning. The client head of learning reviews it.
When is the page ready to share with the client?
Shared only after the embedded view is filtered to the client and every cause has an owner and a date.
What do visitors see in the public link?
The public link opens the full page without sign-in. The embedded Training cohort and learner progress view and the live Dashboards blocks are separate items that need FuseBase sign-in and workspace access, so a visitor without access does not see their live records.