For academies

Learners, progress and risk

Follow each learner's progress, change an enrolment when you must, and find the learners who need help before they fall away.

8 lessons44 minUpdated 14 Oct 2026

Module 1 of 3 · 2 lessons

Your learners

Where every enrolment is listed, what a learner's record shows, and the changes an owner or administrator can make to it.

Lesson 16 min read

The Learners page

The Learners page lists every enrolment you can see, one row per learner per programme, with progress, attendance, open flags and status. Filter it, export the page you are on, and follow up places offered by email that are still waiting to be taken up.

The Learners page in the academy workspace lists the enrolments at your academy, each with the learner's progress, attendance, open risk flags and where the enrolment stands. An enrolment is a learner's place on one programme, so a learner on two programmes appears twice. Open it from the menu, under Delivery.

Every staff role can open the page, but not every role sees every learner:

  • Owners, administrators and finance administrators see every enrolment in the academy.
  • Instructors, mentors and assessors see the learners in the cohorts, or classes, they are on the staff of, and the self-paced learners of the programmes they are seated on. The page says so: "You see the learners in the cohorts you are on, and the self-paced learners of the programmes you are on. Owners, Admins and Finance administrators see every learner." The self-paced learners of a programme nobody is seated on appear only to owners, administrators and finance administrators.

What each row shows

Each row is one enrolment, 15 to a page, with a pager at the foot of the list:

  • Learner — the learner's name, with their email address under it.
  • Pacing — the cohort, such as "Cohort FSSE-02", or Self-paced, with the programme under it.
  • Progress — the share of the programme's required lessons the learner has completed.
  • Attendance — the share of their cohort's sessions they attended. A dash means there is nothing to count yet, as for a learner studying at their own pace.
  • Flags — how many risk flags are open on the learner. A number above zero stands out.
  • Enrolment — Offered, Awaiting payment, Setting up, Active, Setup failed, Completed, Cancelled or Expired.

Select a row to open the learner's record.

Risk belongs to owners, administrators, instructors and mentors. For assessors and finance administrators, who have no access to risk, the Flags column shows a dash, and Export leaves it out.

Find the learners you need

The list opens on active and completed places, sorted by name, so a learner who finished a self-paced programme stays listed. Narrow it with the controls above it:

  1. Type a name or an email address into Find a learner….
  2. Under Programme, choose one programme or All.
  3. Under Cohort, choose one cohort, Self-paced only for learners with no cohort, or All.
  4. Under Status, choose Active or completed, Active, Setting up, Setup failed, Offered, Awaiting payment, Completed, Cancelled or All. Expired places appear under All.
  5. Under Joined, choose Last 30 days, Last 90 days, This year or Any date.
  6. Under Sort, choose Name A–Z or Newest first.

For anything the chips do not cover, choose More filters. A drawer headed "Narrow this list" lets you add conditions; choose Apply filters to narrow the list. The button then reads, for example, "Filtering · 2 conditions", and the drawer is headed with how many learners match, such as "12 learners match". Clear all removes the conditions.

When nothing fits, the list reads "No learners match". Clear filters clears the search, the Programme, Cohort, Status and Joined chips and any extra conditions, and returns the list to active and completed places.

Export the list

Export, at the top of the page, downloads the rows on the page you are looking at as a CSV file that opens in any spreadsheet, named with the word learners and today's date. It holds the learner, email, cohort, progress, attendance, open flags and enrolment status of each row, up to the 15 the page shows. To export a particular group, filter the list first, then export each page. A name beginning with =, +, - or @ is saved with an apostrophe in front, so it is never run as a formula.

Enrol someone by hand

Manual enrolment, beside Export, opens the form for giving someone a place without an application. Only owners and administrators see it. How it works is in the Admissions and enrolment guide.

Invitations waiting to be taken up

When you have enrolled someone by email and they have not yet accepted, a panel above the list reads "An invitation waiting to be taken up", or the number waiting. These people are not learners yet: nothing is charged and no place in a cohort is held until they sign in and accept.

Each row names the person, the programme and cohort, and the date the link expires. Instructors, mentors and assessors see only invitations for the cohorts and self-paced programmes they are on. Owners and administrators see two actions on each:

  • Send again sends the invitation again with a fresh link and a new expiry date.
  • Withdraw cancels it, so its link stops working.

If either fails, the row reads "That did not go through. Reload the page and try again."

Ten show at a time, newest first, and the heading counts them all; Find an invitation by name or email… and the arrows under the rows reach the rest.

When the list does not load or someone is missing

  • "The learners could not be loaded." Choose Try again. Nothing has been lost.
  • A learner you expected is not listed. Check Status: the list opens on active and completed places only. If you are an instructor, mentor or assessor, the learner may be in a cohort you are not on the staff of, or on a self-paced programme you are not seated on. An owner or administrator can add you to the cohort's staff, or under Staff on the programme's page.
  • "No learners yet." Learners arrive when an accepted applicant takes up their offer, when someone enrols directly from your public page, or when you enrol someone by hand.
A learner's record ↗
Lesson 26 min read

A learner's record

A learner's record shows where one enrolment stands, with attendance, progress, verified competencies and open flags. Owners and administrators can activate, retry, suspend, restore or cancel the enrolment from it, and settle or release a sponsorship.

A learner's record is the page for one enrolment, which is a learner's place, or registration, on one programme. It shows where the place stands, how the learner is doing, and the changes an owner or administrator can make to it. Open Learners and select the learner's row; the page is headed with their name.

Owners, administrators and finance administrators can open any learner's record. Instructors, mentors and assessors can open the records of learners in the cohorts, or self-paced programmes, they are on the staff of. Only owners and administrators can change an enrolment.

Where the enrolment stands

A strip at the top says where the place stands, such as Active with the dates the learner enrolled and started, Awaiting payment with the amount and the date it is due by, Access could not be set up, or Cancelled. When access has been suspended it reads Access suspended, with the date and the reason recorded.

Four figures sit under it:

  • Attendance — the share of the cohort's sessions attended, such as "9 of 12 sessions". A learner studying at their own pace has none.
  • Progress — required lessons completed, such as "14 of 20 required lessons".
  • Competencies verified — how many competencies the learner holds verified evidence for.
  • Open risk flags — open flags on the learner's case, marked "Never shown to the learner". When there are any, the figure opens the risk case. Staff who do not see risk read "Not part of your role".

What the record holds

  • Enrolment — the email address, the programme and its edition, the cohort or Self-paced, and the fee: how it is funded, what is still owed, how the place was activated and any discount. A sponsored place also shows the sponsor, what they committed and whether it is settled.
  • Completion — each requirement of the programme marked Met, Not met or Pending, and the credential the learner becomes eligible for. Issuing it is covered in the Credentials guide.
  • Competency evidence — each competency verified, with the assessor who last approved it, shown to owners, administrators and assessors.
  • Submissions — the latest four pieces of work on this enrolment, with All submissions for the rest.

Raise a concern, at the top, records a worry the automatic risk rules cannot see. It is for owners, administrators, instructors and mentors, and is not offered once the enrolment has completed, been cancelled or expired.

Change an enrolment

Enrolment changes, at the foot of the record, appears to owners and administrators while the place is still open: offered, awaiting payment, setting up, active, or failed to set up. Each change opens a dialog, and every one except Retry activation… asks for a Reason of a few characters, which is kept on the audit trail and never shown to the learner. The learner is told of each change.

ChangeWhen it appearsWhat it does
Activate without payment…Offered or awaiting paymentStarts the learner without waiting for a payment, for a fee settled outside Alethris or waived.
Retry activation…Setup failedRuns the setup of the learner's access again. It needs no reason.
Suspend access…While access is not suspendedKeeps the record and the place but closes the workspace to the learner. Nothing academic changes.
Restore access…While access is suspendedGives the workspace back exactly as it was, progress included.
Cancel enrolment…AlwaysEnds the enrolment and releases the place. The learner loses access.

To make a change:

  1. Choose the change under Enrolment changes.
  2. Enter the Reason.
  3. Choose the dialog's button, such as Activate enrolment or Suspend access.

Careful

Cancelling cannot be undone. Progress, submissions and evidence stay on the record, but the place is released and the learner loses access. A refund is a separate step, made under Payments & earnings.

Settle or release a sponsorship

When a sponsor has committed to pay for the place, the Sponsor row names the sponsor, whose name opens its page, and says where the commitment stands, such as "Owed: not yet settled". While it is owed, the row offers:

  • Mark as settled…, for owners, administrators and finance administrators, records that the sponsor has paid, with the Date received and an optional Payment reference. It is a record for your books; Alethris collects nothing from sponsors.
  • Release…, for owners and administrators, records that the sponsor no longer owes for the place, with an optional Reason, and how the place is paid for now: Another sponsor, or Settled outside Alethris. The learner keeps the place.

Cancelling a sponsored place that has started asks whether the sponsor still owes for it; one that never started releases the sponsor's commitment. Staff who cannot see sponsors see only the sponsor's name on the row.

When a change is refused

  • "This changed while you were working. Reload and try again." Someone else changed the enrolment first. Reload the page and look again before repeating the change. The same message appears when an offer has expired before it could be activated, and when access cannot be restored because the person's membership of the academy is itself suspended or has ended.
  • "The change could not be recorded. Nothing changed." Try again in a moment.
  • "This enrolment could not be found." The link may be out of date, or the enrolment belongs to another academy. Choose Back to learners.
  • No Enrolment changes section. Your role cannot change enrolments, or the place has already completed, been cancelled or expired.
What raises a risk flag ↗

Module 2 of 3 · 2 lessons

Risk flags and the rules behind them

What raises a flag on a learner, and how an academy sets the thresholds its rules use.

Lesson 36 min read

What raises a risk flag

Six academic rules flag a learner who goes quiet, misses sessions, falls behind or leaves required work, two onboarding rules flag a place that cannot start, and staff raise concerns of their own. Each flag names its evidence and how it clears.

A risk flag marks a learner who may need help. Alethris raises most flags itself, from eight rules that watch attendance, activity, progress, assignments and onboarding, and staff raise the rest as concerns. Each flag is a single episode: it names the rule, its severity and the evidence behind it, such as "11 days without activity, against a threshold of 7 days", and says how it clears.

Flags gather on the learner's risk case under Risk & interventions, where staff follow them up. The learner never sees them.

The automatic rules

The table gives each rule's starting thresholds, the platform defaults. An academy can change the thresholds and severities of the first six on its Risk rules page.

RuleRaised when, by defaultSeverityClears when
InactivityNo meaningful activity for 7 daysMediumThe learner is next active
Repeated absenceAbsent from 2 of the last 3 sessionsHighFewer than 2 of the last 3 absent
Overdue required assignmentA required assignment is unsubmitted 2 days after its due dateHighThe work is submitted
Repeated changes requested2 decisions asking for changes within 30 daysMediumThe decisions age out of the 30 days
Low cohort progress20 percentage points behind the cohort's pace, after 7 daysMediumProgress catches up
Released assignment not startedA required assignment open for 5 days with no draft startedMediumThe learner starts it
Unpaid fee holding up their startA place is awaiting paymentMedium or HighThe payment lands
Access setup failedSetting up the learner's access did not finishHighAccess is set up

How each rule reads a learner

  • Inactivity counts days since the learner's last meaningful activity: starting or completing a lesson, working on or handing in a submission, or being marked present or late, dated by the session. Staff reviews, opening pages, downloads and questions to the assistant do not count. The count pauses while the academy or the learner's access is unavailable.
  • Repeated absence applies to learners in a cohort only. It counts absent marks, not unknown ones, and waits until the learner has as many recent sessions as the rule looks across. It clears once the absences among those recent sessions fall below the threshold.
  • Overdue required assignment and Released assignment not started raise one flag for each required assignment, and the flag names it, such as "Capstone brief, due 4 October". When an assignment flagged as not started passes its due date, that same flag becomes Overdue required assignment, so one assignment never holds two flags.
  • Low cohort progress compares the learner with the share of the cohort's dates that has passed: halfway through the dates, a learner is expected to be about halfway through. It applies only to cohorts that run for at least fourteen days.
  • Unpaid fee holding up their start is High once 48 hours or less remain before the payment deadline, and Medium before that.

The six academic rules look only at learners whose enrolment is active and whose access is not suspended, while the academy itself is active. The two onboarding rules, Unpaid fee holding up their start and Access setup failed, always run and cannot be switched off. An enrolment that has completed, been cancelled or expired is never flagged.

A concern raised by staff

When something worries you that no rule can see, such as a learner who has stopped answering messages, raise a concern. Owners, administrators, instructors and mentors can raise one; instructors and mentors only for learners in their own cohorts.

  1. Choose Raise a concern on the Risk & interventions page, on the learner's record, or on their risk case.
  2. If asked, choose the Learner. A learner on two programmes has a case for each.
  3. Under About, choose what the concern is about, from Engagement to Something else.
  4. Choose the Severity: Low, Medium, High or Critical.
  5. Write a one-line Summary, as it will read on the case, and the Evidence: what you saw or were told.
  6. Choose Raise concern.

A concern stays open until a member of staff resolves or dismisses it; it never clears on its own.

Who is told about a flag

When a learner's case reaches High or Critical priority, whether a new flag opens it there or it rises into it, the instructors and mentors of the learner's cohort are told once in the academy workspace, with a notification headed "Learner name needs following up". When nobody is assigned to the cohort, or the learner studies at their own pace, owners and administrators are told instead. Further flags on a case already at High say nothing new, and cases at Low or Medium wait on the Risk & interventions page. Nothing about risk is emailed, and the learner is never told.

When a concern cannot be raised

  • The enrolment has ended. A completed, cancelled or expired enrolment cannot take a concern, so Raise a concern is not offered on its record or case. If it ends while the dialog is open, the dialog reads "This enrolment has ended, so it takes no new concern or intervention."
  • The learner is outside your cohorts. Instructors and mentors can raise concerns only for learners in the cohorts they teach or mentor. Ask an owner or administrator to raise it, or to add you to the cohort's staff.
  • "The concern could not be recorded. Nothing changed." Try again in a moment.
Work a risk case ↗
Lesson 46 min read

Set and publish risk rules

Owners and administrators tune the six automatic risk rules under Academy settings, then Risk rules: switch each on or off, set its thresholds and its severity, and publish with their password. Every publication is kept with who published it and what it changed, and an earlier one can be copied back into the draft.

The Risk rules page sets when Alethris flags a learner at your academy. It holds the six automatic academic rules, each with its own thresholds and the severity of the flags it raises. Changes save to a draft and reach learners only when you publish them. Owners and administrators manage the rules; anyone else who opens the page sees "Owners and admins only".

Until your academy publishes its own rules, the platform defaults are in force: the notice at the top of the page reads "Platform defaults are in force", and a draft you save changes nothing until you publish it. Once you publish, it reads, for example, "Published v3 is in force", with the date, who published it, and whether the draft below differs from it.

Find the rules

Open Academy settings, then Risk rules. The page is also linked from the foot of the Risk & interventions page.

The two onboarding rules, Unpaid fee holding up their start and Access setup failed, are not on the page. They always run and cannot be switched off.

Each learner is checked against the rules when they do something that counts, such as starting a lesson or handing in work, and at least once a day.

Change a rule

Each rule has its own card, with a line saying what it watches for and the platform default beside the switch.

  1. Tick or untick the rule's switch. A rule that is off reads "Off — this rule raises nothing".
  2. Under Severity when raised, choose where its flags place a case on the Risk & interventions page: Low — listed under Low priority, Medium — listed under Watching, High — needs attention now or Critical — top of the list.
  3. Change the rule's thresholds.

The thresholds, and the values each accepts:

RuleThresholds
InactivityQuiet days before a flag, 1 to 90
Repeated absenceAbsences, 1 to 10; Within the last, 1 to 20 sessions
Overdue required assignmentGrace period, 0 to 30 days after the due date
Repeated changes requestedDecisions, 1 to 10; Within, 1 to 180 days
Low cohort progressLag behind the pace, 5 to 50; Not before, 1 to 30 days
Released assignment not startedDays after release, 1 to 30

Lag behind the pace is in percentage points of the programme: 15 means fifteen points behind the cohort's expected pace, and the default is 20. A Grace period of 0 raises the flag on the day after the due date. The number of absences cannot be more than the number of sessions the rule looks across.

Every change saves to the draft on its own: the bar at the top of the page reads "Changes save to a draft. Nothing changes for learners until you publish." A number outside its range stops the draft saving, and the Publish card names it, for example "Inactivity: quiet days before a flag must be from 1 to 90 while the rule is on." Switching a rule off puts a number outside its range back to the platform default, so the draft can save.

Publish the rules

  1. Under Publish, choose Publish rules, or Publish changes once a version is in force.
  2. In the dialog headed "Publish these risk rules", enter Your password.
  3. Choose Publish.

The confirmation reads "Risk rules published". The new thresholds apply from the next time each learner is checked. Publishing leaves what is already on a case as it was: an open flag keeps the thresholds it was raised under and its date, and clears when the learner no longer meets them, and a dismissed flag stays dismissed.

Note

The rules apply to every learner at the academy. A stricter threshold flags more learners, and when a case reaches High the instructors and mentors on the learner's cohort are told in the app, so raise a severity with care.

Version history

Version history lists the ten most recent publications, such as "Version 2 · published 4 September 2026 by Iyabo Ogundimu", with "in force" beside the one that applies now. Under each is what it changed from the version before, such as "Inactivity: quiet days before a flag 7 → 10." To go back to earlier thresholds:

  1. Choose Restore into draft… beside the version.
  2. In the dialog headed "Restore this version into the draft?", choose Restore into draft.
  3. Check the rule cards, then publish the draft.

Restoring asks for no password, because it changes only the draft: the confirmation reads "Version 2 copied into the draft", and the version in force stays in force until you publish.

When the rules cannot be changed

  • "Owners and admins only." Risk thresholds shape who gets flagged across the academy, so only an owner or administrator can see or change them.
  • Publish changes is greyed out. The draft matches the rules in force, or a threshold is out of its range; the line beside the button says which.
  • "That password was not accepted." Enter the password you sign in to Alethris with.
  • "The rules changed elsewhere. Reload and try again." Someone else changed or published the rules while you were working. Reload the page and check the draft before publishing.
  • "The rules could not be published. Try again in a moment." Nothing changed; try again.
  • "The version could not be restored. Nothing changed." The draft is as it was; try again.
Work a risk case ↗

Module 3 of 3 · 4 lessons

Following a learner up

Working a case through to the end, with or without the assistant, and the limits risk keeps to.

Lesson 56 min read

Work a risk case

The Risk & interventions page groups flagged learners by priority, from Needs attention now to Closed. Open a case to read each flag's evidence, resolve a concern staff raised, or dismiss a flag as a false positive; a dismissed flag returns only if the problem happens again.

Every learner with a risk flag has a risk case: one per enrolment, holding the open flags, the follow-up and the history. The Risk & interventions page lists the cases in order of how soon someone should act, and each case page is where you read the evidence and decide what to do.

Owners and administrators work every case. Instructors and mentors work the cases of learners in the cohorts they teach or mentor; cases of learners studying at their own pace are for owners and administrators only. Assessors and finance administrators do not see risk.

The Risk & interventions page

Open Risk & interventions in the menu, under Delivery. The number beside it counts the open cases you can see. Cases fall into four bands:

  • Needs attention now — cases with High or Critical priority.
  • Watching — "Flagged, but nothing high yet": Medium priority.
  • Low priority — "Worth watching; nobody needs to act today."
  • Closed — "Nothing is open on these; a new flag reopens the case." Shown when Status is Closed or All.

A case takes the severity of its most serious open flag, and moves up one band when its oldest open flag is seven days old or a follow-up is overdue.

Each row reads like "FSSE-02 · 2 flags · inactivity, repeated absence · oldest raised 9 days ago · no intervention yet", and ends with Open case. The tile beside the learner's name shows where the case stands: amber while nobody is on it or a follow-up is overdue, blue while an intervention is in progress, and green once it is closed.

Narrow the page with Cohort, Priority (High and critical, Medium or Low), Status (Open, Closed or All) and Follow-up (Overdue), and change the order with Sort: Oldest flag first, Recently changed or Learner name. The page shows up to a hundred cases. When there are more, a line above the bands reads, for example, "Showing 100 of 130 cases, in the order chosen under Sort; narrow the filters to see the rest."

Read a case

Choose Open case. The case page is headed with the learner's name and programme. A strip at the top gives the priority, such as "High priority, follow-up overdue", and says what is open and who is on it: "2 open flags, the oldest raised 9 days ago. Hauwa Danjuma is on it."

Under Open flags, each flag shows its rule, its severity, the evidence in the rule's own units, and when it was raised and how it clears, for example "Raised 12 August; resolves when the work is handed in." A flag about an assignment names it, such as "Capstone brief, due 4 October", and the measures are as of today, such as "14 days without activity". Earlier flags and Earlier interventions keep the history of the case, with every note and reason as it was written.

Reach the learner

Reaching the learner gives the learner's email address, which opens your own email app, and Open their learner record. Alethris sends no message to a learner from a case: get in touch by email or your academy's usual channels, and record what was agreed in the intervention's note.

Resolve a concern

A concern raised by staff stays open until someone resolves it.

  1. On the concern, choose Resolve.
  2. Under Outcome, write what happened, such as "Spoke on 2 Sep; back on track".
  3. Choose Resolve episode.

Automatic flags have no Resolve. They clear when the condition behind them passes, such as the learner starting a lesson or handing the work in.

Dismiss a false positive

When a flag is wrong for this learner, such as absences agreed in advance, dismiss it.

  1. On the flag, choose Dismiss as false positive.
  2. Under Why is this a false positive?, give the reason.
  3. Choose Dismiss episode.

Dismissing sets aside only this episode, until its condition clears; if the same thing happens again later, a new flag is raised. Every reason, outcome and note stays private to staff.

When the last open flag clears or is dismissed, the strip reads "Nothing open". The case moves to Closed once no intervention is open on it either, and a new flag reopens it.

When the enrolment has ended

Once a learner's enrolment completes, is cancelled or expires, the strip reads "Enrolment ended", with the date. The rules no longer check the learner and nobody is reminded of the case's follow-ups. Nothing new can be raised or started, but what is still open can be resolved, dismissed, completed or cancelled.

When something does not work

  • "Nothing is flagged for this learner." No rule has fired and nobody has raised a concern, so there is no case yet. Raise a concern opens one if something is worrying you, unless the enrolment has ended.
  • "This learner is outside your cohorts." Instructors and mentors work the cases of learners on the cohorts they teach or mentor. An owner or administrator can add you to the cohort's staff.
  • No Resolve on a flag. Only concerns raised by staff can be resolved by hand. An automatic flag clears on its own, or can be dismissed as a false positive.
  • "This changed while you were working. Reload and try again." A colleague acted on the flag first. Reload the case and look again.
  • "The change could not be recorded. Nothing changed." Try again in a moment.
  • "Risk cases could not be loaded." Choose Try again. The cases are still there.
Start and complete an intervention ↗
Lesson 65 min read

Start and complete an intervention

An intervention names who is following up a flagged learner, what kind of help it is, when the next action is due and a private note of what was agreed. Completing one records its outcome but never clears the flags; only the learner's own activity does.

An intervention is the record of what your academy is doing about a learner's risk case: who is on it, what kind of help it is, when they will next act, and a staff-private note of what was agreed. It lives on the learner's risk case, in the Intervention panel beside the open flags.

Owners, administrators, instructors and mentors start and run interventions. Instructors and mentors do so for learners in the cohorts they teach or mentor. A case has one open intervention at a time: once one is started, Start an intervention is not offered until it is completed or cancelled.

Start an intervention

Open Risk & interventions, then Open case on the learner. When nobody is on the case, the panel reads "Nobody is on this yet."

  1. Choose Start an intervention.
  2. Under What kind, choose Direct contact, Mentoring, Academic support, Attendance follow-up, Assignment support, Onboarding support or Other. Direct contact is the usual first step.
  3. Under Who is on it, choose the member of staff who will follow it up.
  4. Optionally, choose a Next action by date.
  5. Optionally, write a Private note of what was agreed or planned. Line breaks are kept.
  6. Choose Start intervention, or Cancel to go back.

The intervention addresses the open flags on the case, and the dialog's heading says how many, such as "Addresses 2 flags". It can address up to twenty: on a case with more, it takes the twenty most serious, and the heading reads, for example, "Addresses the 20 most serious of 23 open flags".

When you name someone other than yourself, they are told in the app with a notification headed "You are following up learner name", and the confirmation says they have been told. The learner is never told.

Who is on it offers the academy's owners and administrators and the instructors and mentors on the learner's cohort, each with what lets them hold it, such as "Mentor on the cohort". For a learner studying at their own pace, only owners and administrators are offered. The learner is never offered, even when they also work at the academy.

Follow it through

While the intervention is open, the panel shows Who is on it, Type, Status and Next action. The status is Planned or In progress; saving a note marks it in progress.

  • Change owner or next action… opens "Change who is on it". Reassigning keeps the notes and the history, and the new owner is told in the app. Clearing the date removes the follow-up deadline. Choose Save changes.
  • Private note holds what was agreed. Edit it and choose Save note. Each earlier note is listed under Earlier notes, with the day it was written and who wrote it.

Once the Next action by day ends in your academy's timezone and the intervention is still open, the case shows "follow-up overdue", moves up one band on the Risk & interventions page, and the person on it receives a notification headed "Follow-up overdue for learner name".

Complete an intervention

  1. Choose Complete….
  2. Under Outcome, write what happened, such as "Back in sessions and the capstone is in".
  3. Choose Complete intervention, or Keep it open to go back.

The intervention moves to Earlier interventions, with "What came of it:" and your outcome.

Note

Completing an intervention does not clear the learner's flags; only the learner's own activity does. If the flags clear first, the intervention stays open until you close it.

Cancel an intervention

When a plan will not go ahead, cancel it rather than completing it.

  1. Choose Cancel intervention….
  2. Under Reason, say why, such as "Learner withdrew from the cohort".
  3. Choose Cancel intervention, or Keep it to go back.

The flags stay open, the history is kept with "Abandoned because:" and your reason, and a new intervention can be started at any time.

When it does not work

  • Start an intervention is greyed out. "An intervention needs at least one active flag to address." When every flag has cleared, there is nothing to follow up.
  • "Someone has already started an intervention on this case. Reload to see who is on it." A colleague started one while you were filling in yours. Reload the case and work the one that is open.
  • "That person cannot hold this intervention. Choose an owner, an administrator, or an instructor or mentor on the learner's cohort." The person has left the academy or the cohort's staff since the list was read. Choose someone else, or ask an owner or administrator to add them to the cohort's staff.
  • "This enrolment has ended, so it takes no new concern or intervention." The learner's enrolment completed, was cancelled or expired. What is still open on the case can be completed or cancelled.
  • "This changed while you were working. Reload and try again." A colleague changed the intervention first. Reload the case and look again.
  • "The intervention could not be started. Nothing changed." Try again in a moment.
Risk summaries and suggested check-ins ↗
Lesson 75 min read

Risk summaries and suggested check-ins

On a risk case, Summarise with assistant asks the staff copilot to put a learner's recorded signals into plain words, and Suggest a check-in proposes one follow-up that staff can change before starting it. Nothing starts until a member of staff chooses Start this check-in, and the assistant never changes the case itself.

Two assistant tasks help with a risk case. Summarise with assistant asks the staff copilot to describe a learner's attendance, submissions and flags in plain words. Suggest a check-in proposes one follow-up, which a member of staff can start as an intervention. Both read the learner's records; neither decides anything.

They appear only when your academy has the staff copilot switched on and published. When the Learner risk summary or Learner check-ins task is switched off, the case says so instead. They are for owners, administrators, instructors and mentors working the case, and each request spends the academy's AI credits.

Summarise a learner's situation

  1. Open Risk & interventions, then Open case on the learner.
  2. On the first open flag, choose Summarise with assistant.

The copilot opens beside the page, headed "About learner name" with the number of open flags. It asks straight away for a summary of the learner's recorded risk signals and a suggested next step, and you can ask follow-up questions of your own, such as what changed in the last two weeks.

Each answer lists the records it drew on and the credits it used. The panel's own note sums up the limit: "Reads this learner's records. Decisions stay with staff."

When the assistant is on but the Learner risk summary task is switched off, the case says so under the flags, beginning "No summary here." Owners and administrators get a link to Assistant tasks, where the task is switched back on.

Ask for a suggested check-in

The Assistant card sits in the Intervention panel while nobody is on the case.

  1. Choose Suggest a check-in. The line beside it gives the usual cost, such as "Usually about 300 credits", or says this is the first run of the task at your academy.
  2. Read the proposal headed "Suggested check-in". It says which flags it addresses, such as "Addresses repeated absence.", and fills in What kind, Who is on it (you, to begin with), Next action by and Note.
  3. Change anything you want before starting it: the kind, the person on it, the date or the note. Someone other than you is told in the app; the learner is not.
  4. Choose Start this check-in to start it as it now reads, or Discard to set it aside.

Starting it links every open flag of the kinds it names and keeps your note on the case, line breaks included. From then on it is an ordinary intervention: change its owner, add to its note, and complete it as you would any other. A discarded suggestion is set aside for good; ask again for a new one.

What the assistant does not do

The assistant drafts; staff decide. It cannot raise, dismiss, resolve or reprioritise a flag, and a proposal changes nothing until someone chooses Start this check-in. The learner never sees a summary or a proposal. Both tasks spend the academy's AI credits, and what they spend is counted under Assistant usage in Academy settings.

When it does not work

  • No Summarise with assistant button. The staff copilot is off or unpublished, the Learner risk summary task is switched off, or your role cannot use the assistant.
  • "The academy has no AI credits left for this request." An owner or finance administrator buys more under Billing.
  • "The flags on this case changed after the suggestion was made, so nothing was started. Ask again." A flag was raised, resolved or dismissed, or an intervention changed, after the suggestion was written. Choose Suggest a check-in again. A change to anything else on the case, such as its priority or the day count on a flag, does not stop it.
  • "That person cannot hold this intervention. Choose an owner, an administrator, or an instructor or mentor on the learner's cohort." Choose someone else under Who is on it and start it again; the suggestion stays open.
  • "Nothing came back to start. Ask again if it helps." The assistant answered without a usable proposal. Ask again, or start an intervention yourself.
  • "The assistant could not finish. Nothing was started on this case." Choose Try again.
  • "A check-in needs at least one active flag to address." Every flag has cleared.
What risk never does ↗
Lesson 84 min read

What risk never does

A risk flag is a prompt for staff to follow a learner up, never a decision about them. It changes nothing about an enrolment, assessment, access, payment, completion or credential, gives no score, and stays private to staff.

A risk flag tells your staff that a learner may need help, and nothing more. However many flags a learner has, and however serious, nothing about their place at your academy changes because of them. Every consequence for a learner comes from a decision a person makes elsewhere, on purpose.

It changes nothing about the learner's place

A flag, a concern raised by staff, a case marked Critical and an intervention all leave these exactly as they were:

  • The enrolment. A flagged learner stays enrolled. Cancelling an enrolment is a separate decision an owner or administrator makes on the learner's record.
  • Access. A flagged learner keeps their workspace. Suspending access is a separate decision, made under Enrolment changes on the learner's record.
  • Assessment. Submissions are reviewed and decided as usual. A flag for repeated changes requested reads those decisions; it never makes one.
  • Payment. Fees, refunds and what is owed are unaffected. A flag for a payment blocking activation only points at the waiting payment.
  • Completion and credentials. Completion is measured against the programme's requirements, and credentials are issued against them. Neither looks at risk.

The dialog for raising a concern says it plainly: a concern "changes nothing about the enrolment, assessment, payment or credential."

It is not a score

Alethris never adds a learner's flags up into a number. Each flag is a single episode with the rule that raised it, the evidence and the threshold it crossed, such as "2 absences in recent sittings, against a threshold of 2." A case's priority, from Low to Critical, is simply its most serious open flag, moved up one band when the oldest flag is seven days old or a follow-up is overdue. It decides the order of the list, nothing else.

It is private to staff

The learner never sees that they are flagged. Risk labels, evidence, the reasons a flag was dismissed, intervention notes and outcomes are all staff-only: the Open risk flags figure on a learner's record is marked "Never shown to the learner". Alerts about a case go to staff in the academy workspace, never to the learner and never by email; an intervention is announced only to the person given it, and an overdue follow-up only to the person on it. Alethris sends no message to a learner from their case: staff get in touch by email or the academy's own channels.

Within your team, risk is for the people who follow learners up:

  • Owners and administrators see every case.
  • Instructors and mentors see the cases of learners in the cohorts they teach or mentor.
  • Assessors and finance administrators have no access to risk.

Follow-up and flags stay separate

An intervention records what staff are doing; a flag records what the learner's record shows. They do not close each other:

  • Completing an intervention does not clear a flag. An automatic flag clears when its condition passes, such as the learner starting a lesson or attending a session.
  • A flag clearing does not complete an intervention. It stays open until someone closes it.
  • Dismissing a flag is not permanent. It sets aside one episode; if the same thing happens again after it clears, a new flag is raised. Publishing new risk rules leaves a dismissed flag dismissed.

The assistant cannot act on risk

The staff copilot can summarise a learner's recorded signals and propose a check-in, but it cannot raise, dismiss, resolve or reprioritise a flag. A proposed check-in starts only when a member of staff chooses to start it.

Tip

When a learner needs more than a conversation, such as a pause in access while a fee is sorted out, make that change deliberately on the learner's record and say why in the reason. The risk case shows the follow-up; the record shows the decision.

The Learners page ↗