Engagement Management

Manage apprenticeship reviews and intervene early

Engagements are the reviews that keep learners on track. Neuvex lets your organisation plan, hold, record and track them in one place, so overdue reviews are spotted and help starts early.

Manage engagements

Every engagement, managed in one place

Engagements are the reviews between a tutor and a learner, or a tutor, employer and learner, that focus on how the learner is doing, the progress being made and any associated actions. Neuvex lets your organisation manage them fully within the application.

  • Plan engagements and connect everyone involved
  • Record planned and actual dates, notes and attachments
  • Alerts flag anything outstanding, such as a signature
  • Filter and export engagements when you need to
Engagements
Progress Review
Requested by Sam R.
29 Oct
Actual: N/A
Requested
Progress Review
Requested by Alex M.
22 Oct
Actual: N/A
SignaturePlanned
Progress Review
Requested by Alex M.
03 Oct
Actual: N/A
Overdue
Progress Review
Requested by Sam R.
12 Sep
Actual: 12 Sep
Successful
Progress Review
Requested by Sam R.
29 Aug
Actual: N/A
Overdue
Progress Review
Requested by Alex M.
18 Jul
Actual: 21 Jul
Successful
Showing 6 of 6 engagements

Interactive illustrative example, not real learner data. Click a status to filter.

At a glance

See where every engagement stands

The engagement tracker shows engagements month by month, split by status, with a summary of alerts alongside.

Engagement tracker
02468JanFebMarMar: Requested 2AprApr: Overdue 5Apr: Requested 1MayMay: Overdue 1May: Requested 4JunJun: Overdue 2JulJul: Overdue 3Jul: Successful 2AugAug: Successful 1Aug: Unsuccessful 1SepSep: Overdue 3Sep: Requested 1OctOct: Other 2
Engagements per month by status
MonthOtherOverdueRequestedSuccessfulUnsuccessful
Jan00000
Feb00000
Mar00200
Apr05100
May01400
Jun02000
Jul03020
Aug00011
Sep03100
Oct20000
Alerts
  • 2Other
  • 14Overdue Engagements
  • 8Requested Engagements
  • 3Successful Engagements
  • 1Unsuccessful Engagements

Interactive illustrative example, not real learner data. Click a status in the legend to show or hide it.

Early intervention

Spot slipping learners early

Engagements make sure a learner is on track to achieve, and act as a mechanism for early intervention. When engagements are overdue, Neuvex flags it on the learner record, alongside actual and expected progress, so you can step in sooner.

  • Overdue engagements flagged on the learner record
  • Actual progress shown against expected progress
  • Step in early, before a learner falls behind
Learner overview
Attention
3 overdue engagements
3Overdue engagements
42%Progression
Actual progress42%
Expected progress61%
Off-the-job progress38%

Illustrative example, not real learner data.

What an engagement covers

Reviews that keep learners on track

Tutor and learner

A review between a tutor and a learner, focused on how the learner is getting on.

Tutor, employer and learner

A joint review that brings the employer into the conversation too.

Progress and actions

Each engagement covers the progress being made and any associated actions.

How it works

From plan to follow-up, in one place

1

Plan

Add an engagement, connect the people involved and set the planned date.

2

Hold

Hold the review between tutor and learner, or tutor, employer and learner.

3

Record and follow up

Capture notes, attachments and actions, and keep track of alerts such as a signature.

Why it helps

Built to keep learners on track

Managed fully in Neuvex

Plan, record and track engagements without leaving the application.

Early intervention

Overdue engagements are flagged, so you can step in before a learner falls behind.

Keep to the 12-week minimum

See what is planned and what is overdue, so reviews don't slip past 12 weeks.

Everyone connected

Tutors, employers and learners are connected to each engagement.

Notes, attachments and alerts

Keep notes and attachments with each engagement, with alerts for anything outstanding.

Filter and export

Filter your engagements and export them when you need to.

Frequently Asked Questions

Engagement questions, answered

An engagement is a review meeting between a tutor and a learner, or between a tutor, employer and learner. It focuses on how the learner is doing, the progress being made and any associated actions.
Reviews on an apprenticeship are expected to take place at least every 12 weeks. Neuvex helps you plan them and flags engagements that are overdue.
Engagements can be held between a tutor and a learner, or between a tutor, employer and learner. The people involved are connected to the engagement in Neuvex.
Yes. Neuvex lets your organisation manage engagements fully within the application, including planning them, recording notes and attachments, and tracking alerts and status.
Engagements make sure a learner is on track to achieve. Overdue engagements are flagged on the learner record, so you can see where a learner may be slipping and step in early.
Yes. You can filter your engagements and export them when you need to.
Book a demo and the Neuvex team will walk you through planning, recording and tracking engagements.

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See engagement management in action

Book a demo and we'll walk you through planning, recording and tracking engagements.