Institution Review Definitions

Each institution can configure its own progression review types and policies.

What you can do

Go to Settings or Review Definitions to:

  • Create and configure review types for your institution
  • Define decision thresholds and stages
  • Set required evidence for binding decisions
  • Configure event and action types
  • Upload policy documents and guidelines
  • Set applicable academic years

Configuration options

Review Type Settings: - Local name (e.g., "BSA", "Progression Review", "Advancement Assessment") - Description and purpose - Trigger months and timing - Binding decision indicator - Applicable academic year - Available learning outcomes for review - Active status

Decision Policy: - Number of decision stages (2 or 3) - Warning threshold - Decision threshold - Required evidence types before negative decision - Required evidence types before binding decision

Event & Action Types: - Create custom event types (meetings, warnings, referrals) - Create custom action types (tasks, assignments, appointments) - Set visibility (student-visible or internal) - Define decision stages

How it works

When a review is created for a student, the system uses the institutional definition to:

  • Determine which review type applies
  • Check policy requirements before allowing decisions
  • Enforce required evidence collection
  • Validate decision stages
  • Apply institutional thresholds

Scope

Definitions are scoped to institutions, so each organization can have different review processes and policies that match local regulations and requirements.