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Tutor Portal - Help Guide for Tutors

Created by tburrell

Edited July 2016 by Trish Banks of 64 08 August 2016

WEA’s Tutor Portal

Help Guide for Tutors

July 2016


Created by tburrell


Contents

Signing In to the Tutor Portal ........................................................................................ 4

Home screen / page (after sign-in) ............................................................................ 5

Alerts ................................................................................................................................ 6

Reminders (overdue paperwork) .................................................................................... 6

Notices / News Items ....................................................................................................... 7

Received with thanks ...................................................................................................... 8

Due soon.......................................................................................................................... 8

My Activities .................................................................................................................... 9

Activities in previous years ............................................................................................ 13

Course documents ........................................................................................................ 13

Course Information Sheets .......................................................................................... 14

Tutor Report Form ....................................................................................................... 22

Recently viewed ............................................................................................................ 26

Actions ........................................................................................................................... 26

Search All....................................................................................................................... 26

My Contracts ................................................................................................................ 28

Accepting a contract from the email link ....................................................................... 29

Declining a contract from the email link ........................................................................ 29

Accepting or Declining Contracts directly through the portal: ...................................... 30

Printing a contract.......................................................................................................... 32

My Claims .......................................................................................................................... 39

My Details ..................................................................................................................... 44

Personal Details ............................................................................................................ 44

Contact Details .............................................................................................................. 48

Security Details .............................................................................................................. 50

Training ......................................................................................................................... 52

Qualifications ................................................................................................................. 53

WEA Training................................................................................................................. 56

External Training / CPD................................................................................................. 57

Messages ...................................................................................................................... 59

Inbox .............................................................................................................................. 60

Searching for Internal Messages ...................................................................................... 61

https://www.youtube.com/watch?v=_Ul1a2AZF-Y

https://www.youtube.com/watch?v=UxAxyVIjTXQ

https://www.youtube.com/watch?v=3NLEJjICqiU

https://www.youtube.com/watch?v=tladI2WG-Sk

https://www.youtube.com/watch?v=M4uDErgclg0

https://www.youtube.com/watch?v=dPZADKeTTow

https://www.youtube.com/watch?v=hi3pftzk2Vs

https://www.youtube.com/watch?v=IHmWacYbrjs


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Signing Out of the Tutor Portal ......................................................................................... 62

Getting Help in the Tutor Portal ........................................................................................ 62

APPENDIX A – FLOWCHART FOR CREATING CISs ................................................... 63

APPENDIX B – FLOWCHART FOR CREATING TRFs .................................................. 64


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Signing In to the Tutor Portal

To sign in to the Tutor Portal enter its URL address https://tutorportal.wea.org.uk in your

browser (please include the “s” after “http” as this is a secure site), then click the “Sign

in” button at the top right of the screen:

Enter your email address and password then click the “Sign in” button:

From 1st August 2016 tutors will be required to use the Tutor Portal to create and submit

Course Information Sheets (CIS) and Tutor Report Forms (TRF). You will also be able

to accept your contracts via the portal. Your regional contacts will request an account

for tutors new to the WEA and you will be sent two emails, one with instructions on how

to log into the portal and one containing your password. Existing tutors will already

have been provided with an account and login details.

If you believe you should have access to the Tutor Portal but currently don’t, or you

have problems logging in, send an email to [email protected] requesting access

and including your details.

If you’ve forgotten your password, click the “Forgot your password?” link under the

“Sign in” button and follow the instructions given.

Note: The checkbox next to the “Sign

in” button is very important: Make sure

it is not ticked if you are using a public

computer that other people also use

(eg in a library or Internet café)

otherwise somebody else using the

same computer will be able to sign in

with your credentials and have access

to your personal and course

information.

(Also, make sure you sign out properly)

https://tutorportal.wea.org.uk/

mailto:[email protected]

https://www.youtube.com/watch?v=_Ul1a2AZF-Y


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Home screen / page (after sign-in)

After signing in, the button bar menu under the WEA logo fills with extra options for

finding what you need in the system and the “Home” screen of the Tutor Portal

displays.

The “Home” screen is divided into 4 sections: “Reminders”, “Notices / News Items”,

“Received with thanks”, “Due soon”:

Each of these sections displays useful information and reminders about activities /

courses you are about to teach / are teaching / have just finished teaching.

Anything that appears in the sections of your “Home” screen is also notified to you by

email. Your regional office also receives a copy of these notifications.

Note: A password for the Tutor Portal should be at least 8 characters long and include:

a capital letter,

a number, and

a non-alphanumeric character (such as an exclamation mark ! or hash symbol #).

https://www.youtube.com/watch?v=UxAxyVIjTXQ


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Alerts

Additionally, the Tutor Portal will send you alerts by email for the following:

Course Information Sheet (CIS) you need to complete online in the Tutor Portal

for a course you have indicated you are willing to teach (your organiser gets a

copy of this notification too),

Contract you will receive a contract for a course you have indicated you are

willing to teach, which you need to confirm acceptance of via the tutor portal.

Course pack sent by your regional office for a course you are about to start

teaching,

Incomplete enrolment forms being returned to you by your regional office for

full completion and sending back

Tutor Report Form you need to complete on the tutor portal for a course soon

to end.

Reminders (overdue paperwork)

The “Reminders” section of the “Home” screen after sign-in is updated daily and

displays information about the following types of paperwork you have not yet sent to

your regional office:

acceptance of contracts (before a course is due to start – from 1st August

2016 contracts will need to be accepted via the tutor portal)

overdue enrolment forms (after week 2 of a course, or asap for late

enrollers),

interim register tear-off (pink) slips (after week 2 of a course),

final registers (immediately after a course finishes),

tutor report forms (TRFs) (immediately after a course finishes).

If a scroll bar appears down the right hand side of the “Reminders” section it means

there are more reminders than can fit into the section and you need to scroll down to

see the remainder.

If you have a query, we would recommend that you wait until after 3pm to give

course administrators in your regional office time to enter information onto the

system about paperwork received that morning. This could change the status of your

course / contract / claim / CIS / TRF and mean that you no longer need to contact

them.

Once you’ve read a reminder, click the checkbox at the start of its row. The Tutor

Portal will then remove it from the “Reminders” section when you move to another

screen of the portal or click the Refresh icon of your web browser:


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Your regional office will chase up any outstanding paperwork not yet received from

you within 14 days of either your course start date or end date, depending on what

paperwork is missing.

Note:

As the Tutor Portal is further developed, in the future you will be able to:

click the “contact your organiser” text of a reminder to automatically link to

the Tutor Portal’s internal messaging system and send the organiser a

message about the paperwork for that particular course,

click the activity reference number of a course / activity to automatically link to

it.

Notices / News Items

Occasionally, the WEA may wish to send a broadcast message announcing

important information for tutors, such as when the WEA will be closed for Christmas,

when Online Enrolments will start, important news on the WEA’s website etc. These

will appear in the “Notices / News Items” section of the “Home” screen.

Announcements in this section will be automatically removed after 7 days. However,

if you wish to keep a reminder of an announcement you can move it from the

“Notices / News Items” section to the “Reminders” section of the “Home” screen by

clicking the “Remind Me” button to the right of the announcement:


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Received with thanks

The “Received with thanks” section of the “Home” screen after sign-in is updated

daily and displays information about your sent course paperwork received by your

regional office, such as:

Signed contracts for activities you’re teaching / are about to teach

(acceptance is only via the tutor portal from 1st August 2016)

Enrolment forms for each course you’re teaching / have just finished

teaching,

Interim register tear-off (pink) slips for courses you’re in the process of

teaching,

Final registers for courses you’ve recently finished teaching,

Tutor Report Forms for courses you’ve recently finished teaching.

The notifications will stop displaying in this section after you’ve indicated you’ve read

them by ticking the checkbox for each, and thereafter be viewable in the “Messages”

section of the Tutor Portal:

Due soon

The “Due soon” section of the “Home” screen after sign-in gives you advance notice

about the following paperwork that is due for sending in to your regional office:

enrolment forms and interim register tear-off (pink) slip (should be sent

immediately after your 2nd session),

final register and end of course paperwork (Individual Learning Plans

(ILPs), “Tell Us About It” forms, Tutor Report Form (TRF) etc) (3 days before

your course is scheduled to end).


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My Activities

You can view information about the courses, tasters and short activities you are

teaching / have taught for the WEA by clicking “My Activities” on the button bar below

the WEA logo after sign-in then clicking one of the links on the “My Activities” menu.

The links are categorised under 4 headings:

“Activities This Year” / “Activities In Previous Years” / “Course Documents” /

“Recently Viewed”:

Activities this year

The links under the “Activities This Year” heading relate to the “Status” possibilities of

activities for the current academic year (for the WEA this starts on 1st August) and are:

Note: You can also find details of “Cancelled” activities, or all activities for all

years, via the “Search All” link at the bottom of the “My Activities” menu on the

button bar across the top of the screen.

https://www.youtube.com/watch?v=3NLEJjICqiU


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“All” / “Proposal” / “Approved” / “In Progress” / “Completed”.

You can click a status link on the “My Activities” menu to see a table of your activities

currently of that status in the system, or click “All” to see a table of all your activities for

the current academic year:

Possible “Status” values for an activity

An explanation of each possible “Status” for an activity displays under a table of

activities:

“Proposal”: Your organiser is currently preparing the course details.

“Approved”: your regional office has processed the course details and your

course paperwork will be with you soon.

“In progress”: the course has started and we have received your week 2

paperwork.

“Completed”: the course has finished and we have received your final

paperwork.

“Cancelled”: the course has been cancelled.

Reordering rows and resizing columns in an activity table

The rows in a table of activities can be reordered by clicking the column header text

of the column by which you wish to reorder the activities, for example you can

reorder from A-Z (or Z-A) for text columns (such as “Ref”, “Name”, “Status”) or from

earliest to latest (or latest to earliest) for date columns (such as “Start Date”, “End

Date”).


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To resize a column, hover your mouse over the dividing line that separates 2

columns then click and drag the line to the left (to make narrower) or to the right (to

make broader).

Viewing an activity’s details

To view an activity’s details, click its “View” link in the right hand “Action” column of

the activity table (which appears after clicking a link under the “Activities This Year”

heading of the “My Activities” menu). A pop-up box similar to the following appears

(you cannot edit the details of an activity):

Actions for activities

Hovering over or clicking the “You can now perform the following actions” link

under the activity’s details displays a sticky pop-up menu with options to create or

view any of the following documents related to that activity:


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The “Actions” menu options are:

“1. Course Information Sheet” When your course organiser / learning manager

adds a new activity / course to the WEA’s management information system and ticks

a box to say a CIS is required for it, “(Required)” will display at the end of this menu

option. Once the end date of the course arrives and / or you have submitted a CIS,

“(Required)” will not display. For step by step help on creating CISs see the

“Course Documents” section below.

“2. Tutor Report Form” After the end date of a course has arrived, you are required

to fill out and submit a “Tutor Report Form” for the course. “(Required)” will display

at the end of this menu option to remind you that this course has ended and you

have not yet submitted the TRF. Once you’ve submitted the TRF “(Required)” will

not display. For step by step help on creating TRFs see the “Course Documents”

section below.

“3. Contracts” You can view the contract(s) created for you for a course you are

teaching / activity you are undertaking. From 1st August 2016 you will be required to

accept your contracts via the tutor portal. The number in brackets at the end of this

menu option tells you how many contracts have been set up for you for the course /

activity. For information on viewing “Contracts” see the “My Contracts” section

below.

“4. Claims” You can view the claim(s) created for you for a course you are teaching

/ activity you are undertaking. The number in brackets at the end of this menu option

tells you how many claims have been raised against the course / activity (either

automatically via monthly Autopay or upon submission of a claim by you for the

course / activity). For information on viewing “Claims” see the “My Claims” section

below.

You can close the “Actions” sticky pop-up menu by clicking the “X” at its top right

corner.

You can close the “Activity Details” box by clicking the “X” at its top right corner.

Note: You will also receive:

an alert message 5 days before the scheduled end date of your course

reminding you that you need to complete the TRF online in the Portal,

and

a reminder 14 days after your course’s scheduled end date if you

haven’t yet completed it online.


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Activities in previous years

Activities for the 4 years prior to the current year are available for viewing by clicking

one of the year links under the “Activities in previous years” heading of the “My

Activities” menu. A table of activities similar to the one mentioned above, but for the

clicked year only, appears.

Course documents

At the time of writing this guide there are 2 types of document you are able to create in

the Tutor Portal:

“Course Information Sheet” (CIS)

“Tutor Report Form” (TRF)

The CIS goes through an approval process in the system during which your Tutor

Organiser / Learning Manager views what you’ve submitted and either approves or

rejects it. The TRF goes through a review and commenting process and you can view

the comments added by your Course Organiser / Learning Manager. See Appendix A

for a flowchart of the CIS workflow process and Appendix B for the TRF process.

You don’t have to finish either of these documents in one go when creating them in the

system. You can save what you’ve done so far (by clicking the “Save” button) then

return to them later to finish off and submit them (by clicking the “Submit” button).

Tip: As the portal times out after 20 minutes of inactivity it is good practice to save after

completing each section.


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Course Information Sheets

Clicking “Course Information Sheets” under the “Course Documents” heading

of the “My Activities” menu displays a table of your activities for the current

academic year (ie those with a start date between 1st August and 31st July,

irrespective of their end date):

Hovering over a row changes the colour of the text. Clicking a row (not a link in

the “Action” column) highlights the row.

The right hand “Actions” column of the table can display the following options:

“Create” - Clicking a “Create” link in the “Action” column enables you to

create and submit for approval a CIS for that activity (full step by step help

is below).

“View” - Clicking a “View” link in the “Action” column enables you to view

the CIS you’ve already created for that activity.

“Edit” – clicking an “Edit” link in the “Action” column enables you to edit

an activity’s CIS if its status is “In Progress” (ie you’ve started to create

the CIS but not yet completed and submitted it) or “Rejected” (ie your

learning manager / course organiser has reviewed your submitted CIS

and wants you to edit it).

“Not Applicable” - If an activity displays in the table and no CIS is needed

for it, “Not Applicable” shows in the “Action” column for that activity.

Status possibilities of CISs are: “Not required” / “Required” / “In Progress” /

“Submitted” / “Approved” / “Rejected”. There’s an explanation box under the

table for each:

https://www.youtube.com/watch?v=tladI2WG-Sk


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“Not required”: a CIS is not required for this course,

“Required”: a CIS is needed for this course; please click on “Create” to

complete it,

“In Progress”: you haven’t yet finalised the CIS (i.e. you’ve started it

and saved it in the Tutor Portal, but not yet submitted it for approval by

your organiser / learning manager),

“Submitted”: you have completed and submitted the CIS for this

course and it is now awaiting approval from your organiser,

“Approved”: your organiser has seen and approved the CIS and it will

be made available to (potential) students in due course (ie in the course

search facility of the WEA’s website and in the paper-based course pack

you receive from regional office).

“Rejected”: your organiser would like you to amend this CIS; they have

sent you an email explaining the problem.

Note: The “10” listbox under the table of activities enables you to set the number

of rows to show in the table on screen at the same time (choices are 10, 20, 30).

You can also move forwards and backwards by the default 10 rows at a time by

typing a number in the “Page” box under the table.

The contents of the table can be filtered by clicking buttons above the table (“To

be completed” / “Submitted” / “Approved” / “Not required” / “Previous

year”).

Clicking “To be completed” displays 3 different statuses: “Required”

CISs in the table (those you have yet to start), “In Progress” CISs (those

you have partially completed and saved but not yet submitted for

approval) and “Rejected” CISs (those your organiser / learning manager

has rejected, which you need to edit and resubmit).

Clicking “Submitted” displays “Submitted” CISs in the table (those you

have submitted for approval by your organiser / learning manager).

Clicking “Approved” displays “Approved” CISs in the table (those

approved by your organiser / learning manager).


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Clicking “Not required” displays activities in the table for which CISs are

not required for this year.

Clicking “Previous Year” displays your CISs submitted in the academic

year before the actual current year.

Clicking “All This Year” redisplays all CISs for the current academic year

again (if you’ve filtered the table using one of the other buttons).

Note:

A “Next year” button will also start displaying above the table, once the WEA

starts requesting this information (around March time).

Searching for CISs using the Search facility

There may be times when the buttons provided above the CIS table don’t enable

you to find what you’re looking for, for example a CIS from 2 or 3 years ago, or

you want to quickly find a CIS based on the title of the course it relates to.

For such cases, you can click the “Search Again” button under the “Course

Information Sheets Search Results” table to display the following search

screen in which you specify your search criteria:

“14-15” Example:

As an example, to find all activities for which a CIS was required for the 14-

15 academic year you would choose “14-15” from the “Academic Year” field

of the search screen, leave the “Status” field at its default of “[Please

select]” then click the “Search” button.


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How to create and submit a Course Information Sheet (CIS):

1. Click the “Create” link in the “Action” column of a table of activities for which a CIS is

required (or click “1. Course Information Sheet” on the sticky pop-up menu of an activity being viewed).

2. On the form that appears, the information about the activity is listed (but is not editable) at the top:

Under this information there is a series of expandable / collapsible sections containing the following fields which you need to fill out in order to create the CIS for this activity. If a red asterisk appears next to the text of the section headings this indicates that the field

is required and currently is blank:

Course Aims

Who is the Course For?

Course Description

What Topics will this Course Cover and how will they relate to the themes for

this course?

What will it be like?

How will I know I’m making progress?

What else do I need to know, do or bring?

Reading and Information Sources

What could this course lead to?

3. Initially only the “Course Aims” section is expanded, however you can click the

“Expand All” button to expand all sections and quickly click into each field to fill out the

details in each. (The “Expand All” button changes to a “Collapse All” button so you can quickly scroll up and down again). Alternatively, you can click each section’s header text individually to expand one at a time:


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4. Under the expandable / collapsible sections of fields is a series of action buttons, each of which is explained in the table below. In particular, you may wish to use the “Copy”

button to copy information from a previous CIS into your new one:

Button Description

“Save” If you need to save what you’ve entered on the CIS form so far, so that you can return to it later then finish and submit it, click the “Save” button. This will change the

status of the CIS to “In Progress” so you can easily find partially completed CISs in the table of activities later.

Tip: It’s a good idea to get into the habit of periodically clicking the “Save” button as you’re creating your CIS (so you don’t lose what you’ve done so far, in case the server

goes down or you lose web access unexpectedly). The Portal will time out after 20 minutes of inactivity and will not automatically save your work.

“Submit” Once you’ve filled in the fields on the CIS form, click the

“Submit” button to save and submit it for approval by your organiser. This will change the status of the CIS to “Submitted” (and once your organiser has read the CIS its

status will be changed to either “Approved” or “Rejected”. If rejected, your organiser will give a reason using the portal’s in-system messaging facility and you will receive

an email with this information, for example they may advise you that they will discuss this with you face to face or by phone. You will also see rejection information on the CIS

form itself when you view it). Note: A rejected CIS will not show on the “Home” screen after

sign-in, under any of the categories, eg “Reminders” or “Due soon”.

“Copy” Clicking the “Copy” button enables you to copy the CIS information from one of your previously submitted CISs to the one you are currently creating.


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1. After clicking “Copy”, specify your search criteria for finding the CIS you wish to copy from. You can

search based on “Activity Ref”, “Activity Name”, “Academic Year” and “Status”:

2. Click the “Search” button to see a table of results based on your entered search criteria.

3. Click the “Select” link at the end of the row for the CIS you wish to copy:

4. The information from the selected CIS will

automatically be entered into your current, blank CIS You should then edit the copied text to make it appropriate for the new cohort of students in the new activity / course. Your course organiser / learning manager is able to see if a newly submitted CIS matches exactly a previously submitted CIS.

Important: the Copy facility will only work on a new, blank, unsaved CIS.

“Print” You can click the “Print” button to print a copy of your completed CIS form for your own records / course file.

5. Click into the large white text box of the first expanded section and type (or edit if you’ve copied from a previous CIS) information appropriate for that field:


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6. When ready to move on to the next field click that section to expand it, click into the text box and type your information for that field. Repeat until you get to the bottom of the CIS form.

7. Once you’ve entered all your information in all the sections’ fields, click the “Save”

button then click the “Submit” button at the bottom of the CIS form to save and submit

your CIS to your organiser for approval. Its status will be set to “Submitted” until your organiser / learning manager either approves or rejects it. Once you have submitted your CIS you can no longer make changes to it unless it is rejected by your

Organiser/Learning Manager and returned to you.

8. If you want a hard copy of your completed CIS, click the “Print” button. The form will

appear on screen, ready for you to save it as a PDF document onto your computer and / or print it (Note: you must have the latest version of the free “Adobe Reader” programme installed on your computer):


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To save or print the form, hover over it so the following PDF Actions Bar appears along the bottom (assuming you have the latest version of the free Adobe Reader programme installed on your computer), , then do either of the following:

Click the “Save” (floppy disk) icon (the first one on the left of the bar), accept the default name “ReportExport.pdf” for the file or change it to a name that makes sense for your CIS form, then click the “Save” button.

Click the “Print” (printer) icon (the second one on the left of the bar), choose any

required printing options offered by the default printer associated with your computer, then click the “Print” button.


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Tutor Report Form

At the end of every course you teach you are required to submit a “Tutor Report

Form” (TRF) to let your organiser and the WEA know how your course went. You

are now required to do this electronically in the Tutor Portal.

Clicking “Tutor Report Form” under the “Course Documents” section of the “My

Activities” menu displays a table of activities for which a TRF may or may not be

required for the current academic year:

If a TRF isn’t required for a particular activity, the “Status” column of the table

displays “Not Required”. If a TRF is required for an activity, its “Status” displays

one of the following values as it makes its way through the work process:

“Required” – if you are fully using the Tutor Portal, you have not yet started

to create the TRF in it,

“In Progress” – you have started to create the TRF in the Tutor Portal, have

saved it but have not yet submitted it for review and commenting on by your

organiser / learning manager,

“Submitted” – you have created the TRF in the Tutor Portal and submitted it

for review and commenting on by your organiser / learning manager,

“Completed” – your submitted TRF has been reviewed and commented on

by your organiser / learning manager. You will receive an email with a link to

view the comments and any action points.

“Not Required” – a TRF is not required for the particular activity.

“Not yet due” – a TRF is required for a future course with an end date still

some way off.

Note: To display all TRFs for all years, click the "Search Again" button below the

table, choose "[Please Select]" for the academic year, then click the "Search"

button.


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How to create and submit a Tutor Report Form (TRF):

There are several ways to create a TRF for an activity in the Tutor Portal, depending on where you are in the system (see below for 2 ways).

Way 1:

1. After signing in, click “My Activities” then “Tutor Report Form” on the button

bar menu to see a table of your activities for the current academic year for which TRFs may or may not be needed.

2. Click the “Create” link in the table’s right hand “Action” column (for an activity for which a TRF needs to be created).

3. Fill out the TRF form. The top section shows the activity’s details which you

can’t edit. The bottom section shows a collapsed series of expandable sections containing fields you need to complete. You can click the “Expand All” button to quickly expand all sections in one go, then click into each of the fields to complete them.

There are four sections; Outcomes for students, Teaching and Learning Approaches, Student Feedback and Sharing Good Practice.

Outcomes for students requires you to input the numbers achieving or not achieving their learning outcomes, together with short narratives on learning and progression.


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Teaching and learning approaches requires short narratives showing examples of

good practice or any issues encountered, together with opportunities to request training or support in particular areas.

Note: Student Feedback boxes will only accept numbers.

The final section for tutors to complete is sharing tutor practice. This section asks for a short narrative on what worked well, what didn’t work as well and any training that you feel would be beneficial.


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The section “Learning Manager or Organiser comments / action

points” contains fields that only your organiser / learning manager can complete (in an online system connected to the Tutor Portal):

Once your organiser has entered their comments and any action points you will receive an email with a link to view them in the Tutor Portal.

4. Click the “Submit” button under the fields at the bottom of the TRF form to

save and submit it for review and commenting on by your organiser / learning manager. The status of the TRF will automatically be changed to “Submitted” (and once your organiser has reviewed and commented on it, its status will be changed to “Completed”).

Notes re buttons on the TRF form:

“Save”: As the TRF is a large form, it is good practice to get into the habit of periodically clicking the “Save” button at the top or bottom of the form so

that what you’ve completed so far is saved in case the server goes down, you lose your web access or you don’t have time to complete the form in one sitting. The status of the TRF will become “In Progress” after you click the “Save” button. This will help you to find a partially completed TRF in the system later.

“Submit”: When you’re ready to submit your TRF to your course organiser

/ learning manager, you can click the “Submit” button. This will automatically save the form and notify your organiser by email that it is ready for review and commenting on.

“Print”: If you wish to print a hard copy on paper of the TRF for your own

records, you can click the “Print” button (make sure you’ve clicked the “Save” button first) to see a PDF version of the TRF on your screen. Note:

You must have the latest version of the free “Adobe Reader” programme installed on your computer to view and print the PDF.


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Way 2:

1. In an activity being viewed, click or hover over the “You can now perform the following actions” link at the bottom.

2. Click “2. Tutor Report Form (Required)” on the sticky pop-up menu that appears.

3. Fill out the TRF form (see Way 1 above, from step 3 onwards).

Recently viewed

Under the “Recently viewed” section of the “My Activities” menu you can click a link

to open one of the last 4 activities you’ve recently viewed in the system. The “Activity

Details” screen appears, with non-editable information about the activity and a link at

the bottom to perform certain actions:

Actions

Hovering over or clicking the “Perform the following actions” link at the bottom of

the activity being viewed opens a sticky pop-up menu of information you can view

and / or submit about the activity (you can close the menu by clicking the “X” button

at its top right corner). See the previous section “Actions for activities” for further

information.

Search All

The “Search All” option on the “My Activities” menu displays a series of search criteria

fields:


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You can filter your search of activities based on the following options:

“Activity Ref”: If you know the activity reference number of the activity whose

details you wish to view, type it into the “Activity Ref” field.

Note: You can use the wildcard character “*” (asterisk) to represent one or more

characters. For example if you tutor for more than one WEA region you could

search for all activities in only one of the regions by filtering your search based

on its 2 character code at the start of the activity reference number, eg “C36*”

would find only those activities for the region whose code is “36”.

“Activity Name”: If you wish to view the details of a particular activity, type its

name, or part of its name, into the “Activity Name” field. You can use the

wildcard character “*” (asterisk) to represent one or more characters.

“Academic Year”: If you leave this listbox at the default “[Please Select]” then

all years will be searched through, otherwise choose an academic year option

from the listbox.

“Status”: The “Status” listbox contains the options: “Approved”, “Cancelled”,

“Completed”, “In Progress”, “Proposal”. If you leave this listbox at the default

“[Please Select]” then all statuses will be searched through.

Once you’ve entered your text and / or selected your choices in the search criteria

fields, click the “Search” button at the bottom. A table of activities matching your

search criteria will appear:

To view the details of one of the found activities, click the “View” link in the right hand

column of that activity’s row.

If you wish to perform another search, click the “Search Again” button under the table.


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My Contracts

From 1st August 2016, all tutors and development workers will need to accept or

decline contracts via the tutor portal. Other sessional staff (e.g. support workers) will

be able to choose to receive their contracts via the portal or continue to receive them

via email.

When a contract is set up, an automatic email is generated to the tutor to accept or

decline the contract. The emails are generated throughout the day and sent to tutors

after 6.00pm the same day.

Click the direct link from the email as indicated above to access the Tutor Portal, log in

using your registered email and password, and this will take you directly to the contract

to which the email refers.

You will be given the choice of ticking accept or decline at the top of the page,

above the box that contains all the details of the contract.

https://www.youtube.com/watch?v=M4uDErgclg0


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Accepting a contract from the email link

Tick the accept box and you will then be required to indicate how you wish your

holiday pay to be paid:

Click ‘here’ to read the terms and conditions of the contract before ticking the box

to confirm your acceptance. (The terms and conditions will open up in a new

window).

Once you have ticked to confirm your acceptance of the terms and conditions of

the contract, the status of the contract will change to ‘Contracted’.

Declining a contract from the email link

Should you not be able to accept your contract, you must indicate that you wish

to decline it. Click on the Accept/Decline Action in the contracts list and tick the

decline box on the next screen.

You must state a reason for declining your contract:

If you decline your contract a message will be sent to your Organiser or Learning

Manager to indicate that there is a problem and a status of declined will show

against the contract. Depending on the reason the contract is declined, the


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organiser will cancel the course or amend the course details and the contract will

be reissued. You can then accept the contract as above.

If an amendment to a contract occurs after the start of a course your contract will be

amended and the new details will show in the tutor portal. Check the details carefully

but there is no need to accept the contract again.

Accepting or Declining Contracts directly through the portal:

The “My Contracts” button displays a menu of links under the headings “This Year”,

“Previous Years” and “Recently Viewed”:

This year

The links under the headings relate to the possible statuses for a

contract: “All” / “Offered” / “Contracted” / “Completed” / “Cancelled”

Click “All” to see a table of all contracts for the current year only. (To see all

contracts for all years, use the “Search Again” button below the table):

A key below the table explains what each possible “Status” for a contract means:

Note: If you wish to view your “Provisional” or “Proposed” contracts you can use the “Search All” option at the bottom of the “My Contracts” menu.


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The contracts in the table can be reordered alphabetically (from A to Z or Z to A for

text type columns, eg “Activity / Training”, “Type”, “Status”) or numerically (from

lowest to highest or highest to lowest for number type columns, eg “Start Date”,

“End Date” and “Total”) by clicking the column header text of the column you wish

to use for reordering purposes. You can also resize the columns of the table.

To view a contract click the “View” link in the right hand “Action” column. A

movable and resizable pop-up box appears on screen with a link at the bottom to

perform actions concerning the contract:


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To accept or decline an offered contract, click on the Accept/Decline link under

the actions column in the contracts list and follow the steps outlined above.

Printing a contract

To print an accepted contract, click the ‘print’ action in the sticky menu at the

bottom of the contract window:

The print function will create a PDF document of your contract which you are

then free to print or save as required.

Other Actions

Click or hover over the “You can now perform the following actions” link at

the bottom of the contract’s details to see a sticky menu of options. The

availability of actions is dependent on the status of the contract:

The first possible action when viewing a contract’s details is to view the claims

raised against the contract.

Clicking the “1. Claims” link closes the “Contract Details” pop-up box and

displays a table of claims made against the just viewed contract:

If there are no claims for the contract just viewed, the "Search My Claims” table

will be empty and “No claims found” will appear at the bottom right of the table.


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If claims are found for the contract just viewed, they will display row by row in the

“Search My Claims” table. To view a claim’s details, click its “View” link in the

right hand “Action” column.

The second possible action when viewing a contract’s details is to raise a query

or request a change concerning it.

Clicking the “2. Raise query or request change” link dims the contract’s details

and displays a “Contract Query” section in the “Contract Details” pop-up box in

which you can enter text to send via the Tutor Portal’s internal messaging

system. After typing your text, click the “Send” button below the query’s text box:

Note:

To return to the just viewed contract’s details after clicking

the link on its “Actions” sticky menu to view its claims, click

on “My Contracts” on the button bar across the top of the

screen, then click the topmost contract under the “Recently

Viewed” heading.


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The query / requested change will be picked up by your regional office and

replied to within 3 working days according to your region’s procedures.

Note: Your regional office will not use the Tutor Portal’s in-built messaging

facility to send you an email concerning contract queries.

A confirmation message appears on screen after clicking “Send”. Click “OK” to

close it and return to the “Contract Details” pop-up box:

To close the “Contract Details” box click the “X” at its top right corner.

Note:

You can close the “Contract Query” box by clicking the “X” at its top right corner. If

you can’t see the “X” by default, you need to widen the “Contract Details” pop-up

box (inside which the “Contract Query” box is showing) by dragging its right hand

edge across to the right on your screen.

Previous years

Under the “Previous Years” heading of the “My Contracts” menu you can see

links for the 4 years previous to the actual current one. Clicking a year opens a

table of contracts for that year on screen. (Note: To see a table of all your

contracts for all years, you can click the “Search Again” button below the table and

specify “[please select]” as the value for the “Year” field).

“2014” Example:

Clicking “2014” under the “Previous Years” heading would display your

contracts for activities in the academic year 2014-15 (ie those contracts with a

start date between 01/08/14 and 31/7/15), similar to the following:

Recently viewed


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Under the “Recently Viewed” heading of the “My Contracts” menu you can see

the contract numbers for up to the last 4 contracts you’ve viewed in the Tutor Portal

(however if you don’t sign out of the Tutor Portal properly, the “Recently Viewed”

list will show the last 4 viewed of your most recent properly signed out session):

Click a recently viewed contract’s number to open its details on screen (not in a

pop-up box). You can see information such as:

Reference number of contract

Name of course the contract relates to

Type of contract (course, development etc),

Status of contract (provisional, proposed, offered, contracted, completed,

cancelled),

Date contract was received by your regional office,

Start and end dates for the contract,

Holiday preference (end of course, ad hoc, monthly)

Whether the contract is an Autopay one (where you are automatically paid

monthly without the need to submit a claim form),

The number of hours you are contracted for,

Rate of pay for the contract,

The amount the contract is for,

The amount already paid to you (claims paid total),

The amount still to be paid to you (balance outstanding),


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As mentioned in the previous section, you can hover over or click the “perform the

following actions” link below the contract’s details to see the sticky pop-up menu

of options (for seeing the claims for the contract or sending a query / change

request).

Search All

Clicking the “Search All” link at the bottom of the “My Contracts” menu displays a

number of “Search Criteria” options on screen:


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You can search for a particular contract based on:

“Contract Ref” (type its reference number in the field)

“Status” (choose one from the listbox:)

“Activity Ref” (type any activity reference number in the field)

“Activity Name” (type any activity name in the field)

“Activity Type” (choose one from the listbox:)

“Contracts Starting between” (type a from date in the field or click the box (or

the Calendar icon to the right of the box) and click a starting date) “and” (type a

to date in the field or click the box (or the Calendar icon to the right of the box)

and click an ending date: ).

Note: You can go backwards and forwards a month at a time in a Calendar by

clicking the Back arrow to the left of the Calendar’s month and year, or the

Forward arrow to the right of the Calendar’s month and year. To return to the

current month and year simply click the date box in the list of “Search Criteria”

again.

“Academic Year” (choose one from the listbox)

Note: To quickly delete any text entered in one of the “Search Criteria” fields, click the

“X” that appears at the right hand side of the field when you click into it:

Click the “Search” button under the criteria options once you’ve entered / selected your

required criteria. Anything found in the system that matches your search criteria will be

displayed:


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To view the details of a found contract, click the “View” link in the right hand “Actions”

column of the contract’s row.

To perform another search, click the “Search Again” button under the table of search

results.


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My Claims

Clicking the “My Claims” button on the button bar under the WEA logo after signing in

to the Tutor Portal displays a menu with 3 headings: “This Year” / “Previous Years” /

“Recently Viewed”:

This year

You can view a table of your claims for the current year by clicking one of the links

under the “This Year” heading of the “My Claims” menu. The links are: “All”, “Last

Month” and “Previous Month”. The table displays one row for each claim made /

paid per contract per activity taught:

A key under the table explains the possible statuses (“Being processed” and

“Paid”) and how to differentiate autopay (asterisked) claims from others for a

contract.

Clicking “All” shows all your claims for the current WEA academic year only:

(Note: To see all your claims for all years, use the “Search All” link at the

bottom of the “My Claims” menu).

Clicking “Last Month” shows any autopay claims, and timesheet claims

manually submitted, which have a claim end date in the month before the actual

current month, for example if the current month is September then last month

relates to any claims with a claim end date of between 1st and 31st August.


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Clicking “Previous Month” shows any claims, autopay and timesheet, which

have a claim end date in the month before last month.

Table headings can be clicked to reorder rows alphabetically from A-Z or Z-A (for

text type columns, eg “Activity Ref” or “Status”) or from earliest to latest or latest to

earliest (for number type columns, eg “Claim Month”).

The “Status” of a claim can be any of the following:

“Being Processed” = claim has been entered on the system and is now

being processed.

“Paid” = claim has been processed for payment and will be paid on the

15th of the month.

“Cancelled” = claim has been cancelled so won’t be processed. (Note:

A claim might be cancelled if it was duplicated or entered in error).

Click the “View” link in the right hand “Action” column of the table to see a

claim’s details in a resizable and movable pop-up box:

Note: the “Claim Month” relates to claims with a claim end date any time during

that month. For example, if the claim end date is between 1st and 31st July

2016 the claim month will be July 2016.

Actions

The “Actions” sticky pop-up menu displays when you hover over or click the

“You can now perform the following actions” link at the bottom of the “Claim

Details” pop-up box:


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The “Actions” menu contains the following options:

“1. Go to Contract”

Displays details of the contract to which the currently viewed claim relates,

plus a link to display a pop-up menu of further actions for the contract (ie “1.

Claims” and “2. Raise query or request change”).

“2. Raise query about this claim”

Dims the claim’s details and brings up a “Claim Query” box for entering text

to send to your regional office (simply type your text in the box then click the

“Send” button):


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Note:

As the Tutor Portal is further developed, you will in future be able to choose

the type of claim query you wish to make (“Expense query”, “Claim query”,

“Prior Approval” or “Other”).

After clicking “Send” you will see a confirmation message; click “OK” to close

it and see your claim details again.

Previous years

You can see links for the 4 years before the actual current one under the “Previous

years” heading of the “My Claims” menu. Clicking a link displays a table of claims

made and automatically paid during that academic year.

Recently viewed

You can see links to the 4 most recently viewed claims under the “Recently viewed”

heading of the “My Claims” menu.

Note: If you haven’t signed out properly from the system, the links will be for the 4

claims viewed before your last properly signed out session when using the Tutor Portal.

Search All

To see all your claims for all years, click the “Search All” link at the bottom of the “My

Claims” menu on the button bar across the top of the screen, specify “[Please select]”

for the academic year and “All months” for the claim month then click “Search”. A

table displays showing your claims for the current year, previous years and next year:


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The “Results Key” under the table tells you how to differentiate autopay (asterisked)

claims from those that you timesheet and submit manually.

Click “View” in the right hand “Action” column of the “Search Results” table to see the

details of a claim.

Click the “Search Again” button under the table of results to search for claims based on

selected criteria:

Claims fields that can be used to search for specific claims include: “Activity Ref”,

“Activity Name”, “Contract Ref”, “Claim Ref”, “Claim Month”, “Academic Year”,

“Final Payment”, “Status” and “Autopay”. Once you’ve made your choices and / or

entered your text in the relevant fields, click the “Search” button to see a table of claims

that match your search criteria.


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My Details Clicking “My Details” on the button bar displays a menu containing links to view your

“Personal Details”, “Contact Details” and “Security Details”:

Personal Details

Your personal details are comprised of current information provided by you previously

and held by the WEA. Apart from the “Employment Start” date, the fields on the

“Personal Details” form are of 2 types, those that must go through a request and

approval procedure and those that can be changed by you straight away:

https://www.youtube.com/watch?v=dPZADKeTTow


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Updating fields that require approval

Those fields that are included in the request and approval process are:

“Forename”, “Middle Name”, “Surname”, “Date of Birth” and “NI Number”.

1. If you need to request that the WEA make changes to the data in these fields, click the

“Request Change” button next to the field containing the empty or wrong data, fill out

the form that appears then click “Send”.

Example of request to change “Middle Name” data:

Example of request to change “Date of Birth” data:

Example of request to change “NI Number” data:

Note: If you enter an invalid NI Number, a message appears on screen asking you

to enter a valid one:


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Click “OK” to close the message, edit the NI Number in the field and click “Send”

again.

2. After clicking “Send”, a confirmation message appears informing you that an email will

shortly be sent:

The email is sent to your regional office who will respond according to their processes

and procedures.

3. Click “OK” to close the email request message and see your personal details again.

Updating fields that don’t require approval

1. For those fields of your personal details which do not require approval, you can update

them by clicking the “Update” button at the bottom of the “Edit your Personal Details”

screen. This makes the following greyed out listbox fields editable:

“Gender”: Click the box and choose “Male” or “Female” from the list that

appears:


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“Ethnicity”: Choose an option from the list:

Note: If you don’t wish to classify your ethnicity you can choose “Not

provided” in the list. However, we would encourage you to provide this

information as it helps with our equality and diversity reporting obligations to

ensure that everyone is treated equally. If you specify “[Please select]” as

your choice, when you save your changes you will see an error message

informing you that you must complete the field:

Click “OK” to close the message box, click the “Update” button to make the

field editable again, and choose your answer.

“Physical Disability”: Choose an option from the list, either “No”, “no

answer” or “Yes”:

If you leave the option as “[Please select]”, when you save your changes

you will see an error message informing you that you must complete the

field:


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Click the “OK” button to close the message, click the “Update” button to

make the field editable again, and choose your answer.

“Learning Disability”: As per “Physical Disability” above.

2. When you’ve made your choices, click the “Save” button at the bottom of your personal

details.

Note: The “Employment Start” field is the only one on the “Personal Details” form

that isn’t editable. You can click the “Important Information” button next to the field for

an explanation of what your employment dates with the WEA mean:

Contact Details

You can make changes to the information the WEA holds about your address,

telephone number and mobile number. To do so, click “My Details” on the button bar

across the top of the screen, then click “Contact Details” on the menu that appears. A

form with current information provided previously by you displays:


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1. Click the “Update” button below the currently held details. This enables use of

the “Find Address” button and makes the fields in the “Contact Details” form

editable.

2. Click into the field you wish to change. To quickly delete the text in a field, click

the “X” that appears at the right hand side of the field when you click into it, then

type your new information.

3. To check the postcode entered, click the “Find Address” button.

a. If your postcode isn’t found a message will appear on screen informing

you that no matches have been found:

Click the “Close” button and enter a valid postcode.

b. If your postcode is found, select the correct address from the matches

found then click the “Select” button under the list of matching addresses:


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The new address will be entered into your “Address” and “Town” fields on

your “Contact Details” form.

4. To save your changes, click the “Save” button at the bottom of the form.

Note: Clicking “Important Information” displays a text box with information about

emails that are used for notifying you about Tutor Portal related activity.

Security Details

The “Security Details” form consists of fields of data that are required for you to

securely access the Tutor Portal.

Click “My Details” on the button bar across the top of the screen then click “Security

Details” on the menu to open the form:

You can change the following security details about yourself by clicking the “Change”

button next to the field you wish to edit:

“Email”: In the “New Email” field, enter a valid email address that the Tutor

Portal will use for sending you automatic messages at specific times or when

specific actions have occurred / been carried out, enter the same email address

in the “Confirm Email” field, then click the “Update” button:

Notes:

The email address you enter / change here for use by the Tutor Portal can

be different to the one used for your payslips.

If you have a WEA email address registered then you must use this for portal

access.


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When you change your email address, the system notifies your regional

office.

“Password”: In the “Old Password” field, enter your current password for

accessing the Tutor Portal (it will be encrypted on screen as a series of dots), in

the “New Password” field, enter what you wish your new password to be (it must

be of the required length and containing the required types of characters (see the

“Signing in to the Tutor Portal” section at the beginning of this guide for further

information) and will be encrypted on screen as a series of dots), enter your new

password again in the “Confirm Password” field (it will be encrypted on screen

as a series of dots), then click the “Save” button:

“Security Question” and “Answer”:

You can change the security question that the system will ask you if you forget

your password and use the link on the sign-in screen to request a new one.

1. Click the “Change” button to the right of the “Security Question” field. The

“Change Security Question” form appears:

Note: If you mistype your new password in the “Confirm Password”

field, a message appears:

Retype your new password in both the “New Password” and “Confirm

Password” fields then click “Save” again.


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2. Choose an option from the “New Security Question” listbox:

What was your 1st pet’s name? or

What was your mother’s maiden name?

3. In the “Security Answer” field, type the answer you will provide when asked

the chosen question.

4. Click the “Save” button to save your changes and return to the “Security

Details” screen.

Training

The “Training” menu contains options for viewing details held about your teaching

qualifications and training / CPD events you have attended. You can also notify the

WEA of any updates to your knowledge and skills so that these are reflected in the

system. The 3 options on the menu are:

“Qualifications”

“WEA Training”

“External Training / CPD”

https://www.youtube.com/watch?v=hi3pftzk2Vs


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Qualifications

Click the “Qualifications” link on the “Training” menu to see 2 tables of

information the WEA currently holds about you:

“Teaching qualifications”

“Subject qualifications”

If you spot any errors or omissions you can make changes to the information.

Making changes to your existing teaching qualifications

1. Click the pencil icon at the end of the row for the teaching qualification that

contains missing or incorrect information.

2. Make your required changes to the details then click the “Save” button:

Notes:

Any changes you make will be followed up within 3 days by your

regional office, who will ask you to provide proof of certification, for

example, if you change the “Status” of your teaching qualification from

“Working Towards” to “Achieved (unverified)”. Once your regional

office has seen your certificate, and photocopied it for their records, they

will change the “Status” of your qualification to “Achieved (verified)”.

You will not see a notification on your “Home” screen regarding the need

to bring your certificate into your regional office.


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Making changes to your existing subject qualifications

1. Click the pencil icon at the end of the row for the subject qualification that

contains missing or incorrect information.

2. Make your required changes to the details then click the “Save” button:

Adding to your teaching qualifications

As you gain more qualifications over time you can add them to those already held

on the system.

Note: Any additions will be notified to your regional office who will follow up within

3 days and ask you to provide proof.

1. Click the “Add Teaching Qualification” button at the bottom left of the

“Teaching qualifications” table.


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2. Fill out the “Staff Teaching Qualification Entry” dialog box with the

following information:

a. “Teaching Qualification” (choose from the listbox)

b. “Year Awarded” (type the year you were awarded the qualification)

c. “Status” (choose an option from the listbox)

Adding to your subject qualifications

1. Click the “Add Subject Qualification” button at the bottom left of the

“Subject Qualifications” table.

2. Fill out the “Staff Subject Qualification Entry” dialog box with the

following information:

a. “Subject Qualification” (choose from the listbox)

b. “Subject” (choose from the listbox)

c. “Year” (type the year you gained the subject qualification or

experience)


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d. “Experience in School” (click the box to checkmark it if relevant)

e. “Experience in FE” (click the box to checkmark it if relevant)

f. “Experience in ACL” (click the box to checkmark it if relevant)

g. “Experience in Training Provider” (click the box to checkmark it if

relevant)

h. “Experience in University” (click the box to checkmark it if relevant)

i. “Experience Other” (type relevant information into the text box)

j. “Years Experience” (choose an option from the listbox for the

number of years you’ve been experienced or qualified in the subject)

k. “Status” (choose ‘achieved (unverified)’ or ‘working towards’)

WEA Training

You can review details of WEA training events you have been invited to. To do

this, click “Training” on the button bar across the top of the screen, then click

“WEA Training” on the menu that appears. A table of all WEA training you have

been invited to appears. You can change what displays in the table by clicking

one of the following buttons above it:

“This Year”,

“Last Year”,

“All Years”.

If you wish to view further details about any of the events listed, click the event’s

title in the “Event” column. A “Training Event” pop-up box appears:


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To close the “Training Event” pop-up box, click the “X” at its top right corner.

External Training / CPD

You can review information held by the WEA about any of your external training

events or CPD events / experiences. (Note: This is separate to any WEA training

events you have attended).

To do this, click “Training” on the button bar across the top of the screen, then

click “External Training / CPD” on the menu that appears. A table of all external

training events / CPD experiences you have notified us about appears:

You can edit the information currently held and add a new event / experience.

Editing existing external training events / CPD experiences

1. In a table of external training / CPD events, click the pencil icon at the end

of the row for the external training event / CPD experience you wish to

amend. An editable form appears, similar to the following:


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2. Click into the field(s) you wish to change then make your changes.

Note:

The “Supported by WEA?” checkbox should be clicked if the WEA

supported you financially to attend the event.

3. To save all your changes, click the “Save” button at the bottom left of the

form. (If you change your mind and don’t wish to make any changes you

can click the “Cancel” button at the bottom left of the form).

Adding a new external training event / CPD experience

1. Click the “Add new experience” button at the bottom left of the table of

events / experiences.

2. Fill out the fields on the form that appears:


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3. Click the “Save” button under the fields. (If you change your mind and no

longer wish to add this training event / experience, you can click the “Cancel”

button).

4. Your new external training event / experience will appear in the table:

Messages

The messages area of the Tutor Portal enables you to read any messages sent to you

for information or action either by the system automatically or by your course organiser.

You can view a list of “All” messages or only “Unread” ones by clicking the appropriate

link on the “Messages” menu:

https://www.youtube.com/watch?v=IHmWacYbrjs


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Inbox

The “Inbox” heading on the “Messages” menu contains 2 links: “All” and “Unread”.

Clicking “All” displays a table of all internal communications sent to you, similar to the

following:

Note: Messages are for action/information but cannot be replied to from the Inbox.

The sorts of messages you can review include things such as when enrolments sent by

you for a course you are / were teaching were received at your regional office, when a

CIS you submitted was approved by your course organiser, when a TRF you submitted

has been reviewed and completed by your course organiser / learning manager etc.

The categories of messages include “Received”, “Reminder” and “Due Soon”.

Resorting messages

You can resort the rows of the table by clicking the column header of the one you want

to resort the entries by, for example clicking the “Date Read” column header text once

will resort the rows to show the oldest entries at the top of the table and clicking the

header text again will resort the rows to show the most recent entries at the top.

Marking messages as having been read

Once you’ve read a communication you can mark it as having been read by clicking the

tickbox in the righthand “Read” column. This automatically adds the current date to the


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“Date Read” column and changes the colour of the row to differentiate read items from

unread ones.

Moving through the table of messages

By default you can see 10 rows (one per communication). The options under the table

enable you to see more of your messages.

The text at the bottom right of the table tells you how many rows there are in the table

and how many you are currently viewing. You can click the forward pointing arrow icon

next to the “Page” box to display the next set of 10 rows in the table, or you can choose

a number of rows for displaying in the table from the listbox to the right of the arrow icon

(alternative choices are 20 or 30).

Searching for Internal Messages

You can click the “Search Again” button under a table of internal messages to display

a form in which you enter your search criteria for the messages you are seeking.

Search criteria include:

Beginning “Sent Date” – click the calendar icon at the field’s right and choose a

sent date to start searching from,

Ending “Sent Date” – click the calendar icon at the field’s right and choose a

sent date to end searching at,

“Message Category” – choose an option from the listbox (“Due Soon” /

“Received” / “Reminder”),

“Keyword” – type the keyword(s) that are somewhere in the text of the

message(s) you are seeking

“New Messages Only” – choose an option from the listbox (“Yes” / “No”).


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Once you’ve specified your search criteria, click the “Search” button to see a table of

results displayed.

To perform another search, you can click the “Search Again” button under the table of

results.

Signing Out of the Tutor Portal

When you’ve finished using the Tutor Portal it is very important that you sign out

correctly for the following reasons:

If you are using a shared public access computer, for example in a library or

internet café, anyone using the computer after you could pass themselves off as

you if you are still signed into the Tutor Portal.

Your sign in credentials are also linked to the WEA’s Intranet.

The “Recently Viewed” sections in the Tutor Portal will only be accurate if you

sign out properly.

To sign out of the Tutor Portal, click the “Click here to sign out” link at the top right of

the Tutor Portal screen:

After signing out you will be taken back to the initial “Sign In” screen.

Getting Help in the Tutor Portal

At the top of each screen you can see a “Help” button. Click this to see a menu of help

for each of the areas in the Tutor Portal.

You can read text based help or view screencast videos, or both, depending on your

preference and where you are in the system when you click “Help”


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APPENDIX A – FLOWCHART FOR CREATING CISs

Organiser starts APFFollowing details of APF need to be

completed: Course Title Start & Target End Date No sessions & hrs /session Venue Tutor Activity type should be teaching, short

activity or taster

Tutor notfied that CIS required

Tutor completes CIS and submit it

Organiser notified that tutor has submited CIS

Organiser reviews CIS

CIS needs amending CIS okay

Organiser marks CIS as approved. CIS available on weaMIS under My CIS and

thefollowing info copied to APF

Description Learning outcomes Entry Requirements

Organisers rejects CIS and enters

reason why

Tutor informed of problem with CIS

Tutor amends CIS & resubmits

Organiser notified that CIS has been

resubmitted


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APPENDIX B – FLOWCHART FOR CREATING TRFs

Tutor Report becomes due when the course reaches the target end date. It will be required for the following activity types: Teaching Short activity Tasters

Tutor reminded to complete TRF

Tutor completes and submit TRF

Organiser notified that TRF has been submitted

Organiser reviews TRF, enters comments and/or action points and mark as

completed

Tutor notified that organiser has added comments

TRF is saved on weaMIS and available in My Tutor

Reports