Product Release: Personalised Support Plan in Cognassist

Product Release: Personalised Support Plan in Cognassist

Product update

What's new in your Cognassist dashboard

A guide for your team to everything in this release: the proactive pathway, a clearer dashboard and learner list, guided flows for every stage of the journey, a new progress review experience, and e-signatures. Less guesswork for tutors, more time for learners.

Overview

Every change in this release comes back to the same goal: a clear picture of each learner's support journey, an obvious next step at every stage, and an evidence trail that builds itself as your team works.

See where everyone is

One consistent view of the five-stage journey, from the dashboard and learner list down to each learner's profile, in the same language and colours everywhere. A learner sits in exactly one stage at a time.

Know what to do next

Each stage suggests the right next action, from evaluating learning barriers to conducting the needs assessment or a progress review, so tutors are never left wondering what comes after an assessment.

Catch learners getting stuck

On track, needs attention (30 days) and overdue (90 days) flags surface learners who have stalled at a stage, plus an out of process indicator for anyone supported without a plan.

The ten changes at a glance

#What's newWhere you'll see it
01Stage cards showing your learners across the journey, with attention and overdue countsDashboard
02A Stage column alongside assessment status, in matching coloursLearner list
03Filters by stage and by time in stageLearner list
04Choose and reorder your own columns, remembered per tutorLearner list
05A pathway board mapping the whole journeyLearner profile, Summary tab
06Guided, full-screen flows for the next action at every stageLearner profile
07A Progress review tab with timeline, guided review and historyLearner profile
08E-signatures on the support plan and support recordsSupport plan and Evidence
09Clearer names: Toolkit, Support plan tab, Conduct needs assessmentNavigation
10An activity timeline: the full history of every learner's journey to dateLearner profile, Summary tab

The journey

The proactive pathway: five stages, one learner at a time

Your team already runs a support cycle in Cognassist: learners complete the cognitive assessment, tutors evaluate results and barriers, support is agreed with the learner, delivered, evidenced and reviewed. The pathway brings that whole journey onto one board.

It follows the graduated approach: assess, plan, do, review (APDR), the cycle set out in the SEND Code of Practice. Working this way helps you evidence inclusion and impact for inspection, because every stage a learner moves through, and every decision made along the way, is recorded as you work.

The five stages of the proactive pathway mapped to assess, plan, do, review (APDR). Self-serve sits alongside the board for learners using Cognassist independently.
Nothing about your practice has to change. The pathway does not add new work. It organises the work your team already does into clear stages, suggests the next action for every learner, and gently flags anything that has been waiting too long.

1.AssessAPDR: Assess

Next action: send the assessment invite.

Learners start here until they complete the NeuroMap cognitive assessment: a clinically validated assessment of around thirty minutes covering the nine key cognitive domains. Results produce a classification, Consider Needs Assessment or Monitor and Review, which is a signal for the tutor's professional judgement, never a verdict. Known barriers capture what the learner chooses to disclose, and disclosure often grows as trust does.

If a barrier becomes known before the assessment is finished, the learner moves forward straight away, with a banner noting the assessment is still outstanding. A disclosed barrier never has to wait for a score. Learners whose results show no identified need, with no known barriers, move to Self-serve.

2.Evaluate Learning BarriersAPDR: Assess

Next action: evaluate and decide.

The tutor's solo preparation, in the Support plan tab: one guided flow from opening the report to one recorded decision. Seven steps, two phases, one gate in the middle:

  1. Step 1: About the learner. A plain-language recap of the person before any results: name, course, place of study and programme level, so a tutor who last saw the learner weeks ago picks them up in seconds.
  2. Step 2: Cognitive results. The nine domains, presented strengths-first, with guidance on reading the scores. Eye icons let the tutor curate exactly which sections the learner will see in the meeting.
  3. Step 3: Known barriers. What the learner has chosen to disclose, grouped by category, with documents attachable. Optional by design, and updatable at any time.
  4. Step 4: The needs assessment decision. One clear question: are you taking this learner forward to a needs assessment? Two equal choices, with an optional prompt for the evidence or context behind the decision, either way. A no moves the learner to Self-serve, with a route back at any time.
  5. Step 5: Reasonable adjustments. Unlocked by a yes: draft adjustments matched to the learner's cognitive profile and written for their actual course, with the strongest matches pre-assigned and everything editable. Each one shows its intent, a worked implementation example, and the impact.
  6. Step 6: Goals and impact. Two prompts that give the plan its purpose: what success requires, and what happens without support. Drafted now, refined with the learner in the meeting.
  7. Step 7: Next steps. The handover to the needs assessment meeting, with everything drafted, curated and decided carried forward.

3.Needs AssessmentAPDR: Plan

Next action: conduct the needs assessment.

The pivotal conversation of the whole pathway: a guided meeting walked with the learner, from their strengths to a plan they have shaped. The flow moves through introduction, about you, cognitive results, known barriers, the support plan and support status, with progress ticked off along the top and every word addressed to the learner.

The middle is co-creation: the same adjustments the tutor prepared, now reviewed and updated together, with the full library one tab away. The draft is a starting point by design, never a finished document.

The meeting ends with the question that gives the plan its legitimacy: would you like support during your course? It is completely the learner's choice.

  • Yes: the agreement is recorded, including the review cadence and sharing consent, and support becomes active.
  • Not right now: a valid, recorded choice. The learner keeps their account and modules, and the door back stays open. The question is asked fresh every session, because consent is a conversation, not a checkbox.
  • The meeting happened outside Cognassist? The tutor records the outcome with one action and the learner moves on through the pathway.

4.Actively SupportingAPDR: Do

Next action: add a support record, monthly.

Tutors deliver the agreed adjustments inside their normal teaching, then once a month select the adjustment they supported, confirm delivery and describe the impact. The platform holds the thread from every record back to the assessed need, and the Coverage Checker coaches the quality of the evidence as they write. Light by design: judgement, not admin.

This stage keeps the board quiet on purpose: learners who are up to date do not show a card. A card appears only when no support record has been added for 30 days, so the board stays focused on actions. A summary count always shows the full supported population. When a learner's review date falls within the next seven days, they move to Progress Review automatically.

5.Progress ReviewAPDR: Review

Next action: conduct the progress review.

The whole-plan review, at least every three months, now with its own Progress review tab on the learner profile:

  • A milestones timeline read from the plan's change journal, showing every change since the plan was last agreed.
  • A guided review flow through barriers, adjustments, goals and the learner's own reflections, ending in a shared decision to continue or end support.
  • The review history with document downloads and due-date flags, so everything stays on track and nothing is lost.

Ending support with the evidence it worked is a positive outcome: managed progress, not permanent caseload. The learner keeps their account, their modules and a route back in.

S.Self-serveAlongside the board

Off the board, not off the platform. Self-serve is the state for learners not on proactive support, whether no need was identified, they declined, or they stepped off after support worked. They keep their account and their monthly self-serve learning modules.

Coming back is always a deliberate, manual step by your team, never automatic: back to Evaluate Learning Barriers for a fresh look, or support restarted directly. Every route into Self-serve records its reason, so every exit is explainable and your reporting can always tell the different groups apart.

Your workspace

A dashboard, learner list and profile built around the journey

Dashboard stage cards

New dashboard cards break your learners down by stage: the five journey stages plus Self-serve, one card each, with needs attention and overdue counts surfaced on every card. One click jumps straight into the learners for that stage. Tutors open the app already knowing what needs their attention: a prioritised to-do list rather than a static summary.

The learner list, your way

  • A Stage column shows where each learner is, in the same colours as the dashboard, with proactively supported learners flagged inline next to their name.
  • Filters narrow the list by stage and by time in current stage (on track, needs attention, overdue), on their own or combined with other filters. Everyone overdue in a stage becomes a worklist in seconds.
  • Column customisation: every tutor picks exactly which columns their list shows, drags them into their own order, applies once, and it is remembered every time they come back. Personal to each tutor, so the view fits how they work rather than the other way round.

The activity timeline: every learner's story in one place

Each learner's Summary tab now carries an activity timeline: a chronological record of every activity on their record to date. Stage movements, the decisions made along the way and the reasoning recorded with them, plan changes, support records and reviews all appear in one ordered view.

Where the pathway board tells you where a learner is now and what comes next, the timeline tells you everything that has happened, when, and why. A secondary tutor picking up a learner mid-year, a new team member, or a manager preparing for an audit can read the whole story in one place, without piecing it together from different tabs. It is an audit trail that builds itself as your team works.

Clearer names in the navigation

Three renames make the navigation say what each thing does: the Plan tab is now the Toolkit (reasonable adjustments and learning modules together, with drag-and-drop assignment), the Review tab is now the Support plan tab, and Present becomes Conduct needs assessment. These are renames only: nothing moves, nothing changes behaviour, and your old links and bookmarks keep working.

Signatures

Signed on the plan, signed on the evidence

E-signatures close the loop at both ends of the journey:

  • On the support plan: the agreed plan carries tutor and learner signatures alongside the recorded agreement.
  • On the evidence: the tutor types or uploads their signature, the learner signs on their own device by email link or QR code, and signatures render on the PDF export.
  • Your admins decide: the feature toggles on or off per account, separately for the support plan and for evidence.

Editing a signed record resets its signatures, and the product warns before that happens, so signed records stay trustworthy.

Your go-live

Where your existing learners will appear

When the pathway switches on, your learners will not start from a blank board. Each learner is placed once into the stage that matches the journey they are already on, using the data already in your platform: assessment status and results, known barriers, adjustment activity, and the proactively supporting toggle. From then on, learners move by the normal stage rules.

Learner todayWhere they will appear
Has not completed the assessmentAssess, whatever their history
Assessed, no need identified, no known barriersSelf-serve, learning independently, never on the board
A meaningful result or known barrier, no deliberate decision yetEvaluate Learning Barriers, awaiting the tutor's decision (the largest group)
Adjustments deliberately assigned by a tutor, support not switched onNeeds Assessment, with the meeting as the outstanding step
Marked as proactively supportedActively Supporting, carrying on as normal

Status flags are set from your existing dates, so a learner whose assessment has waited three months shows as overdue from day one. That first picture is honest by design: it shows your team exactly where to focus first.

Worth knowing:

  • The migration is deliberately conservative. Nobody is marked as supported who was not already, and anything ambiguous lands where the next action is still due.
  • Where a report was reviewed some time ago and no action followed, the learner is placed in Self-serve rather than reappearing as a task. They stay visible and can be re-engaged at any time.
  • Learners past their course end date keep their history but never appear as cards, so the board stays relevant.
  • Nobody is placed directly into Progress Review: learners arrive there from Actively Supporting when their agreed review date approaches.

Questions

Frequently asked questions

About the pathway

Do we have to use every stage?

No. If parts of your process happen outside Cognassist, tutors can record the outcome with one action and the learner moves on through the pathway. The product always shows the recommended route, and never blocks yours.

Does this add admin for tutors?

It is designed to reduce it. The monthly task is to select the adjustment supported, confirm delivery and describe the impact, with the Coverage Checker coaching quality as they write. Rationale boxes are optional everywhere. The platform holds the thread from every record back to the assessed need, so light records still make strong evidence.

What do learners see?

The board, stages and flags are for your team. Learners experience their assessment, their strengths-first report, the needs assessment conversation, their agreed plan, their reviews, and, where enabled, signing on their own device.

What does the classification actually decide?

Nothing on its own. Consider Needs Assessment and Monitor and Review are signals that inform your tutor's professional judgement. The decision to take a learner forward always belongs to the tutor, and the learner's own disclosed barriers count alongside the results.

What if a learner does not want support?

Support is offered, never imposed. "Not right now" is a valid, recorded choice: the learner keeps their account and modules in Self-serve, and the question can be revisited as trust grows. Declining is different from stepping off after support worked, and both are recorded with their reasons.

Can a learner come back from Self-serve?

Yes, whenever your team decides: back to Evaluate Learning Barriers for a fresh evaluation, or support restarted directly. Re-entry is never automatic, and every move records its reason. If support is restarted directly, a fresh needs assessment creates a current plan before the review cycle begins.

What does the out of process indicator mean?

It means a learner is being actively supported but Cognassist cannot see a current support plan for them, perhaps because the needs assessment happened elsewhere. It is a pointer, not a penalty: conducting a needs assessment in Cognassist creates the plan, which also sets the review date so progress reviews can be scheduled.

Why do some supported learners not show a card?

Because they are up to date. In Actively Supporting, a card appears only when a learner needs something (no support record in 30 days). The summary count always shows your full supported population, so quiet means healthy, not hidden.

Where can we see everything that has happened to a learner?

The activity timeline on the learner's Summary tab: the full chronological history of their journey to date, with each decision shown alongside the reasoning recorded with it. For plan-specific history, the Progress review tab's milestones timeline shows every change since the plan was last agreed.

About your data and day one

Why is a learner showing as overdue on day one?

The flags are set from your existing dates. If an assessment came back three months ago and no evaluation followed, that learner shows as overdue, because the action really has been waiting that long. The flag describes the action waiting for your team, never the learner, and it is exactly where the pathway helps you focus first.

We already did needs assessments for some learners, outside Cognassist. What happens to them?

They land in the Needs Assessment stage, and the tutor confirms the outcome with one action: support agreed, or the learner moved to Self-serve. Or run the meeting in Cognassist and get the plan, the timeline and the review cycle with it. Working off-platform stays supported after day one too.

Will our reports change?

Your existing measures carry on as they are. The pathway adds new detail, such as when the decision to take a learner forward was made and why, which enriches your evidence rather than replacing it. And because every route into Self-serve records its reason, you can always tell "no need identified" apart from "declined" and "successfully stepped off".

Who sees which learners?

Exactly who sees them today. A learner appears for their primary and secondary tutors, and tutor managers see all learners belonging to their tutors. The release changes what those people see, not who sees whom.

About the day-to-day

How are the reasonable adjustments chosen?

They are matched to the learner's cognitive profile and personalised to their course, with the strongest matches drafted onto the plan. Everything is editable, the full library is one tab away, and if course details change later, the wording of existing adjustments updates while what is assigned stays put.

Do the adjustments cover exams?

The same adjustments serve formal assessment as the learner's documented normal way of working, and they are accepted by most awarding organisations. Your team runs its own awarding body process as usual.

Is the cognitive profile a diagnosis?

No. It identifies possible learning barriers so the right support can be agreed together. It does not diagnose a condition, and support in Cognassist never depends on a diagnosis: it is good inclusive practice, evidenced end to end.

Do we have to use e-signatures?

It is your choice. Your admins switch the feature on or off for your account, separately for the support plan and for evidence. Learners sign on their own device by email link or QR code, and signatures appear on the PDF export.

What happens if someone edits a signed record?

The product warns first, then the signatures reset, so a signed record always reflects exactly what was signed. Re-signing works the same easy way as the first time.

Will our bookmarks still work after the renames?

Yes. Toolkit, Support plan and Conduct needs assessment are new names for the same places: nothing moves, nothing changes behaviour, and old links keep resolving.

Can each tutor really have their own learner list layout?

Yes. Column choices and order are personal to each tutor and remembered between visits. One tutor's set-up never affects another's.

How does this help with inspection?

The pathway walks the graduated approach (assess, plan, do, review) that inspection expects, and records the evidence as your team works: the reasoning behind decisions, the support delivered, its impact, and the learner's own reflections. It helps you evidence inclusion and impact; the outcomes remain yours to earn.

Who do we talk to about switching it on?

Your customer success contact will walk you through timing, the day-one placement for your learners, and any set-up choices such as e-signatures.


Cognassist · What's new in your Cognassist dashboard · July 2026