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.
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.
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.
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.
| # | What's new | Where you'll see it |
|---|---|---|
| 01 | Stage cards showing your learners across the journey, with attention and overdue counts | Dashboard |
| 02 | A Stage column alongside assessment status, in matching colours | Learner list |
| 03 | Filters by stage and by time in stage | Learner list |
| 04 | Choose and reorder your own columns, remembered per tutor | Learner list |
| 05 | A pathway board mapping the whole journey | Learner profile, Summary tab |
| 06 | Guided, full-screen flows for the next action at every stage | Learner profile |
| 07 | A Progress review tab with timeline, guided review and history | Learner profile |
| 08 | E-signatures on the support plan and support records | Support plan and Evidence |
| 09 | Clearer names: Toolkit, Support plan tab, Conduct needs assessment | Navigation |
| 10 | An activity timeline: the full history of every learner's journey to date | Learner profile, Summary tab |
The journey
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.
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.
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:
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.
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.
The whole-plan review, at least every three months, now with its own Progress review tab on the learner profile:
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.
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
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.
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.
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
E-signatures close the loop at both ends of the journey:
Editing a signed record resets its signatures, and the product warns before that happens, so signed records stay trustworthy.
Your go-live
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 today | Where they will appear |
|---|---|
| Has not completed the assessment | Assess, whatever their history |
| Assessed, no need identified, no known barriers | Self-serve, learning independently, never on the board |
| A meaningful result or known barrier, no deliberate decision yet | Evaluate Learning Barriers, awaiting the tutor's decision (the largest group) |
| Adjustments deliberately assigned by a tutor, support not switched on | Needs Assessment, with the meeting as the outstanding step |
| Marked as proactively supported | Actively 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:
Questions
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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".
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.
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.
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.
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.
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.
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.
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.
Yes. Column choices and order are personal to each tutor and remembered between visits. One tutor's set-up never affects another's.
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.
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.