EANR now has two new tables in the Records tab which enables users to manage Teacher Encounters and Teachers details.
1. Encounters table
The Encounters table in the Records tab includes a list of all new and existing Encounters. This means Teacher Encounters data are all managed from this table and are no longer stored under individual employer’s profiles.
When an employer registers for an Encounter through CEC website, a new Encounter is created in this table which is linked to the relevant hub/partner and includes the employer details.
This table is equipped with Search and Filtering features to enable users easily navigate through the list and find the Encounter/Employer which they are looking for.
To monitor Teacher Encounters for different hub:
1. Go to ‘Records’ on the left-hand navigation bar
2. Click on ‘Encounters’:
You will see a list of all new and existing Encounters that are created for your hub in the Encounters table.
Encounters are normally linked to individual employers by default so you should find the relevant Encounter that is created for your employer after they register.
To find the Encounter you are looking for you can use the Search box provided as seen below. Here you can search based on Encounter ID, Employer name/ID, Teacher details, or Enterprise Advisor involved.
Once you have found the Encounter you are looking for, you can select the View button to view the encounter details such as:
- Encounter ID and Salesforce ID
- Encounter name
- Organising partner/hub
- Is this a Centrally Managed Encounter (Yes, No)
- Location (Employer, School, Other)
- Enterprise Coordinator
- Encounter type (Single employer, Multiple employers)
- Delivery model (Face to face, Virtual, blended)
- Time committed (Hours)
- Size (Single school, Multiple schools, One to one)
- Encounter Progress (Draft, In Progress, Completed, Cancelled / Closed)
- Date of Activity
- Description of Encounter
- Employer source (CEC referral, EA, Cornerstone, CBI, Local careers Hub contact)
- Employer(s) (details of employer(s) linked to the encounter)
- Teachers (details of teachers linked to the Encounter)
2. Teachers table
The Teachers table in the Records tab includes a list of all new and existing teachers which have registered for an Encounter or are included in one of the existing teacher encounters.
When a teacher registers for an Encounter through CEC website, a new profile is created for them in this table which includes their details and institution URN.
This table is equipped with Search and Filtering features to enable users easily navigate through the list of registered teachers and find them based on their name, date of register, school name and URN, as well as their availability for being linked to an Encounter.
Once you have found the teacher you are looking for, you can select the View button to view their details such as:
- Teacher ID
- Registered Partner/hub
- Name and Email address
- Job title
- Institution name and URN
- Number of Encounters Registered for (in the current and previous academic year)
- Number of Encounters linked to the Teacher (in the current and previous academic year)
Further information and guidance about Teacher Encounter details
Please note: CEC Staff users have the ability to view and download all the information and data available in EANR for all hubs, but they can’t edit any of the records or log any new activities.
Encounter Progress:
Available options for Encounter Progress are:
- Draft: Every newly created encounter will be in “Draft” status by default.
- In Progress: As soon as any information is added, the Encounter will become “In Progress”, essentially making it a live Encounter to be tracked and completed.
- Completed: Once all the information is known and encounter is completed, the progress must be set to “Completed” by the user. When Encounter Progress is set to Completed, then all other fields become mandatory.
Please remember that once Encounter progress is set to Completed and changes are saved, all details are locked, and the encounter details can no longer be edited by users. Once the completed date is added, this will trigger the national post-Encounter evaluations to be sent. - Cancelled/Closed: The “Cancelled/Closed” status means Encounter is Cancelled or not completed for any reason.
Employers
Each Encounter has one Employer linked to it by default which would be the employer who registered online on CEC website. But users can link multiple employers to the same encounter.
It is also possible to merge duplicate encounters from the same encounter together into one encounter via the Edit Encounter window. These editing options are not available for CEC staff members.
Teachers
Here you can view the details of all teachers who have attended the Encounter including the total number of teacher who attended the Encounter, their names, institution names and URN, and the status of the Teacher survey completion.
Please note that:
- Every teacher must register online on CEC website BEFORE they can be added to an encounter.
- A separate new online registration is required for each encounter that a teacher attends if they want to attend multiple encounters.
- Once a teacher registers online, their details will be imported to EANR and added to the Teachers table within 2-3 days of registration. In the Teachers table you can see each teachers details i.e. name, Email, institution URN, and Partner, as well as:
- Number of Encounters Registered for (in the current and previous academic year)
- Number of Encounters linked to the Teacher (in the current and previous academic year) - On the Teachers table, you can use the table filters to view a list of teachers which are available to be linked to an Encounter.
- In order for a teacher to be available to be linked to an encounter, their Number of Encounters Registered for must be greater than their Number of Encounters linked to the Teacher, like the example shown below:
Completing an Encounter
Once all the information is provided and all attended teachers have been added to the Encounter, hub users must set the Encounter progress to “completed” and ensure a completion date is entered in “Date of Activity” as this will trigger a workflow to record which teachers completed the Encounter and will hence receive the post-Encounter evaluation survey.
Downloading/Exporting the data
Both Encounters and Teachers tables have Download feature which enables you export all the table details into an MS Excel file for reporting or further analysis purposes. For this purpose click on the “Download this information” button as shown below:
Encounters download file:
This Excel sheet has 3 tabs which contains:
- Encounter details for each Encounter in your table
- Teachers included in each Encounter in your table
- Employers linked to each Encounter in your table
Teachers download file:
This Excel sheet has one tab and includes the details of the registered teachers mentioned above.
Original version published 18th March 2025.