To finalise the form you just need to click the finalise button. A Team Leader or an authorised Team member can finalise a Mentoring Assignment at any stage (whether or not the min visit/min hours criteria have been met).
Note: once finalised the mentoring cannot be reverted to open.
If permitted by a Team Leader or an authorised Team member, Mentors can finalise an assignment once they have met the min visits / min hours criteria (based on the data entered in the visit reports)
The setting to enable or disable this will be within the mentoring tab under settings.
Finalising a Mentoring Assignment will trigger the following emails:
Mentoring Complete - Mentor Notification
Mentoring Complete - Applicant Notification - this email should include a link to the Mentor Review Form.
After finalising the status of the assignment will change to “Finalised”
Note: once finalised the mentoring cannot be reverted to open.