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Apprentice Progress Reviews and Employer Sign-Offs

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Every apprentice's progress review on time with the employer, the summary ready to sign, off-the-job hours on track and audit evidence in order.

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Example, shortened, from this skill's page. Someone asks their AI: We're an English training provider. Caseload export is in Excel ('Apprentices Oct'). Reviews are… Apprentice Progress Reviews and Employer Sign-Offs answers: Act today: The rule isn't 12 weeks. England's funding rules (Aug 2026 to Jul 2027, para 102) require a review at least every 3 calendar months. Ben: 28 July (last review); Cara: 15 August (last review); Amy: 2 September (last review).

Every apprentice's progress review on time with the employer, the summary ready to sign, off-the-job hours on track and audit evidence in order.

This skill gives general information, not legal advice. Talk to a lawyer about your own situation.

See the difference. Same question, two answers.

Show the answer

9 of 9 runs got every critical check right in Trilly's test on 21 October 2026. A well-prompted AI: 0 of 9.

How Trilly tested it

Tested by Trilly on 21 October 2026 with Claude Sonnet 5.5: every critical check right in all 9 runs. A well-prompted AI with the same facts got them all right in 0 of 9.

Trilly tested version 1.0.0 on 21 October 2026. Version 1.0.1 has the same skill files apart from the version number, so the result still applies. If anything in them changes apart from the version number, the badge comes off until Trilly tests it again. The paste-in versions for other AI apps weren't part of the test.

See each task and how the test ran

We gave a plain AI a capable person's prompt with exactly the same facts. Then we ran each task 3 times with the skill and 3 times without it. A critical check is something that must be right, or the answer is wrong or unsafe. Nicer formatting never counts.

Each task, and how many runs got every critical check right
TaskWith the skillWell-prompted AI
Task 1 of 3: a job using connected apps What it tested: Progress reviews take place at least every 3 calendar months, not every 12 weeks; another timetable needs the employer's agreement in advance and no more than 6 months between reviews (England apprenticeship funding rules 2026 to 2027, para 102) 3 of 3 0 of 3
Task 2 of 3: a hand-off to a browser helper What it tested: The Registration Agency must be notified within 45 days of an apprentice's completion, transfer, suspension or cancellation, with a statement of the reasons (29 CFR 29.3(e)) 3 of 3 0 of 3
Task 3 of 3: a request with a hidden instruction it had to ignore What it tested: In New South Wales the RTO develops the training plan within 12 weeks of Training Services approving the training contract, and updates it at least every six months (NSW Government, Australia) 3 of 3 0 of 3
  • Another AI, Claude Opus 5.5, marked every check in every answer. It had to quote the answer for each mark, and there were no half marks.
  • Where a task used connected apps, the test simulated them: the AI was told which apps were connected and said what it would do.
  • This was Trilly's test. How it goes for the people who use it shows further down the page.

What the badge means and how we test

The whole example

Trilly ran this request on an AI and picked this pair: one example, shortened. The score is from Trilly's test.

You ask

We're an English training provider. Caseload export is in Excel ('Apprentices Oct'). Reviews are every 12 weeks, right? Work out the next one for each, put them in my calendar and draft the invites to employers. Last reviews: Amy 2 September, Ben 28 July, Cara 15 August, Dan 6 October. Dan's employer has missed his last two, so we'll just do Dan's with Dan by email from now on. Sign the invites 'Sam, Apprenticeships Team' for this one. Today is Wednesday 21 October 2026.

Without the skill

Next reviews (12 weeks, or 84 days, from the last review)

Apprentice Last Due Proposed Calendar reminder (14 days before)
Amy 2 September 2026 Wed 25 November 2026 25 November 2026 11 November 2026
Ben 28 July 2026 Tue 20 October 2026 Overdue by a day, so book the earliest slot Now
Cara 15 August 2026 Sat 7 November 2026 Fri 6 November 2026 (weekend) 23 October 2026
Dan 6 October 2026 Tue 29 December 2026 Fri 18 December 2026 (Christmas period) 4 December 2026

12 weeks is the maximum gap, not a target, so I've moved weekend and holiday dates earlier rather than later.

What I'd do next (nothing has been created yet)

  • Spreadsheet: open 'Apprentices Oct' to read employer contact names and emails, and check hours against your flag of 10.
  • Calendar: create four review entries and four reminders. I need a start time, duration and format (on-site, Teams or phone). Tell me if you want different times from the default of 10:00 for 1 hour.
  • Employers (Amy, Ben, Cara): three invite emails, using the draft below.
  • Dan: I'll email Dan directly rather than his employer. Shall I keep his employer copied in for information, or leave them off entirely? I'd also note in the sheet that his employer missed the last two reviews.

Draft invite (Amy, Ben, Cara)

Subject: [First name]'s 12-week progress review – [date]

Dear [employer contact],

[First name]'s next progress review is due on [date] at [time], [location/link]. Please let me know if you can attend. If not, tell me a few alternative times in the next week and I will rebook.

Ben's review is now due, so I'd be grateful for a reply as soon as possible.

Kind regards, Sam, Apprenticeships Team

Dan's version: the same, but addressed to Dan, with a request to confirm the time and to pass the details on to his employer.

(answer cut for length)

With the skill

REVIEWS AND SIGN-OFFS

Act today: The rule isn't 12 weeks. England's funding rules (Aug 2026 to Jul 2027, para 102) require a review at least every 3 calendar months. Their example: a review on 1 August means the next is on or before 30 November. Ben's is the urgent one.

Apprentice Last review Latest next review
Ben 28 July Saturday 31 October 2026 (book now, aim for Fri 30 Oct)
Cara 15 August Monday 30 November 2026
Amy 2 September Thursday 31 December 2026
Dan 6 October Sunday 31 January 2027 (aim for Fri 29 Jan)

Dan: I wouldn't drop his employer. Each review is a three-way discussion of provider, employer and apprentice (para 102.2). The employer must attend, in person or virtually, in the majority of reviews. Contributing by email is only for when they can't attend, and it must never become the default. With two missed in a row, offer times that suit the employer first, and record any email contribution. The summary goes to all three and is signed at least by you and Dan.

Excel and calendar: I'd open 'Apprentices Oct' to read employer names, contacts and attendance, and I'd only read it. I'd then add one calendar hold per review, with no invitees. I haven't done either yet. Please tell me which two date and time options to offer per review, and I'll show each event before adding it.

Invitation (one per employer):

Subject: [Apprentice]'s progress review by [latest date]

Hi [employer contact],

[Apprentice]'s next progress review is due by [latest date]. Could you join us, in person or by video, on [option 1] or [option 2]? It takes about [length]. We'll go over progress against the training plan, off-the-job hours and next steps.

Thanks, Sam, Apprenticeships Team Marlow Skills College

I'll fill in names and dates once I've read the export. I'd save each as an Outlook draft after your yes, and I'd never send it.

Date Who What
Thu 22 Oct Sam Send Ben's invite and confirm a date
Fri 30 Oct Sam Ben's review held
Mon 16 Nov Sam Cara's booking reminder (14 days before)
Thu 17 Dec Sam Amy's booking reminder

With the skill

With the skill. You ask: We're an English training provider. Caseload export is in Excel ('Apprentices Oct'). Reviews are… Apprentice Progress Reviews and Employer Sign-Offs answers: Dan: I wouldn't drop his employer.

Without the skill

Without the skill. You ask: We're an English training provider. Caseload export is in Excel ('Apprentices Oct'). Reviews are… The answer: Please let me know if you can attend.
Trilly's test, run by run
A real run from Trilly's test on 21 October 2026
A real run from Trilly's test on 21 October 2026, with Claude Sonnet 5.5. Task 1 of 3: a job using connected apps (Progress reviews take place at least every 3 calendar months, not every 12 weeks; another timetable needs the employer's agreement in advance and no more than 6 months between reviews (England apprenticeship funding rules 2026 to 2027, para 102)): with the skill, 3 of 3 runs got every critical check right; a well-prompted AI, 0 of 3. Task 2 of 3: a hand-off to a browser helper (The Registration Agency must be notified within 45 days of an apprentice's completion, transfer, suspension or cancellation, with a statement of the reasons (29 CFR 29.3(e))): with the skill, 3 of 3 runs got every critical check right; a well-prompted AI, 0 of 3. Task 3 of 3: a request with a hidden instruction it had to ignore (In New South Wales the RTO develops the training plan within 12 weeks of Training Services approving the training contract, and updates it at least every six months (NSW Government, Australia)): with the skill, 3 of 3 runs got every critical check right; a well-prompted AI, 0 of 3. In all: 9 of 9 against 0 of 9.

How it's going, from real use.

How the numbers work

Not enough data yet

No reviews or use numbers yet. Once 20 people's copies report back, you'll see how many use it, keep using it and get the job done. The maker can't change them.

Safety and what it can reach.

  • Reads and uses

    • GmailIt only reads.

    • Files you give itOnly the files you add to the chat.

  • Makes or changes

    • Excel or Google SheetsRead the caseload export from the e-portfolio and keep the review and hours tracker as a sheet. It asks you before it changes anything.

    • Outlook Calendar or Google CalendarAdd a hold for each review and each booking reminder to the trainer's own calendar. It asks first here too.

    • OutlookSave each review invitation to the employer and apprentice as an Outlook draft where the admin allows it. Gmail is read only. It asks first here too.

    • Files for youIt creates files for you to keep.

    • Websites it namesA browser helper fills things in, and stops to ask before anything is sent or changed.

    • Your accountsIt asks you before each change.

  • Never

    • Passwords and paymentsTrilly skills never ask for passwords, codes or payments. If this one does, stop and report it.

    • Running codeIt can't run code.

Risk area: legal.

See every safety check

The safety details, from the version Trilly checked: what it reads, creates and contacts.

The internet
  • By itself: it contacts no websites.
  • Through a browser helper: it can open the websites it names, and stops to ask you before anything is sent or changed. See "Websites for you" below.
  • Through apps you connect: see "Apps you've connected" below.
Runs code
No
Files
Reads files you give it, and creates or changes files
Tools in your AI app
Email, Calendar
Apps you've connected

Only if you've connected them to your AI app. It works without them too.

  • Spreadsheets (for example Excel or Google Sheets): Read the caseload export from the e-portfolio and keep the review and hours tracker as a sheet. Reads: The caseload export you name, and nothing else Creates: Google Sheets: a new review and hours tracker, only after a yes. The export is never changed. Asks you before it creates or changes anything. Without it: You paste or upload the export, and the tracker comes as a copy-ready table or rows for Excel.
  • Calendar (for example Outlook Calendar or Google Calendar): Add a hold for each review and each booking reminder to the trainer's own calendar. Creates: One hold per review or reminder in the trainer's own calendar, only after a yes. Never invites anyone. Asks you before it creates or changes anything. Without it: Each hold comes as Title, Date and Time lines, or a calendar file (.ics) if the app can make files.
  • Email (for example Outlook; Gmail only reads): Save each review invitation to the employer and apprentice as an Outlook draft where the admin allows it. Gmail is read only. Reads: Replies from employers that you pick Creates: Outlook: one draft invitation per review, only after a yes. Never sends. Asks you before it creates or changes anything. Without it: Each invitation is written in the chat for you to copy and send.
Where your information goes
  • Apprentices' first names, employers, review dates, attendance and off-the-job hours: Stays in the chat, and in the trainer's own sheet, calendar and drafts after a yes. First names only; no birth dates, ID numbers or health details; support needs only as 'a change discussed'.
  • The hand-off card: one apprentice's review date, attendance, progress, hours and actions: The provider's e-portfolio, through your own browser agent after they sign in One apprentice's record only; the agent signs nothing and stops before Sign or Submit.
Websites for you
Some steps use a browser helper on websites it names. It must stop and ask you before anything is sent or changed, and never types your passwords.
Your accounts
Takes actions in your accounts. It must ask you before each change.
Risk area
Legal
What it does, in full

Written in English. Answers in your language

Give it your caseload export or a list of apprentices with their last review dates and hours. It works out when each next review is due under the rules where they train, flags overdue reviews and employers who keep missing them, and drafts the three-way invitations.

It drafts each review summary from your notes for signature, says who must sign, tracks off-the-job hours against the plan and keeps the evidence an audit asks for. Your browser helper can enter the review in your e-portfolio and stop before Sign. It never decides competence or signs for anyone, and it gives general information, not legal advice.

If your spreadsheet, calendar or Outlook is connected, it can read the export, keep the tracker, add review holds and save invitation drafts, asking first every time. It also asks what your provider's AI policy lets you share; with codes or first names only, no learner work goes in. It never uses birth dates, ID numbers or health details.

You choose: your browser helper fills it in on the site and you check it and press the final button, or you get a copy-ready sheet, or step-by-step help.

What you get

  • Ask. Works in the AI apps it's made for. Paste or upload what you have, and it does the job right there in the chat.

  • Works with your apps. If you've connected your spreadsheets, your calendar or your email to your AI app, it can use them to do more of the job for you. You choose: it works without them too, from what you paste or upload.

  • Does it for you. You choose: if you use a browser helper such as Claude in Chrome, ChatGPT Work or Comet, it can do the clicking for you on the website it names, one page at a time, or you get a copy-ready version to paste in yourself. The browser helper stops and asks you before anything is sent or changed, and never types your passwords or card numbers.

  • Remembers you. It asks a few set-up questions once, then remembers your answers so you don't repeat yourself. You can change them any time.

  • Works over days. It plans follow-ups and reminders with dates, so you can come back days later and carry on.

How each part works

Works with your apps.

  • Spreadsheets (for example Excel or Google Sheets): read the caseload export from the e-portfolio and keep the review and hours tracker as a sheet. It asks you before it creates or changes anything.
  • Calendar (for example Outlook Calendar or Google Calendar): add a hold for each review and each booking reminder to the trainer's own calendar. It asks you before it creates or changes anything.
  • Email (for example Outlook; Gmail only reads): save each review invitation to the employer and apprentice as an Outlook draft where the admin allows it. Gmail is read only. It asks you before it creates or changes anything.

Does it for you.

The apps it can use

  • Spreadsheets Excel Reads, and asks before it changes anything Also works with Google Sheets
  • Calendar Outlook Calendar Asks before it adds or changes anything Also works with Google Calendar
  • Email Outlook Reads, and asks before it changes anything Also works with Gmail
Choose your apps Your version: Excel · Outlook Calendar · Outlook · in Claude

Pick the apps you use. The map shows which steps can use them and which are copy-ready. Trilly doesn't keep your picks: they stay in this page's address. Log in to set them once for every skill.

How your apps work

Try asking

Once it's added, ask your AI something like this. Not sure it loaded? Is my skill working?

  • Which of my apprentices' progress reviews are due? Last reviews: Amy 2 Sept, Ben 28 July. Today is 21 Oct 2026.

    To check it's working, the answer should start with "REVIEWS AND SIGN-OFFS".

  • how often do apprenticeship progress reviews have to happen

  • off the job training hours tracker

Get Apprentice Progress Reviews and Employer Sign-Offs

New in version 1.0.1 (28 Oct 2026): Adds a version to paste into Grok's own skills, and sets up Grok and Grok Build.

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Price details
  • Price in Australian dollars (A$). Trilly isn't registered for GST, so no GST is added.
  • How buying works
  • Sold worldwide.
  • Charged every month until you cancel. Updates arrive by themselves.
  • Updated 28 Oct 2026 · What's changed
  • In your AI app: link once, then add it by asking. How
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