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Revise guidance on participant schedules and milestones#2239

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tashonrp wants to merge 7 commits intomainfrom
revised-schedule-milestones-guidance
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Revise guidance on participant schedules and milestones#2239
tashonrp wants to merge 7 commits intomainfrom
revised-schedule-milestones-guidance

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Updated the title and restructured the content to clarify the purpose and scope of the guidance on participant schedules. Added key concepts and detailed explanations for standard, extended, and replacement mentor schedules.

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Updated the title and restructured the content to clarify the purpose and scope of the guidance on participant schedules. Added key concepts and detailed explanations for standard, extended, and replacement mentor schedules.
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Review app deployed to https://cpd-ec2-review-2239-web.test.teacherservices.cloud

Reverted the markdown title to test theory of the title needing to match the filename in order for the review app to work properly.
Updated the 'Schedule' section to include HTML line breaks for better formatting.
Updated schedule and extended schedule descriptions for clarity. Added additional declaration deadlines for the Participant Start milestone.
Removed duplicate milestone entry for Participant Start.
Forgot to add the additional "started" declaration type for the second set of dates in the first milestone.
@@ -2,55 +2,111 @@
title: How we assign participant schedules
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I left this as the original title as I thought that might be the reason the review app had broken (due it not matching the file name). Turns out that is not the case.

I'm thinking the most 'straightforward' title would be "Schedules and milestones guidance", as it was in ECF1.

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I'm not sure I'm too bothered either way!

Updated descriptions for extended and replacement schedules to clarify conditions and examples.

Also added copy about replacement mentor uplift fee eligibility following discussion with Claire.
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## Purpose and scope of this guidance

We'll default new ECTs and mentors to standard schedules in September, January or April.
This guidance explains how schedules and milestone dates operate within the Register Early Career Teachers service.
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service name should be lower case

ECTs cannot start training until they’re registered. If registration happens late, we’ll place them on the next schedule assignment.
| Concept | Definition |
| ------- | ---------- |
| Milestone | Contractual retention periods during which providers must submit relevant declarations evidencing training delivery and participant retention |
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It looks a bit weird to me some sentences have full stops and others don't here, particularly for the longer definitions?

| Milestone validation | The API's process to validate declarations submitted by providers for participants in standard training schedules |
| Output payment | The payment amount that DfE publishes on a finance statement, which is based on valid declarations |
| Payment date | The date that DfE aims to process frozen statements by, so that payments can be made |
| Schedule | Schedules are timed sequences of expected milestone and payment points.<br><br>These are set when new early career teachers or mentors are registered, based on when they are starting at a school, when they're registered, and if they're a replacement mentor.<br><br>They are then updated and corrected by lead providers via the API.<br>Schedules give DfE information about how participants are being trained, and can also set the milestone periods when lead providers can submit declarations for |
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@claire-hughez claire-hughez Feb 17, 2026

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in the review app, this looks a bit funky formatting wise. The definition is also a bit disjointed - suggested some tweaks

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Schedules are timed sequences of expected milestone and payment points.

These are set when new early career teachers or mentors are registered, based on when they are starting at a school, when they're registered, and if they're a replacement mentor. They are then updated and corrected by lead providers via the API. Schedules also give DfE information about how participants are being trained.

| Output payment | The payment amount that DfE publishes on a finance statement, which is based on valid declarations |
| Payment date | The date that DfE aims to process frozen statements by, so that payments can be made |
| Schedule | Schedules are timed sequences of expected milestone and payment points.<br><br>These are set when new early career teachers or mentors are registered, based on when they are starting at a school, when they're registered, and if they're a replacement mentor.<br><br>They are then updated and corrected by lead providers via the API.<br>Schedules give DfE information about how participants are being trained, and can also set the milestone periods when lead providers can submit declarations for |
| Extended schedule | A non-standard training schedule for participants who expect to complete the induction over a period greater than 2 years.<br><br>Examples include part-time ECTs, or ECTs whose induction period is extended by their appropriate body.<br><br>Mentors can also be assigned extended schedules if:<br><br>- they deferred their training and came back later<br><br>- they’re doing the training part-time |
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the bullets are broken here

| Output payment | The payment amount that DfE publishes on a finance statement, which is based on valid declarations |
| Payment date | The date that DfE aims to process frozen statements by, so that payments can be made |
| Schedule | Schedules are timed sequences of expected milestone and payment points.<br><br>These are set when new early career teachers or mentors are registered, based on when they are starting at a school, when they're registered, and if they're a replacement mentor.<br><br>They are then updated and corrected by lead providers via the API.<br>Schedules give DfE information about how participants are being trained, and can also set the milestone periods when lead providers can submit declarations for |
| Extended schedule | A non-standard training schedule for participants who expect to complete the induction over a period greater than 2 years.<br><br>Examples include part-time ECTs, or ECTs whose induction period is extended by their appropriate body.<br><br>Mentors can also be assigned extended schedules if:<br><br>- they deferred their training and came back later<br><br>- they’re doing the training part-time |
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Suggested change
| Extended schedule | A non-standard training schedule for participants who expect to complete the induction over a period greater than 2 years.<br><br>Examples include part-time ECTs, or ECTs whose induction period is extended by their appropriate body.<br><br>Mentors can also be assigned extended schedules if:<br><br>- they deferred their training and came back later<br><br>- they’re doing the training part-time |
| Extended schedule | A non-standard training schedule for ECTs who expect to complete the induction over a period greater than 2 years.<br><br>Examples include part-time ECTs, or ECTs whose induction period is extended by their appropriate body.<br><br>Mentors can also be assigned extended schedules if:<br><br>- they deferred their training and came back later<br><br>- they’re doing the training part-time |

| Payment date | The date that DfE aims to process frozen statements by, so that payments can be made |
| Schedule | Schedules are timed sequences of expected milestone and payment points.<br><br>These are set when new early career teachers or mentors are registered, based on when they are starting at a school, when they're registered, and if they're a replacement mentor.<br><br>They are then updated and corrected by lead providers via the API.<br>Schedules give DfE information about how participants are being trained, and can also set the milestone periods when lead providers can submit declarations for |
| Extended schedule | A non-standard training schedule for participants who expect to complete the induction over a period greater than 2 years.<br><br>Examples include part-time ECTs, or ECTs whose induction period is extended by their appropriate body.<br><br>Mentors can also be assigned extended schedules if:<br><br>- they deferred their training and came back later<br><br>- they’re doing the training part-time |
| Reduced schedule | A non-standard training schedule for ECTs who expect to complete the induction over a period less than 2 years. Examples include those with previous experience |
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Suggested change
| Reduced schedule | A non-standard training schedule for ECTs who expect to complete the induction over a period less than 2 years. Examples include those with previous experience |
| Reduced schedule | A non-standard training schedule for ECTs who expect to complete the induction over a period less than 2 years. Examples include those with previous experience teaching. Mentors should not be placed on a reduced schedule |

| Extended schedule | A non-standard training schedule for participants who expect to complete the induction over a period greater than 2 years.<br><br>Examples include part-time ECTs, or ECTs whose induction period is extended by their appropriate body.<br><br>Mentors can also be assigned extended schedules if:<br><br>- they deferred their training and came back later<br><br>- they’re doing the training part-time |
| Reduced schedule | A non-standard training schedule for ECTs who expect to complete the induction over a period less than 2 years. Examples include those with previous experience |
| Replacement schedule | A non-standard training schedule for mentors that are replacing a previous mentor for an ECT that is part way through their training. The mentor must be completely new to provider-led mentor training<br><br> |
| Standard schedule | The default training schedule for participants completing a standard 2 year induction, starting in September, January or April |
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Suggested change
| Standard schedule | The default training schedule for participants completing a standard 2 year induction, starting in September, January or April |
| Standard schedule | The default training schedule for ECTs completing a standard 2 year induction, or mentors completing a standard 1 year of training, starting in September, January or April |

| 1 June to 31 October | `standard-september` |
| 1 November to 28 or 29 February | `standard-january` |
| 1 March to 31 May | `standard-april` |
## Standard schedules and dates
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This is also 'how the service assigns schedules' rather than LPs, which might be worth making clear, the original page Mark did

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