Overview
The Download Portfolio feature allows authorised users to export a learner’s portfolio, including evidence, attachments, and key records, for offline review or archiving.
The downloaded portfolio can be viewed in a browser for easy navigation.
Who Can Use This Feature?
This feature can be used by the following user roles:
Centre Manager
Centre Monitor
Assessor
Learner
Internal Quality Assurer
Lead Internal Quality Assurer
Employer
Observers
Permissions
Users must have the “Can Download Learner Portfolio” permission enabled.
Steps to Download a Portfolio
Navigate to the Learner’s Portfolio
- Open the learner’s portfolio.
Access Download Options
- In the Information and Options section, click Manage.
- Click Download Portfolio.
Choose Export Settings
- Tick Include file attachments if you want attachments included in the export.
Request Download
- Click Request Download.
After Requesting Download
- You will receive a message/email notification when the portfolio is ready.
- To download:
- Click Download ZIP File.
How to View the Downloaded Portfolio
- Locate the ZIP file.
- Extract the ZIP file (right-click and select Extract All).
- Open the folder titled Portfolio (unless renamed).
- Open the file named Index.htm.
- This will load the portfolio in a browser window, allowing you to navigate as you would online.
⚠️ If you’re unable to extract the files, contact your IT helpdesk for assistance.
Download Portfolio Includes
- My Profile
- Assessment Plans
- Unit Summaries
- Assessments
- Reviews
- Cancellations
- Expert Witnesses & Witnesses
- Timesheets and Off-the-job Summary
- Journal Entries (if using the old version of the journal)
- Tasks Completed
Terminology
Please note that the terminology used in this article may be different depending on your Centre.
❓Need Help?
If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.