Only Assessors and Centre Managers can create Assessment Plan Templates.
To create an Assessment Plan Template, follow the steps below:
- Click Quality in the navigation menu
- Click Assessment Plan Templates
- Click Create new template
- Enter the Template Name
- Enter the Assessment Plan Title
- Click Add Task
- Select an Assessment Method
- Add instructions to the task (You can also attach any supporting documents to Learning Resources)
- Click Save
Please Note
When creating a task on a plan template, it isn't possible to manually set specific criteria - only Outcomes can only be selected. If you want criteria to be selected you will need to create an Assessment Template.
- Scroll down the Hompage to the Forms and Templates section
- Click Assessment Plan Templates
- Click Create new template
- Enter the Template Name
- Enter the Assessment Plan Title
- Click Add Task
- Select an Assessment Method
- Add instructions to the task (You can also attach any supporting documents to Learning Resources)
- Click Save
Please Note
When creating a task on a plan template, it isn't possible to manually set specific criteria - only Outcomes can only be selected. If you want criteria to be selected you will need to create an Assessment Template.
Repeat steps 6 to 9 to add more tasks. Once you're happy with the Assessment Plan Template click Save.
Assessors can now assign this Plan Template to one or multiple Learners.