User Roles
This feature can be used by:
- Assessor
- Trainee Assessor
Overview
Assessors and Trainee Assessors can create Assessment Plans directly from the Onefile Eportfolio App. Plans can be created from scratch or by using an existing template.
Steps to Create a Plan
- Log in to the Eportfolio App.
- Tap Plans from the main menu.
- Tap Create ➕.
- Select one of the following:
- Create blank plan
- Create plan from template
- Tap the name of your learner.
- Complete all required sections of the plan.
- Use the Next button to move through each page.
Signing and Finishing the Plan
On the Sign page, choose one of the following:
- Sign as assessor and/or learner
- Finish → Sync and Send Plan
Uploads the plan immediately to the learner’s portfolio. - Finish → Continue later
Leaves the plan saved on the app for later completion. - Finish → Finish Online, place in sync ready
Moves the plan to Sync Ready so you can sync it to the live system and make changes before signing online.
If Finish Online is chosen, the plan will appear under the Sync Ready tab along with any other assessment plans awaiting upload.
Tips & Notes
- A stable internet connection is required when syncing completed plans.
- Complete a Centre Sync regularly to ensure all data is up to date.
- Plans created on the app will sync to the learner’s portfolio once uploaded.
Terminology
The terminology used in this article may differ depending on your Centre’s configuration.
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Need Help?
If you experience any issues or have questions, please contact Onefile Support or your internal support channels.