Welcome to the new Help Centre! ✨

You may have spotted our new and shiny company website - and that’s not all that’s changed! We now have dedicated Help Centres for each of our products to make it easier for you to find the right support. For a quick guide to what’s new and where to go, click here.

Eportfolio Software update: Wednesday 19th November 2025 7am - 7:30am

On Wednesday, 19th November 2025, we'll be updating Eportfolio to introduce a range of new enhancements.
Release notes
Full details of the changes can be found here.
Scheduled Downtime
Please note that there will be a brief service interruption between 7:00 and 7:30 AM on the day of the update.
Action required
To avoid any data loss, make sure you're logged out and have saved all work before 7:00am. 

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Creating a new form whilst retaining data from the old form

  User Roles

This feature can be used by the following user roles:

  • Centre Manager

  Permissions

Design and Assign forms

First, you'll need to create a new version of the form via our import/export feature. Guidance on this feature can be found here

The imported form can be identified by the date created column and will appear as unpublished.

Once the new form has been imported you can make any changes before publishing and assigning to your learners.

If you wish to retain the data from the old version of the form, simply unassign from your learners, but ensure the form is kept published.

  Top tip

Use versions on your form titles so it easy to see which version of the form is the most up to date and should be assigned.

T
Thomas is the author of this solution article.

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