Reschedule and Cancel Visits

Overview

There may be times when either you or your learners are unable to attend a scheduled Visit. Visits can be rescheduled or cancelled directly from the learner’s calendar in Onefile Eportfolio to keep records accurate and up to date.

User Roles

This feature can be used by the following user roles:

• Assessor
• Trainee Assessor

How to Reschedule a Visit

1. Access the Learner’s Portfolio.
2. Click the Visits icon.
3. Click the Visits tab.
4. Click Reschedule.
5. Amend the date and times.
6. Enter the reason for rescheduling.
7. Click Accept.

How to Cancel a Visit

1. Access the Learner’s Portfolio.
2. Click the Visits icon.
3. Click the Visits tab.
4. Click Cancellation.
5. Enter the reason.
6. Click Accept.

Terminology

The terminology used in this article may differ depending on your Centre’s configuration.

Related Articles

• Creating an Assessment Plan
• Unlocking Assessment Plans
• Starting Reviews

Need Help?

If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.