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Change the publish option of a Custom Form

Overview

Custom Forms can be published in different modes depending on how they will be used within Onefile Eportfolio (e.g., Learner Review, Assessment, ILP). This guide explains how Centre Managers can update the publish option for an existing form.

User Roles

This feature can be used by:

  • Centre Manager

Permissions

  • Design and assign forms

Steps

How to Change the Publish Option of a Form

  1. Click Centre in the navigation menu.
  2. Click Forms.
  3. Click the Form Name of the form you want to update.
  4. Click Publish: On (or current publish state).
  5. Select the required Publish Option from the list.
  6. Click Save.

Tips & Notes

  • Top Tip: If the form is already assigned to learners, you must unassign and then reassign the form for the updated publish option to take effect.
  • Publish options control where and how the form can be used (e.g., Reviews, ILPs, Assessments).
  • Updating a form does not change historic form submissions.

Terminology

Please note that the terminology used in this article may differ depending on your Centre.

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Need Help?

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

J
Jade is the author of this solution article.

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