Reduced Support Availability: 22nd - 23rd April 2024

Just to let you know, our team is attending the OneFile all company meeting on 22nd and 23rd April 2024, so we won't be as responsive as usual!

You can still access our help guides - just search the Help Centre to find the answers you need. Otherwise, you can submit a ticket and we'll get back to you as soon as possible. If you have an urgent issue, set the priority accordingly.

Feature change alert - New OneFile Login May 2024

From Wednesday 1st May 2024, we're we are updating the login process for all products. . More information on this change can be found here.

Help centre

Submit a ticket Log in

Download Portfolio

  User Roles

This feature can be used by the following user roles:

  • Centre Manager
  • Centre Monitor
  • Assessor
  • Learner
  • Internal Quality Assurer
  • Lead Internal Quality Assurer
  • Employer
  • Observers

  Permissions

Can Download Learner Portfolio

  1. Navigate to the learner’s portfolio
  2. In the 'Information and Options' section click Manage
  3. Click Download Portfolio
  4. Tick Include file attachments if you would like the attachments to be included in the export
  5. Click Request Download

If you can't view the Download Portfolio icon, you don't have permission.

When the portfolio has been created, you will receive a message/email notifying you that it is ready to be downloaded. To download the portfolio, click on the Download ZIP File button.

Important - To view the downloaded portfolio:

  1. Locate the ZIP file
  2. Extract the Zip file (usual right-click and "Extract All") 
  3. Open the folder titled "Portfolio", unless renamed
  4. Open the file titled Index.htm

Following the steps above will load the portfolio in a browser window, which will allow you to navigate through the portfolio as you would do online.

If you're unable to extract the files, your IT helpdesk should be able to help.

Download Portfolio includes

  • My Profile
  • Assessment Plans
  • Unit Summaries 
  • Assessments 
  • Reviews 
  • Cancellations 
  • Expert Witnesses & Witnesses 
  • Timesheets and Off-the-job Summary
  • Journal Entries (If using the old version of the journal)
  • Tasks Completed

Terminology

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

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.