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Promoting templates

Overview

Assessment Templates and Assessment Plan Templates created by Assessors can be promoted by Centre Managers. Once promoted, the templates become available for all Assessors to assign to their learners across the Centre.

User Roles

This feature can be used by:

  • Centre Manager

Steps to Promote a Template

  1. Click Quality from the left navigation bar.
  2. Click either Assessment Plan Templates or Assessment Templates, depending on what you want to promote.
  3. Select Assessor from the View Centre/Assessor Templates dropdown list.
  4. Click Edit Template next to the template.
  5. Click Promote.

The template will now appear under Centre Templates and will be available for all Assessors to use.

Tips & Notes

  • Only Centre Managers can promote templates.
  • Promoting a template does not alter the original template created by the Assessor—it simply makes a copy available at Centre level.
  • Assessors will see the promoted version under the Centre Templates list.

Terminology

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

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