Onefile Enrol Creating an Enquiry Form

Overview

Training Providers can create Enquiry Forms to capture initial learner details before progressing to a full application. Enquiry Forms use a predefined workflow and automatically include essential learner contact fields.

User Roles

This feature can be used by:

• Training Provider

Steps to Create an Enquiry Form

1. Click Form templates in the navigation menu.
2. Click New form template.
3. Select Learner Enquiry.

Notes

When creating a form using the Learner Enquiry Workflow, the following three fields are automatically added:

• First Name
• Surname
• Email Address

These fields cannot be removed, as they are required for identifying and contacting the learner.

Tips & Notes

• You can add additional fields to gather more information from the learner if needed.
• Use clear field names to ensure learners understand what information is required.
• Enquiry Forms can be edited at any time unless already in use by learners.

Terminology

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

Need Help?

If you need assistance, please contact Onefile Support or your internal support team.