Welcome to the new Help Centre! ✨

You may have spotted our new and shiny company website - and that’s not all that’s changed! We now have dedicated Help Centres for each of our products to make it easier for you to find the right support. For a quick guide to what’s new and where to go, click here.

Upcoming System Update: Eportfolio

On Wednesday 22nd October 2025, we’ll be rolling out a series of enhancements to Eportfolio.

Full details of the changes can be found in the Release Notes

Downtime: Please ensure your work is saved and you are logged out between 7am and 7:30am.

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How to create a Delivery Plan for an individual learner

  User Roles

This feature can be used by the following user roles:

  • Centre Manager
  • User Manager
  • Assessor
  • Trainee Assessor

  Permissions

Assign permissions to other users

To assign a delivery plan to an individual learner, follow the steps below:

  1. Navigate to the learners portfolio
  2. Click Delivery Plan tab
  3. Click Copy a delivery plan from a framework template (this will allow you to copy an existing Delivery Plan Template) or Create a delivery plan from scratch


Copy a Delivery Plan from a Framework Template Create a Delivery Plan from scratch
  1. Select the Framework Template which you'd like to copy the Delivery plan from
  2. Click Continue
  3. Add name of your delivery plan
  4. Click Create Delivery Plan

Terminology

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

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