Reduced Support Availability: 10th July 2025

Just to let you know, our team is attending the Onefile all company meeting on10th July 2025, so we won't be as responsive as usual!

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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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